UnitedHealth Group Incorporated $UNH Shares Acquired by Tema Etfs LLC

Tema Etfs LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 290.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 23,927 shares of the healthcare conglomerate’s stock after acquiring an additional 17,795 shares during the quarter. UnitedHealth Group comprises approximately 0.7% of Tema Etfs LLC’s portfolio, making the stock its 28th biggest holding. Tema Etfs LLC’s holdings in UnitedHealth Group were worth $8,262,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group during the second quarter worth about $25,000. Bayforest Capital Ltd increased its holdings in UnitedHealth Group by 685.7% in the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares during the last quarter. Sagard Holdings Management Inc. purchased a new position in UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC acquired a new stake in UnitedHealth Group in the second quarter valued at about $31,000. Finally, Riggs Asset Managment Co. Inc. raised its stake in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. KeyCorp increased their price target on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. UBS Group boosted their price objective on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Jefferies Financial Group lifted their price target 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, Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research note on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Evercore analysts upgraded UnitedHealth to a “strong-buy,” signaling confidence in 2026 growth and supporting near-term upside for the stock. Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?
• Positive Sentiment: Bernstein raised its price target to $444 (from $440) and kept an Outperform rating, which supports higher valuation expectations for UNH. Bernstein Lifts PT on UnitedHealth Group (UNH) to $444 From $440
• Positive Sentiment: Barclays bumped its target to $391 and kept an Overweight rating, citing managed-care margin recovery that could lift UNH in 2026. UnitedHealth (UNH) Poised to Benefit as Investor Focus Shifts Away From AI, Says Barclays
• Positive Sentiment: Evercore ISI’s upgrade earlier in the week drove a short-term bounce (shares were reported up ~2% on the call), reinforcing analyst conviction that could attract flow into UNH. Zacks / Evercore ISI upgrade reporting
• Neutral Sentiment: The healthcare sector’s rebound and ETF inflows (e.g., Vanguard Health Care ETF) are creating a supportive backdrop for UNH as investors rotate into under-owned healthcare names. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Coverage pieces note rising analyst confidence is changing UNH’s investment story—more upgrades and target lifts can reduce short-term volatility but also price in expectations. How Rising Analyst Confidence At UnitedHealth Group (UNH) Has Changed Its Investment Story
• Negative Sentiment: An explanatory piece outlines factors that have recently hit UnitedHealth’s performance (operational or market pressures referenced), which helps explain why shares are softer despite bullish analyst action. Here’s What Hit UnitedHealth Group’s (UNH) Performance

UnitedHealth Group Trading Down 0.9%

Shares of UnitedHealth Group stock opened at $343.83 on Monday. The business has a 50 day moving average price of $329.51 and a 200 day moving average price of $321.33. The company has a market capitalization of $311.46 billion, a P/E ratio of 17.95, a P/E/G ratio of 2.08 and a beta of 0.42. 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 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $7.15 earnings per share. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. UnitedHealth Group’s payout ratio is 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.