UnitedHealth Group Incorporated $UNH Position Boosted by Private Advisory Group LLC

Private Advisory Group LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 15.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 46,817 shares of the healthcare conglomerate’s stock after purchasing an additional 6,219 shares during the quarter. UnitedHealth Group makes up 0.9% of Private Advisory Group LLC’s portfolio, making the stock its 25th biggest position. Private Advisory Group LLC’s holdings in UnitedHealth Group were worth $17,186,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. City State Bank boosted its stake in shares of UnitedHealth Group by 5.6% in the 3rd quarter. City State Bank now owns 471 shares of the healthcare conglomerate’s stock valued at $173,000 after purchasing an additional 25 shares during the last quarter. Murphy Pohlad Asset Management LLC raised its stake in shares of UnitedHealth Group by 0.5% during the third quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate’s stock worth $1,947,000 after buying an additional 25 shares during the last quarter. LFG Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after buying an additional 27 shares during the last quarter. Synergy Financial Group LTD lifted its holdings in UnitedHealth Group by 3.1% in the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after buying an additional 27 shares during the period. Finally, Ares Financial Consulting LLC boosted its stake in UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after acquiring an additional 28 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

Here are a few of the latest headlines about UNH:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
• Neutral Sentiment: A law firm invited shareholders to discuss potential claims involving company insiders. The release provides no substantiation or finding of wrongdoing, so it is not evidence of liability, though it may draw attention to legal and governance risks. Shareholder Rights Notice

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $405.45 on Friday. The stock’s fifty day simple moving average is $391.23 and its 200 day simple moving average is $365.03. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $363.29 billion, a PE ratio of 23.16, a PEG ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the previous year, the firm earned $2.59 earnings per share. The company’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of the 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on the stock. Argus lifted their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Morgan Stanley increased their price target on UnitedHealth Group from $529.00 to $531.00 and gave the company an “overweight” rating in a research note on Tuesday, October 27th. DA Davidson set a $512.00 price target on UnitedHealth Group in a research report on Tuesday, July 21st. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, October 14th. Finally, Robert W. Baird dropped their price objective on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a report on Wednesday, October 14th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

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.