UnitedHealth Group Incorporated $UNH Shares Acquired by KKM Financial LLC

KKM Financial LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 47.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,251 shares of the healthcare conglomerate’s stock after purchasing an additional 3,291 shares during the quarter. KKM Financial LLC’s holdings in UnitedHealth Group were worth $3,540,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hillman Capital Management Inc. purchased a new stake in UnitedHealth Group during the third quarter worth about $2,825,000. Hyperion Capital Advisors LP increased its position in UnitedHealth Group by 42.1% during the third quarter. Hyperion Capital Advisors LP now owns 36,032 shares of the healthcare conglomerate’s stock worth $12,442,000 after buying an additional 10,670 shares in the last quarter. Farallon Capital Management LLC boosted its stake in shares of UnitedHealth Group by 16.6% during the third quarter. Farallon Capital Management LLC now owns 1,886,500 shares of the healthcare conglomerate’s stock valued at $651,408,000 after acquiring an additional 269,200 shares during the last quarter. Fayez Sarofim & Co lifted its stake in shares of UnitedHealth Group by 40.7% during the third quarter. Fayez Sarofim & Co now owns 1,570,342 shares of the healthcare conglomerate’s stock valued at $547,778,000 after buying an additional 454,529 shares during the period. Finally, First Commonwealth Financial Corp PA acquired a new stake in shares of UnitedHealth Group during the third quarter worth $1,402,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $282.02 on Monday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market cap of $255.99 billion, a P/E ratio of 21.38, a P/E/G ratio of 1.30 and a beta of 0.41. The firm has a fifty day moving average of $303.36 and a two-hundred day moving average of $325.26.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period last year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.1%. UnitedHealth Group’s dividend payout ratio is 67.02%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on UNH shares. Weiss Ratings cut UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Jefferies Financial Group reduced their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Barclays dropped their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Finally, Oppenheimer decreased their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

Key UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.