UnitedHealth Group Incorporated $UNH Stock Acquired by Private Advisory Group LLC

Private Advisory Group LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,817 shares of the healthcare conglomerate’s stock after buying an additional 6,219 shares during the quarter. UnitedHealth Group accounts for about 0.9% of Private Advisory Group LLC’s investment portfolio, making the stock its 25th largest position. Private Advisory Group LLC’s holdings in UnitedHealth Group were worth $17,186,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of UNH. Corient Private Wealth LP acquired a new position in UnitedHealth Group during the second quarter worth $245,516,000. Legal & General Group Plc acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $2,444,928,000. Jupiter Topco LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $2,019,844,000. BlackRock Inc. grew its holdings in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. Finally, Canada Pension Plan Investment Board acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $971,757,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on UNH shares. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. The Goldman Sachs Group upped their price objective 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. Morgan Stanley lifted their target price on shares of UnitedHealth Group from $529.00 to $531.00 and gave the company an “overweight” rating in a research note on Tuesday, October 27th. Sanford C. Bernstein reduced their target price on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Finally, Piper Sandler increased their price target on UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 14th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $405.45 on Friday. The stock has a 50-day simple moving average of $391.23 and a 200 day simple moving average of $365.03. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The stock has a market capitalization of $363.29 billion, a price-to-earnings ratio of 23.16, a P/E/G ratio of 1.46 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.72 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the company earned $2.59 EPS. The firm’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is presently 53.00%.

UnitedHealth Group News Roundup

Investors following UNH have been watching these news items:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: A law firm invited shareholders to discuss potential claims involving company insiders. The release provides no substantiation or finding of wrongdoing, so it is not evidence of liability, though it may draw attention to legal and governance risks. Shareholder Rights Notice
• Negative Sentiment: UnitedHealth plans to drop Medicare plans in 140 counties and leave Wyoming. The exits could reduce coverage and membership in affected areas; the longer-term impact will depend on whether the move helps control costs and improve plan economics. UnitedHealth to Drop Medicare Plans in 140 Counties and Leave Wyoming

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is owned by company insiders.

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.