Liberty One Investment Management LLC Has $55.41 Million Stock Position in UnitedHealth Group Incorporated $UNH

Liberty One Investment Management LLC increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 95.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 160,408 shares of the healthcare conglomerate’s stock after buying an additional 78,407 shares during the period. UnitedHealth Group comprises about 3.1% of Liberty One Investment Management LLC’s holdings, making the stock its 15th biggest position. Liberty One Investment Management LLC’s holdings in UnitedHealth Group were worth $55,406,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Norges Bank purchased a new position in shares of UnitedHealth Group in the second quarter worth about $3,837,207,000. Berkshire Hathaway Inc purchased a new position in shares of UnitedHealth Group during the second quarter worth about $1,572,193,000. Dodge & Cox lifted its stake in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth $528,273,000. Finally, Amundi boosted its holdings in UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $340.64 on Tuesday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a market cap of $308.57 billion, a PE ratio of 17.78, a price-to-earnings-growth ratio of 2.08 and a beta of 0.42. The company’s 50 day moving average is $329.65 and its 200 day moving average is $321.60.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The company’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.15 earnings per share. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.6%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is 46.14%.

Wall Street Analyst Weigh In

UNH has been the subject of several research reports. Bank of America upped their price objective on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Wells Fargo & Company boosted their price target on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Royal Bank Of Canada upped their target price on shares of UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, Mizuho raised their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $385.75.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth released two independent Milliman studies saying Medicare Advantage cost the federal government less and reduces beneficiary out‑of‑pocket costs — a direct defense aimed at countering the Senate findings. New Independent Studies: Medicare Advantage Delivers Greater Value
• Positive Sentiment: Analyst/sector commentary highlights a broader healthcare rebound (including UNH exposure) tied to GLP‑1 adoption and sector re‑rating, which could support demand for the stock over the medium term. This ETF Is Proof That the Healthcare Rebound Is Real (UNH)
• Neutral Sentiment: Post‑Q3 buy/hold/sell pieces and market commentators are re‑examining UNH’s valuation and growth outlook; these provide analytical context but no new company catalysts. UnitedHealth (UNH): Buy, sell, or hold post Q3 earnings?
• Neutral Sentiment: Market TV / video shows (Final Trades) list UNH among stocks to watch — useful for sentiment tracking but not an immediate fundamental driver. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba
• Negative Sentiment: A Senate committee report (summarized by Reuters/WSJ) says UnitedHealth used aggressive tactics to collect diagnosis codes that can inflate Medicare Advantage payments — the catalyst cited for today’s stock weakness and the main regulatory risk investors are pricing in. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports
• Negative Sentiment: Coverage notes the stock has already reacted (slipping on the headlines) and raises the chance of follow‑on probes or enforcement; investors should watch any regulatory statements, CMS guidance, or litigation risk updates. UnitedHealth stock falls after Senate report finds aggressive Medicare tactics
• Negative Sentiment: Separate reporting flags renewed scrutiny of UnitedHealth’s nursing‑home practices, adding another regulatory/reputational overhang that could prolong volatility. UnitedHealth used aggressive Medicare tactics, Senate committee report says

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.