UnitedHealth Group Incorporated $UNH Stock Position Increased by CHICAGO TRUST Co NA

CHICAGO TRUST Co NA boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 18.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,899 shares of the healthcare conglomerate’s stock after buying an additional 1,245 shares during the period. CHICAGO TRUST Co NA’s holdings in UnitedHealth Group were worth $2,900,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in UNH. Partners Wealth Management LLC purchased a new stake in shares of UnitedHealth Group in the third quarter worth $3,454,000. Soltis Investment Advisors LLC boosted its position in UnitedHealth Group by 3.1% during the 3rd quarter. Soltis Investment Advisors LLC now owns 32,623 shares of the healthcare conglomerate’s stock valued at $11,975,000 after buying an additional 969 shares during the period. Founders Financial Securities LLC lifted its holdings in UnitedHealth Group by 3.0% in the 3rd quarter. Founders Financial Securities LLC now owns 1,973 shares of the healthcare conglomerate’s stock worth $724,000 after buying an additional 58 shares during the period. Argentarii LLC raised its stake in UnitedHealth Group by 1.3% in the third quarter. Argentarii LLC now owns 4,821 shares of the healthcare conglomerate’s stock worth $1,770,000 after buying an additional 60 shares in the last quarter. Finally, Fonville Wealth Management LLC purchased a new stake in UnitedHealth Group in the third quarter worth $221,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 1.0%

Shares of UnitedHealth Group stock opened at $406.67 on Friday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The business has a 50-day moving average price of $390.20 and a 200-day moving average price of $362.40. The firm has a market cap of $365.02 billion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.49 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same quarter last year, the business earned $2.59 earnings per share. UnitedHealth Group’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s payout ratio is presently 53.00%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Truist Financial boosted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Stephens set a $500.00 price objective on UnitedHealth Group in a research report on Friday, October 16th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, October 14th. Mizuho upped their target price on shares of UnitedHealth Group from $493.00 to $500.00 and gave the company an “outperform” rating in a report on Thursday, October 22nd. Finally, Bank of America reiterated a “buy” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research report on Monday, July 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $463.93.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.