UnitedHealth Group Incorporated $UNH Shares Acquired by KKM Financial LLC

KKM Financial LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 47.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,251 shares of the healthcare conglomerate’s stock after purchasing an additional 3,291 shares during the quarter. KKM Financial LLC’s holdings in UnitedHealth Group were worth $3,540,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the business. Foster Dykema Cabot & Partners LLC lifted its position in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares during the last quarter. 1248 Management LLC bought a new stake in UnitedHealth Group during the third quarter valued at about $29,000. Hurley Capital LLC lifted its position in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after purchasing an additional 40 shares during the last quarter. Financial Life Planners bought a new position in UnitedHealth Group in the 3rd quarter worth approximately $32,000. Finally, Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on UNH shares. JPMorgan Chase & Co. cut their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Truist Financial cut their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $282.02 on Monday. The stock has a market cap of $255.99 billion, a price-to-earnings ratio of 21.38, a P/E/G ratio of 1.30 and a beta of 0.41. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The business’s 50-day simple moving average is $303.36 and its 200 day simple moving average is $325.26.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The company had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same quarter last year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

More UnitedHealth Group News

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

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.