FSM Wealth Advisors LLC Purchases 1,562 Shares of UnitedHealth Group Incorporated $UNH

FSM Wealth Advisors LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 149.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,605 shares of the healthcare conglomerate’s stock after purchasing an additional 1,562 shares during the quarter. FSM Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $899,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Bayforest Capital Ltd lifted its holdings in shares of UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 48 shares during the period. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group during the second quarter worth about $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $29,000. Islay Capital Management LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $31,000. Finally, Nova Wealth Management Inc. grew its position in UnitedHealth Group by 339.1% in the first quarter. Nova Wealth Management Inc. now owns 101 shares of the healthcare conglomerate’s stock valued at $53,000 after acquiring an additional 78 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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 Stock Up 1.3%

NYSE UNH opened at $331.76 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The stock has a market capitalization of $300.52 billion, a P/E ratio of 17.32, a price-to-earnings-growth ratio of 2.16 and a beta of 0.43. The stock has a fifty day moving average of $333.71 and a 200-day moving average of $319.10.

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

UnitedHealth Group Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages have recently commented on UNH. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $325.00 to $395.00 and gave the company an “overweight” rating in a research note on Friday, September 12th. Sanford C. Bernstein upped their price objective on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. The Goldman Sachs Group started coverage on UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price on the stock. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Finally, JPMorgan Chase & Co. increased their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 9th. Seventeen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $385.54.

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.