University of Texas Texas AM Investment Management Co. Purchases 21,330 Shares of UnitedHealth Group Incorporated $UNH

University of Texas Texas AM Investment Management Co. increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 4,490.5% during the third quarter, Holdings Channel reports. The fund owned 21,805 shares of the healthcare conglomerate’s stock after purchasing an additional 21,330 shares during the quarter. UnitedHealth Group comprises approximately 1.0% of University of Texas Texas AM Investment Management Co.’s investment portfolio, making the stock its 21st largest position. University of Texas Texas AM Investment Management Co.’s holdings in UnitedHealth Group were worth $8,004,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Corient Private Wealth LP acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $245,516,000. Legal & General Group Plc bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $2,444,928,000. Jupiter Topco LLC acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $2,019,844,000. BlackRock Inc. boosted its position in shares of UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the period. Finally, Canada Pension Plan Investment Board bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $971,757,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Price Performance

NYSE UNH opened at $394.14 on Monday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a market capitalization of $353.16 billion, a PE ratio of 22.51, a P/E/G ratio of 1.43 and a beta of 0.51. The company’s 50 day simple moving average is $390.62 and its 200 day simple moving average is $364.03. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The firm had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s payout ratio is currently 53.00%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Argus lifted their target price on UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research note on Monday, July 20th. HC Wainwright set a $500.00 price target on UnitedHealth Group in a research report on Friday, October 16th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Barclays cut their price objective on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 14th. Finally, Erste Group Bank downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Thursday, August 27th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $463.93.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

UnitedHealth Group Company Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.