Thompson Investment Management Inc. Increases Stock Position in UnitedHealth Group Incorporated $UNH

Thompson Investment Management Inc. boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.2% in the third quarter, Holdings Channel reports. The institutional investor owned 35,273 shares of the healthcare conglomerate’s stock after acquiring an additional 2,068 shares during the period. UnitedHealth Group accounts for 1.6% of Thompson Investment Management Inc.’s holdings, making the stock its 11th biggest position. Thompson Investment Management Inc.’s holdings in UnitedHealth Group were worth $12,180,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares during the period. Activest Wealth Management lifted its stake in UnitedHealth Group by 107.0% during the 1st quarter. Activest Wealth Management now owns 387 shares of the healthcare conglomerate’s stock valued at $203,000 after acquiring an additional 200 shares during the period. Panagora Asset Management Inc. increased its stake in shares of UnitedHealth Group by 93.8% in the first quarter. Panagora Asset Management Inc. now owns 508,849 shares of the healthcare conglomerate’s stock worth $266,510,000 after acquiring an additional 246,321 shares during the period. Finally, Kingdon Capital Management L.L.C. purchased a new stake in UnitedHealth Group in the first quarter valued at $10,612,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $331.76 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a market capitalization of $300.52 billion, a P/E ratio of 17.32, a PEG ratio of 2.16 and a beta of 0.43. The business has a 50 day simple moving average of $333.71 and a two-hundred day simple moving average of $319.10.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $7.15 EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a $2.21 dividend. 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 dividend payout ratio is 46.14%.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on UNH shares. Jefferies Financial Group upped their target price on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. UBS Group upped their price objective on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Sanford C. Bernstein lifted 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. Finally, The Goldman Sachs Group assumed coverage on UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price objective on the stock. Seventeen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $385.54.

Key Headlines Impacting 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 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.