Signal Advisors Wealth LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 76.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,161 shares of the healthcare conglomerate’s stock after acquiring an additional 3,107 shares during the quarter. Signal Advisors Wealth LLC’s holdings in UnitedHealth Group were worth $2,473,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of UnitedHealth Group in the second quarter valued at $3,837,207,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group in the 2nd quarter valued at about $1,572,193,000. Dodge & Cox boosted its stake in shares of UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Lone Pine Capital LLC purchased a new stake in UnitedHealth Group during the 2nd quarter worth approximately $528,273,000. Finally, Amundi boosted its position in UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after buying an additional 1,565,245 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
UNH has been the topic of several analyst reports. KeyCorp increased their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. Leerink Partners set a $410.00 price objective on UnitedHealth Group and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Barclays lifted their price target on shares of UnitedHealth Group from $352.00 to $386.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Jefferies Financial Group increased their price objective on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Finally, Wells Fargo & Company boosted their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Seventeen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Hold” and a consensus price target of $385.54.
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?
UnitedHealth Group Price Performance
Shares of UNH opened at $327.41 on Friday. The firm has a fifty day moving average price of $336.81 and a 200 day moving average price of $318.07. The stock has a market cap of $296.58 billion, a PE ratio of 17.09, a price-to-earnings-growth ratio of 2.14 and a beta of 0.43. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. 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 (NYSE:UNH – Get Free Report) last posted 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. The business had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $7.15 EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.
UnitedHealth Group Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued 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 of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is presently 46.14%.
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.
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