UnitedHealth Group Incorporated $UNH Shares Purchased by Provenance Wealth Advisors LLC

Provenance Wealth Advisors LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1,515.9% during the third quarter, Holdings Channel reports. The firm owned 3,668 shares of the healthcare conglomerate’s stock after acquiring an additional 3,441 shares during the quarter. Provenance Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $1,346,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Nvwm LLC lifted its stake in UnitedHealth Group by 89.2% in the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 33 shares during the period. Wellington Altus USA Inc. grew its position in shares of UnitedHealth Group by 97.1% during the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after buying an additional 33 shares during the period. Security National Bank of SO Dak bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $29,000. Compass Wealth Management LLC bought a new stake in shares of UnitedHealth Group in the 3rd quarter valued at $29,000. Finally, Aberdeen Wealth Management LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at $31,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research reports. Evercore raised their price target on shares of UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Wells Fargo & Company cut their price objective on shares of UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 27th. Bank of America restated a “buy” rating and issued a $450.00 target price on shares of UnitedHealth Group in a research note on Monday, July 20th. Piper Sandler boosted their target price on UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a research report on Wednesday, October 14th. Finally, UBS Group reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $463.93.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $403.10 on Wednesday. The firm has a market capitalization of $361.81 billion, a PE ratio of 23.02, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. The firm has a fifty day simple moving average of $390.47 and a two-hundred day simple moving average of $363.08. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The firm had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business’s quarterly revenue was down .4% compared to the same quarter last year. During the same period last year, the firm earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Insiders Place Their Bets

In related news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated 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 owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Earnings and outlook are key tailwinds. UnitedHealth’s quarterly EPS and revenue beat analysts’ estimates, and the company raised its 2026 profit outlook. Those results helped drive an approximately 11% share gain over the month through October 30. UnitedHealth Just Gained 11% in a Month: Take Profits, or Buy More?
• Positive Sentiment: Buying and value-oriented endorsements provide support. ETFs recorded net purchases of UnitedHealth shares, including $35 million in buying on October 29. BetterInvesting Magazine also named UNH its “Undervalued Stock,” though such selections are not a guarantee of future performance. UnitedHealth Group Draws ETF Buying BetterInvesting Magazine Update
• Neutral Sentiment: Optum Insight’s AI investment is a longer-term opportunity with execution risk. UnitedHealth is expanding AI tools to improve efficiency and claims processing, but rising costs mean the spending still needs to translate into profit growth. Will UNH’s Optum Insight Spending Translate Into Profit Growth?
• Negative Sentiment: Political scrutiny could weigh on sentiment. Senator Elizabeth Warren criticized the Trump administration’s approval of UnitedHealth’s $3.3 billion Amedisys acquisition, arguing the deal increases the company’s power over costs and patient care. The comments renew attention to potential regulatory and political risks. Elizabeth Warren Criticizes UnitedHealth’s Amedisys Deal

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.