Triasima Portfolio Management inc. Makes New $2.38 Million Investment in UnitedHealth Group Incorporated $UNH

Triasima Portfolio Management inc. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 6,495 shares of the healthcare conglomerate’s stock, valued at approximately $2,384,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Corient Private Wealth LP bought a new stake in UnitedHealth Group in the second quarter valued at about $245,516,000. Legal & General Group Plc acquired a new position in UnitedHealth Group in the second quarter valued at about $2,444,928,000. Jupiter Topco LLC bought a new position in UnitedHealth Group during the second quarter worth about $2,019,844,000. BlackRock Inc. grew its position in shares of UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the period. Finally, T. Rowe Price Investment Management Inc. increased its stake in shares of UnitedHealth Group by 141.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after acquiring an additional 2,410,128 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
• Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
• Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
• Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Robert W. Baird cut their price target on shares of UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating on the stock in a research report on Wednesday. Royal Bank Of Canada upped their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a report on Friday, October 9th. DA Davidson set a $512.00 price target on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Barclays decreased their price target on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a report on Wednesday. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $461.48.

UnitedHealth Group Trading Up 3.0%

NYSE UNH opened at $407.45 on Friday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The firm has a market cap of $365.72 billion, a P/E ratio of 23.27, a P/E/G ratio of 1.43 and a beta of 0.60. The stock’s 50-day moving average is $387.17 and its 200-day moving average is $384.52.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same period in the previous year, the firm earned $2.59 EPS. 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. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.66 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 53.00%.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction 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 completion of the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by corporate 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.