Mn Services Vermogensbeheer B.V. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 268,333 shares of the healthcare conglomerate’s stock after buying an additional 3,900 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in UnitedHealth Group were worth $98,500,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently modified their holdings of the company. Diversified Management Inc. bought a new stake in shares of UnitedHealth Group in the 3rd quarter worth $1,844,000. Allen Mooney & Barnes Investment Advisors LLC raised its position in shares of UnitedHealth Group by 0.8% during the 3rd quarter. Allen Mooney & Barnes Investment Advisors LLC now owns 49,862 shares of the healthcare conglomerate’s stock valued at $18,303,000 after purchasing an additional 393 shares during the period. Dorato Capital Management boosted its stake in shares of UnitedHealth Group by 33.5% in the third quarter. Dorato Capital Management now owns 2,621 shares of the healthcare conglomerate’s stock worth $985,000 after acquiring an additional 657 shares during the period. Farther Finance Advisors LLC grew its holdings in UnitedHealth Group by 23.9% during the 3rd quarter. Farther Finance Advisors LLC now owns 28,807 shares of the healthcare conglomerate’s stock valued at $10,574,000 after buying an additional 5,552 shares in the last quarter. Finally, CoreCap Advisors LLC lifted its stake in UnitedHealth Group by 34.3% in the 3rd quarter. CoreCap Advisors LLC now owns 3,614 shares of the healthcare conglomerate’s stock worth $1,327,000 after purchasing an additional 923 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
A number of research analysts recently weighed in on the stock. Evercore raised their target price on shares of UnitedHealth Group from $400.00 to $480.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Leerink Partners boosted their price objective on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Raymond James Financial upped their price objective on UnitedHealth Group from $370.00 to $460.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 14th. Finally, Bank of America reaffirmed a “buy” rating and issued a $450.00 price objective on shares of UnitedHealth Group in a research report on Monday, July 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $465.75.
Insider Activity at UnitedHealth Group
In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is owned by company insiders.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is expected to report third-quarter earnings of roughly $4.12–$4.15 per share on revenue of approximately $111.38 billion. Forecast earnings growth of about 41% reflects expectations for benefits from cost management and restructuring, although revenue growth may remain subdued. UnitedHealth Gears Up for Q3 Earnings
- Positive Sentiment: Analysts and investors are increasingly viewing UnitedHealth’s reduced price-to-earnings valuation as potentially attractive after a difficult period marked by elevated medical costs and pressure across parts of the business. A successful earnings recovery could support a re-rating. UnitedHealth’s P/E Has Reset
- Neutral Sentiment: A Medicare rate decision could provide greater visibility into reimbursement trends and help stabilize expectations for UnitedHealth’s Medicare Advantage operations, but the longer-term effect will depend on medical-cost performance and membership trends. Does a Medicare Rate Decision Steady UnitedHealth Group?
- Neutral Sentiment: Market attention is concentrated on Q3 metrics beyond earnings and revenue, including medical loss ratios, Medicare membership, operating costs and management’s full-year guidance. These factors are likely to determine whether the anticipated earnings rebound is sustainable. UnitedHealth Q3 Earnings Key Metrics
- Negative Sentiment: The stock has underperformed the broader market and is testing an important support level before earnings, signaling investor caution and leaving the shares vulnerable to further weakness if results or guidance disappoint. UnitedHealth Stock Testing Key Support
- Negative Sentiment: A law firm is soliciting UnitedHealth shareholders regarding potential fiduciary-duty issues involving company insiders. The announcement does not establish wrongdoing, but it adds headline and litigation risk ahead of earnings. Shareholder Fiduciary-Duty Inquiry
UnitedHealth Group Stock Down 1.4%
Shares of UnitedHealth Group stock opened at $370.54 on Friday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $332.59 billion, a P/E ratio of 23.84, a P/E/G ratio of 1.41 and a beta of 0.60. The company has a 50 day moving average of $389.50 and a 200 day moving average of $380.30.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.
UnitedHealth Group Company Profile
UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.
UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.
Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.
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