KLP Kapitalforvaltning AS Buys 19,600 Shares of UnitedHealth Group Incorporated $UNH

KLP Kapitalforvaltning AS lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 345,935 shares of the healthcare conglomerate’s stock after purchasing an additional 19,600 shares during the quarter. UnitedHealth Group comprises 0.5% of KLP Kapitalforvaltning AS’s investment portfolio, making the stock its 29th biggest holding. KLP Kapitalforvaltning AS’s holdings in UnitedHealth Group were worth $119,451,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $3,837,207,000. Berkshire Hathaway Inc acquired a new position in UnitedHealth Group during the second quarter worth $1,572,193,000. Dodge & Cox increased its position in shares of UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC bought a new position in UnitedHealth Group in the 2nd quarter valued at about $528,273,000. Finally, Amundi increased its holdings in UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after purchasing an additional 1,565,245 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $348.81 on Wednesday. The firm’s 50 day simple moving average is $329.71 and its 200 day simple moving average is $320.46. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a market capitalization of $315.97 billion, a PE ratio of 18.21, a price-to-earnings-growth ratio of 2.06 and a beta of 0.42.

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, beating the consensus estimate of $2.87 by $0.05. The firm had revenue of $113.16 billion for 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 company’s revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the firm posted $7.15 EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is currently 46.14%.

Analysts Set New Price Targets

Several brokerages have weighed in on UNH. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. Sanford C. Bernstein raised their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. 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 note on Friday, October 17th. JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. Finally, Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a report on Wednesday, October 29th. Seventeen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $385.75.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Evercore kept an outperform view on UNH despite elevated utilization trends, signaling that a major sell-side firm still sees upside versus peers and is comfortable with UnitedHealth’s longer-term fundamentals. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an overweight rating, providing a fresh analyst-led valuation catalyst and suggesting ~12% upside from recent levels. Barclays raises price target on UNH
• Positive Sentiment: Retail/investor media continues to include UnitedHealth on candidate lists for long-term portfolios (e.g., Motley Fool’s picks), which can support buying interest from growth-oriented retail investors. 10 Magnificent Stocks That Can Make You Richer in 2026
• Neutral Sentiment: Sustainable Growth Advisers (SGA) reported it maintained its stake in UNH, which signals no large-scale institutional selling in that portfolio but isn’t an active bullish endorsement. SGA Global Growth Strategy Maintained Its Stake in UnitedHealth (UNH)
• Neutral Sentiment: Two recent analyses reassess UNH’s valuation after an operational overhaul and shifting expectations for earnings recovery — they highlight that much depends on upcoming Q4 results and 2026 guidance, making near-term direction data-driven. UnitedHealth Group (UNH): Reassessing Valuation After Operational Overhaul, Margin Pressure and Upcoming 2026 Updates Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations
• Neutral Sentiment: A WSJ piece on how corporate security changed after last year’s high-profile incident involving UnitedHealth highlights non-financial reputational and security costs; relevant to governance and potential incremental spending but not an immediate earnings driver. How Corporate Security Has Changed a Year After UnitedHealth Killing
• Negative Sentiment: Zacks underscores that UNH shares have fallen significantly over the last year amid cost and margin pressure and warns that Q4 results and 2026 guidance are key tests — this framing keeps downside risk top of mind for investors. UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?

About UnitedHealth Group

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.