UnitedHealth Group Incorporated $UNH Stock Bought by Cornerstone Advisors LLC

Cornerstone Advisors LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 117.2% in the third quarter, Holdings Channel reports. The fund owned 64,287 shares of the healthcare conglomerate’s stock after acquiring an additional 34,688 shares during the period. UnitedHealth Group accounts for about 0.8% of Cornerstone Advisors LLC’s portfolio, making the stock its 27th biggest position. Cornerstone Advisors LLC’s holdings in UnitedHealth Group were worth $23,598,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Financial Freedom LLC acquired a new stake in UnitedHealth Group in the 3rd quarter valued at approximately $163,000. Valmark Advisers Inc. lifted its stake in UnitedHealth Group by 8.2% in the 3rd quarter. Valmark Advisers Inc. now owns 5,860 shares of the healthcare conglomerate’s stock valued at $2,151,000 after acquiring an additional 446 shares in the last quarter. Money Concepts Capital Corp boosted its position in UnitedHealth Group by 8.1% during the 3rd quarter. Money Concepts Capital Corp now owns 12,879 shares of the healthcare conglomerate’s stock worth $4,728,000 after acquiring an additional 963 shares during the last quarter. Allworth Financial LP grew its stake in shares of UnitedHealth Group by 7.3% during the 3rd quarter. Allworth Financial LP now owns 94,771 shares of the healthcare conglomerate’s stock worth $34,789,000 after acquiring an additional 6,462 shares in the last quarter. Finally, Fisher Asset Management LLC grew its stake in shares of UnitedHealth Group by 19.2% during the 3rd quarter. Fisher Asset Management LLC now owns 10,829,637 shares of the healthcare conglomerate’s stock worth $3,975,343,000 after acquiring an additional 1,747,368 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently commented on the stock. Erste Group Bank lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. Cantor Fitzgerald raised their target price on shares of UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday, July 21st. TD Cowen reissued a “hold” rating and set a $402.00 price target on shares of UnitedHealth Group in a research report on Thursday, October 15th. Finally, Barclays reduced their price objective on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a research note on Wednesday, October 14th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $463.93.

UnitedHealth Group Price Performance

NYSE:UNH opened at $407.62 on Friday. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock’s 50 day moving average price is $391.36 and its two-hundred day moving average price is $365.66. The firm has a market capitalization of $365.23 billion, a price-to-earnings ratio of 19.85, a P/E/G ratio of 1.47 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 issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. The company had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the previous year, the company posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis 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%.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

Latest UnitedHealth Group News

Here’s some of the latest news about UNH:

• Positive Sentiment: Optum Rx reported higher operating earnings in the third quarter of 2026 despite lower prescription volumes. Biosimilar adoption and operating efficiencies helped offset pressure, demonstrating the segment’s ability to grow profitability amid membership challenges. Article: Can UNH’s Optum Rx Sustain Profit Growth as Prescription Volumes Fall?
• Positive Sentiment: ETF flows were supportive: 51 ETFs bought UNH while nine sold shares on Nov. 11, for reported net ETF buying of $86.8 million. Article: UnitedHealth Sees $86.8 Million in Net ETF Buying
• Neutral Sentiment: A technical analysis described UNH as consolidating, with neutral momentum and thin volume, suggesting no strong near-term signal from trading activity. Article: UnitedHealth Stock Price Prediction

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.