Kanawha Capital Management LLC Increases Stock Holdings in UnitedHealth Group Incorporated $UNH

Kanawha Capital Management LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 60.0% in the 3rd quarter, Holdings Channel reports. The fund owned 3,894 shares of the healthcare conglomerate’s stock after purchasing an additional 1,461 shares during the period. Kanawha Capital Management LLC’s holdings in UnitedHealth Group were worth $1,345,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. BAM Wealth Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter worth $1,041,000. Blackhawk Capital Partners LLC increased its position in shares of UnitedHealth Group by 178.2% in the 3rd quarter. Blackhawk Capital Partners LLC now owns 3,792 shares of the healthcare conglomerate’s stock worth $1,309,000 after purchasing an additional 2,429 shares during the last quarter. PFG Investments LLC lifted its position in shares of UnitedHealth Group by 15.1% during the third quarter. PFG Investments LLC now owns 13,575 shares of the healthcare conglomerate’s stock worth $4,688,000 after purchasing an additional 1,782 shares during the last quarter. Mn Services Vermogensbeheer B.V. increased its holdings in UnitedHealth Group by 1.5% in the third quarter. Mn Services Vermogensbeheer B.V. now owns 347,000 shares of the healthcare conglomerate’s stock valued at $119,819,000 after buying an additional 5,000 shares during the last quarter. Finally, Deseret Mutual Benefit Administrators lifted its holdings in UnitedHealth Group by 50.0% in the third quarter. Deseret Mutual Benefit Administrators now owns 1,624 shares of the healthcare conglomerate’s stock worth $561,000 after acquiring an additional 541 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

More UnitedHealth Group News

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday. KeyCorp boosted their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. Barclays raised their price target on shares of UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Piper Sandler decreased their price objective on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a report on Tuesday, October 28th. Finally, Morgan Stanley reduced their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $386.33.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $356.46 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The stock has a fifty day moving average price of $332.07 and a two-hundred day moving average price of $323.44. The firm has a market cap of $322.89 billion, a P/E ratio of 18.60, a PEG ratio of 2.15 and a beta of 0.42.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors 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 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

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.