Toth Financial Advisory Corp Has $8.18 Million Position in UnitedHealth Group Incorporated $UNH

Toth Financial Advisory Corp lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 9.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,696 shares of the healthcare conglomerate’s stock after acquiring an additional 2,121 shares during the quarter. Toth Financial Advisory Corp’s holdings in UnitedHealth Group were worth $8,182,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently bought and sold shares of UNH. Norges Bank acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $1,572,193,000. Dodge & Cox increased its stake in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $528,273,000. Finally, Amundi increased its position in UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

NYSE UNH opened at $327.41 on Friday. The company’s fifty day moving average is $336.81 and its two-hundred day moving average is $318.07. The firm has a market capitalization of $296.58 billion, a price-to-earnings ratio of 17.09, a P/E/G ratio of 2.14 and a beta of 0.43. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter last year, the company earned $7.15 earnings per share. The firm’s revenue was up 12.2% on a year-over-year basis. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

Wall Street Analysts Forecast Growth

UNH has been the subject of several recent analyst reports. Bank of America upped their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 8th. Cantor Fitzgerald reiterated an “overweight” rating and set a $440.00 price target on shares of UnitedHealth Group in a report on Tuesday, August 26th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Jefferies Financial Group lifted their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Finally, The Goldman Sachs Group began coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Seventeen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Hold” and an average price target of $385.54.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.