UnitedHealth Group Incorporated $UNH Stock Position Raised by Mirador Capital Partners LP

Mirador Capital Partners LP boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,030 shares of the healthcare conglomerate’s stock after buying an additional 1,527 shares during the period. UnitedHealth Group makes up about 1.2% of Mirador Capital Partners LP’s holdings, making the stock its 24th biggest position. Mirador Capital Partners LP’s holdings in UnitedHealth Group were worth $10,289,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in UNH. LFG Wealth Partners LLC lifted its position in UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after purchasing an additional 27 shares during the period. Synergy Financial Group LTD lifted its holdings in UnitedHealth Group by 3.1% in the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after acquiring an additional 27 shares during the period. Ares Financial Consulting LLC increased its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after purchasing an additional 28 shares in the last quarter. Hudock Inc. boosted its holdings in UnitedHealth Group by 1.0% during the second quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate’s stock worth $1,182,000 after buying an additional 28 shares in the last quarter. Finally, Rockland Trust Co. increased its holdings in UnitedHealth Group by 1.1% in the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock valued at $1,076,000 after buying an additional 29 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of several research reports. Wall Street Zen raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Argus lifted their price objective on UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. Mizuho raised their price target on UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. The Goldman Sachs Group upped their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of UnitedHealth Group from $370.00 to $467.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $462.59.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $378.82 on Friday. The company’s fifty day simple moving average is $388.78 and its 200-day simple moving average is $380.29. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a market cap of $340.03 billion, a PE ratio of 24.38, a P/E/G ratio of 1.39 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%. The firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the prior year, the firm earned $4.08 EPS. The firm’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.85 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s dividend payout ratio is 59.72%.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.19% of the stock is owned by company insiders.

More UnitedHealth Group News

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

• Positive Sentiment: Analysts view UnitedHealth’s diversified healthcare platform, improving Medicare Advantage profitability and lower valuation as advantages over Humana. The stock’s reduced earnings multiple could provide room for a re-rating if the turnaround continues. UnitedHealth vs. Humana: Which Healthcare Giant Has the Edge?
• Positive Sentiment: UnitedHealth’s third-quarter earnings are expected to rise sharply year over year, with consensus estimates near $4.12–$4.15 per share on approximately $111.4 billion in revenue. Investors are watching for cost controls, restructuring benefits and a possible increase in 2026 guidance. UnitedHealth Gears Up for Q3 Earnings
• Positive Sentiment: One investment thesis argues that UnitedHealth’s deliberate exit from unprofitable businesses is driving meaningful margin expansion despite flat revenue and lower membership. At roughly 16 times projected 2027 earnings, the shares trade below their historical average, leaving potential upside if margin gains prove durable. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Neutral Sentiment: Medicare Advantage star-rating changes are reshuffling the competitive landscape. Humana benefited substantially from improved ratings, while UnitedHealth was described as holding steady; the revised methodology may affect reimbursement and enrollment trends without necessarily reflecting changes in care quality. Humana Soars on Improved Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, reflecting continued caution around margin repair, medical costs and subdued revenue growth. The upcoming earnings report remains an important test of management’s recovery plan. UnitedHealth Group Price Target Lowered

About UnitedHealth Group

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.