UnitedHealth Group Incorporated $UNH Stake Decreased by IFP Advisors Inc

IFP Advisors Inc lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 9.5% in the 3rd quarter, Holdings Channel reports. The firm owned 35,504 shares of the healthcare conglomerate’s stock after selling 3,729 shares during the period. IFP Advisors Inc’s holdings in UnitedHealth Group were worth $13,033,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. LFG Wealth Partners LLC lifted its stake in UnitedHealth Group by 3.3% during the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after acquiring an additional 27 shares in the last quarter. Synergy Financial Group LTD boosted its holdings in UnitedHealth Group by 3.1% during the 2nd 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 grew its position in 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 acquiring an additional 28 shares in the last quarter. Hudock Inc. increased its stake 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 purchasing an additional 28 shares during the period. Finally, Rockland Trust Co. increased its stake in UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock worth $1,076,000 after purchasing an additional 29 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 1.2%

Shares of UnitedHealth Group stock opened at $401.77 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.74 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 capitalization of $360.62 billion, a P/E ratio of 22.95, a P/E/G ratio of 1.45 and a beta of 0.60. The company has a 50 day moving average of $387.07 and a 200 day moving average of $384.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company’s revenue was down .4% on a year-over-year basis. During the same period last year, the business earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 20.64 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

Insiders Place Their Bets

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Leerink Partners lifted their price objective on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Barclays reduced their target price on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a report on Wednesday. Bank of America reissued a “buy” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research report on Monday, July 20th. The Goldman Sachs Group boosted their price target on shares of UnitedHealth Group from $435.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Finally, Mizuho upped their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $462.90.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH’s Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth’s Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.