UnitedHealth Group Incorporated $UNH Stock Holdings Increased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 12.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,049 shares of the healthcare conglomerate’s stock after buying an additional 2,400 shares during the quarter. WealthPlan Investment Management LLC’s holdings in UnitedHealth Group were worth $7,727,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. BlackRock Inc. raised its position in shares of UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. State Street Corp grew its position in shares of UnitedHealth Group by 0.7% in the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after purchasing an additional 301,081 shares during the last quarter. Bank of New York Mellon Corp increased its stake in shares of UnitedHealth Group by 6.1% in the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after purchasing an additional 616,723 shares during the period. Wellington Management Group LLP lifted its position in shares of UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock worth $4,436,923,000 after purchasing an additional 583,536 shares during the last quarter. Finally, Corient Private Wealth LP lifted its position in shares of UnitedHealth Group by 1,443.7% during the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after purchasing an additional 7,900,011 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UNH traded up $15.89 on Thursday, hitting $411.51. The company’s stock had a trading volume of 5,342,609 shares, compared to its average volume of 7,368,940. The company has a market capitalization of $369.37 billion, a PE ratio of 23.55, a PEG ratio of 1.41 and a beta of 0.60. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a 50 day moving average price of $387.10 and a 200 day moving average price of $383.47. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company’s revenue was down .4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 20.00 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s payout ratio is currently 59.72%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Q3 earnings beat and guidance raise: UnitedHealth reported adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, on revenue of $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, compared with its previous $19.50–$20.00 range. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Positive Sentiment: Improving profitability: The medical care ratio improved to 88.4%, while lower medical costs, pricing discipline and benefit changes supported a significant year-over-year increase in earnings. Optum also contributed $3.7 billion in operating earnings, reinforcing the view that the recovery is broadening. UnitedHealth Group Gains After Q3 Beat and Higher 2026 Outlook
• Positive Sentiment: Optimistic analyst views: Goldman Sachs raised its price target to $506, and Piper Sandler increased its target to $504 while maintaining an overweight rating. Analysts also cited faster-than-expected Medicare Advantage margin recovery and potential for stronger 2027 growth. Goldman Sachs Raises UNH Target Price to $506
• Neutral Sentiment: Mixed analyst positioning: TD Cowen reaffirmed a hold rating with a $402 target, while Barclays retained overweight at $440 and lowered its target slightly. This suggests much of the earnings improvement may already be reflected in the stock.
• Negative Sentiment: Growth concerns remain: Investors are questioning the sustainability of the recovery as membership declines, the company exits certain Medicare Advantage markets, and commercial medical costs and Medicaid pressures weigh on margins. Baird cut its target to $427 and assigned a neutral rating, while some commentary warned that improved results alone may not justify further upside. UnitedHealth Group FQ3 Earnings Positives Already Priced In

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Barclays dropped their target price on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a research report on Wednesday. Truist Financial increased their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. UBS Group restated an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday. Robert W. Baird cut their price objective on shares of UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a research report on Wednesday. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $450.00 target price on shares of UnitedHealth Group in a research note on Thursday. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $461.48.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.