UnitedHealth Group Incorporated $UNH Stock: Confluence Wealth Services Inc. Raises Holdings

Confluence Wealth Services Inc. lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 34.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 10,659 shares of the healthcare conglomerate’s stock after purchasing an additional 2,743 shares during the quarter. Confluence Wealth Services Inc.’s holdings in UnitedHealth Group were worth $3,912,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. City State Bank boosted its position in UnitedHealth Group by 5.6% in the third quarter. City State Bank now owns 471 shares of the healthcare conglomerate’s stock valued at $173,000 after buying an additional 25 shares in the last quarter. Murphy Pohlad Asset Management LLC increased its holdings 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 in the last quarter. LFG Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after acquiring an additional 27 shares during the last quarter. Synergy Financial Group LTD boosted its holdings in shares of UnitedHealth Group by 3.1% in the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock worth $369,000 after acquiring an additional 27 shares in the last quarter. Finally, Ares Financial Consulting LLC boosted its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after acquiring an additional 28 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $404.88 on Wednesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. The firm has a market cap of $362.78 billion, a P/E ratio of 23.12, a P/E/G ratio of 1.44 and a beta of 0.51. The firm has a 50 day simple moving average of $390.98 and a 200 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.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.72 billion for 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 business’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is presently 53.00%.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction 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 transaction, 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 SEC, which is available through this link. 0.19% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of recent analyst reports. Zacks Research cut UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 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. Truist Financial boosted their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Barclays decreased 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. Finally, Raymond James Financial restated an “outperform” rating and issued a $450.00 target price on shares of UnitedHealth Group in a research note on Thursday, October 15th. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group News Roundup

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

UnitedHealth Group Company Profile

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.