UnitedHealth Group Incorporated $UNH Stock Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 8.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 161,794 shares of the healthcare conglomerate’s stock after buying an additional 13,285 shares during the quarter. Rakuten Investment Management Inc.’s holdings in UnitedHealth Group were worth $60,663,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of UNH. BlackRock Inc. boosted its holdings in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. State Street Corp increased its holdings in UnitedHealth Group by 0.7% during the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after purchasing an additional 301,081 shares during the period. Bank of New York Mellon Corp raised its position in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after purchasing an additional 616,723 shares in the last quarter. Wellington Management Group LLP boosted its stake in shares of UnitedHealth Group by 5.8% in the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after buying an additional 583,536 shares during the period. Finally, Corient Private Wealth LP boosted its stake in shares of UnitedHealth Group by 1,443.7% in the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock valued at $3,510,920,000 after buying an additional 7,900,011 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UNH stock opened at $403.10 on Wednesday. The business has a 50 day moving average price of $390.47 and a 200 day moving average price of $363.08. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market cap of $361.81 billion, a price-to-earnings ratio of 23.02, a PEG ratio of 1.45 and a beta of 0.51. 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 issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the previous year, the firm earned $2.59 EPS. The company’s revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Earnings and outlook are key tailwinds. UnitedHealth’s quarterly EPS and revenue beat analysts’ estimates, and the company raised its 2026 profit outlook. Those results helped drive an approximately 11% share gain over the month through October 30. UnitedHealth Just Gained 11% in a Month: Take Profits, or Buy More?
• Positive Sentiment: Buying and value-oriented endorsements provide support. ETFs recorded net purchases of UnitedHealth shares, including $35 million in buying on October 29. BetterInvesting Magazine also named UNH its “Undervalued Stock,” though such selections are not a guarantee of future performance. UnitedHealth Group Draws ETF Buying BetterInvesting Magazine Update
• Neutral Sentiment: Optum Insight’s AI investment is a longer-term opportunity with execution risk. UnitedHealth is expanding AI tools to improve efficiency and claims processing, but rising costs mean the spending still needs to translate into profit growth. Will UNH’s Optum Insight Spending Translate Into Profit Growth?
• Negative Sentiment: Political scrutiny could weigh on sentiment. Senator Elizabeth Warren criticized the Trump administration’s approval of UnitedHealth’s $3.3 billion Amedisys acquisition, arguing the deal increases the company’s power over costs and patient care. The comments renew attention to potential regulatory and political risks. Elizabeth Warren Criticizes UnitedHealth’s Amedisys Deal

Analysts Set New Price Targets

A number of analysts recently weighed in on UNH shares. Weiss Ratings upgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. Erste Group Bank downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Leerink Partners boosted their price target on shares of UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Truist Financial raised their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Finally, HC Wainwright set a $500.00 price objective on shares of UnitedHealth Group in a research report on Friday, October 16th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $463.93.

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.