SOL Capital Management CO Purchases 6,250 Shares of UnitedHealth Group Incorporated $UNH

SOL Capital Management CO raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 33.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,187 shares of the healthcare conglomerate’s stock after acquiring an additional 6,250 shares during the period. SOL Capital Management CO’s holdings in UnitedHealth Group were worth $8,697,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. Financiere des Professionnels Fonds d investissement inc. raised its position in shares of UnitedHealth Group by 85.1% during the second quarter. Financiere des Professionnels Fonds d investissement inc. now owns 1,501 shares of the healthcare conglomerate’s stock valued at $468,000 after buying an additional 690 shares during the last quarter. Exchange Traded Concepts LLC grew its position in UnitedHealth Group by 48.0% during the second quarter. Exchange Traded Concepts LLC now owns 4,184 shares of the healthcare conglomerate’s stock worth $1,305,000 after buying an additional 1,357 shares in the last quarter. Finally, Redhawk Wealth Advisors Inc. raised its holdings in UnitedHealth Group by 184.5% in the 2nd quarter. Redhawk Wealth Advisors Inc. now owns 1,812 shares of the healthcare conglomerate’s stock valued at $565,000 after acquiring an additional 1,175 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $331.25 on Friday. The business’s fifty day moving average is $330.33 and its two-hundred day moving average is $322.12. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The firm has a market cap of $300.06 billion, a P/E ratio of 17.29, a P/E/G ratio of 2.05 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter in the prior year, the company earned $7.15 EPS. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analysts Set New Price Targets

UNH has been the subject of a number of recent research reports. Royal Bank Of Canada upped their target price on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Mizuho lifted their target price on shares of UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target for the company. Wells Fargo & Company increased their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. Finally, Sanford C. Bernstein increased their price objective on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

UnitedHealth Group Company 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.