UnitedHealth Group Incorporated $UNH Stake Boosted by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 149.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,605 shares of the healthcare conglomerate’s stock after buying an additional 1,562 shares during the quarter. FSM Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $899,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bayforest Capital Ltd lifted its holdings in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares in the last quarter. LFA Lugano Financial Advisors SA purchased a new stake in UnitedHealth Group in the 2nd quarter worth about $25,000. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group during the 2nd quarter valued at about $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the second quarter worth approximately $31,000. Finally, Nova Wealth Management Inc. increased its stake in UnitedHealth Group by 339.1% in the 1st quarter. Nova Wealth Management Inc. now owns 101 shares of the healthcare conglomerate’s stock valued at $53,000 after buying an additional 78 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $331.76 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a fifty day simple moving average of $333.71 and a 200-day simple moving average of $319.10. 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 stock has a market capitalization of $300.52 billion, a price-to-earnings ratio of 17.32, a PEG ratio of 2.16 and a beta of 0.43.

UnitedHealth Group (NYSE:UNH) last released its earnings results 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 firm had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $7.15 EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. UnitedHealth Group’s payout ratio is 46.14%.

Wall Street Analysts Forecast Growth

UNH has been the topic of several research analyst reports. Truist Financial boosted their price target on shares of UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a report on Tuesday, September 9th. TD Cowen upped their target price on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a research report on Thursday, October 30th. Sanford C. Bernstein boosted their price target on UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research report on Thursday, October 9th. Finally, Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $385.54.

UnitedHealth Group Profile

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.