15,000 Shares in UnitedHealth Group Incorporated $UNH Bought by Montaka Global Pty Ltd

Montaka Global Pty Ltd bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 15,000 shares of the healthcare conglomerate’s stock, valued at approximately $5,506,000. UnitedHealth Group makes up approximately 2.2% of Montaka Global Pty Ltd’s portfolio, making the stock its 17th biggest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UNH. Nvwm LLC increased its position in UnitedHealth Group by 89.2% during the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 33 shares during the period. Wellington Altus USA Inc. raised its holdings in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after purchasing an additional 33 shares in the last quarter. Security National Bank of SO Dak purchased a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $29,000. Compass Wealth Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. Finally, Aberdeen Wealth Management LLC purchased a new position in shares of UnitedHealth Group during the second quarter valued at about $31,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

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

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

Wall Street Analyst Weigh In

UNH has been the subject of a number of research reports. Sanford C. Bernstein decreased their price target on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. The Goldman Sachs Group lifted their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Barclays reduced their target price on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a report on Wednesday, October 14th. Truist Financial raised their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Finally, Mizuho lifted their price target on UnitedHealth Group from $493.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday, October 22nd. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $463.93.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $404.88 on Wednesday. The company has a 50 day simple moving average of $390.98 and a two-hundred day simple moving average of $364.53. 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 market capitalization of $362.78 billion, a price-to-earnings ratio of 23.12, a P/E/G ratio of 1.44 and a beta of 0.51. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results 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 $112.72 billion for the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s payout ratio is 53.00%.

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.