Vantage Investment Partners LLC Increases Stake in UnitedHealth Group Incorporated $UNH

Vantage Investment Partners LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 311,516 shares of the healthcare conglomerate’s stock after acquiring an additional 21,820 shares during the period. UnitedHealth Group comprises about 7.4% of Vantage Investment Partners LLC’s portfolio, making the stock its largest position. Vantage Investment Partners LLC’s holdings in UnitedHealth Group were worth $107,566,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of the company. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group during the second quarter worth $29,000. Grey Fox Wealth Advisors LLC bought a new stake in UnitedHealth Group during the 3rd quarter worth about $33,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at about $31,000. Finally, Riggs Asset Managment Co. Inc. grew its stake in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Up 2.0%

UNH stock opened at $354.74 on Friday. The business’s fifty day moving average price is $331.37 and its two-hundred day moving average price is $322.96. The stock has a market capitalization of $321.34 billion, a price-to-earnings ratio of 18.51, a PEG ratio of 2.10 and a beta of 0.42. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. 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 (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The business had revenue of $113.16 billion for 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%. UnitedHealth Group’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the firm earned $7.15 earnings per share. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on UNH shares. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday. JPMorgan Chase & Co. boosted their price objective on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Bank of America lifted their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Jefferies Financial Group raised their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Finally, UBS Group raised their price target on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group News Summary

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

• Positive Sentiment: Mizuho Securities reiterated a Buy on UNH and kept its $430 price target, citing optimism ahead of the Medicare Advantage 2027 advance notice — a vote of confidence that supports upside expectations. Mizuho Securities Remains Positive on UnitedHealth Group Amid the Upcoming Medicare Advantage 2027 Advance Notice
• Positive Sentiment: UNH recently outperformed the broader market in late trading sessions, reflecting short-term investor demand as the company approaches key disclosures. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: UnitedHealth said it will rebate 2026 ACA-plan profits to customers — a move that eases regulatory/political pressure but may reduce near‑term earnings; investors are parsing the tradeoff. UnitedHealth to offer rebates to its Obamacare customers
• Neutral Sentiment: Coverage highlights investor focus on the Jan. 27 cadence — many analysts and outlets urge waiting for the company’s full Q4/2025 detail before making material moves. Dear UnitedHealth Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Analysts warn of margin pressure: Zacks flags rising medical costs and a higher medical cost ratio as a potential earnings headwind heading into Q4 results. Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag
• Negative Sentiment: UnitedHealth, CVS and other insurers faced tough questioning from Congress on affordability — increased regulatory scrutiny could pressure future policy and margins. UnitedHealth and CVS Get Grilled on Affordability by Congress
• Negative Sentiment: Several opinion pieces and analysts advise caution ahead of Jan. 27 (including a Fool piece and commentary from TV personalities favoring peers), signaling near-term skepticism among some market voices. Don’t Buy UnitedHealth Group Stock Before Jan. 27

UnitedHealth Group Company 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.