UniSuper Management Pty Ltd Boosts Stake in UnitedHealth Group Incorporated $UNH

UniSuper Management Pty Ltd boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 39.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 74,583 shares of the healthcare conglomerate’s stock after acquiring an additional 21,277 shares during the period. UniSuper Management Pty Ltd’s holdings in UnitedHealth Group were worth $25,754,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. bought a new stake in shares of UnitedHealth Group in the second quarter worth $29,000. Islay Capital Management LLC bought a new position in UnitedHealth Group in the second quarter valued at about $31,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its stake in shares of UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after purchasing an additional 43 shares during the period. Institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

UnitedHealth Group Stock Up 0.6%

NYSE UNH opened at $356.46 on Friday. 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 12 month low of $234.60 and a 12 month high of $606.36. The stock’s 50 day moving average is $332.07 and its 200 day moving average is $323.33. The stock has a market cap of $322.89 billion, a PE ratio of 18.60, a P/E/G ratio of 2.14 and a beta of 0.42.

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

UnitedHealth Group Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Deutsche Bank Aktiengesellschaft cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a report on Wednesday, October 29th. KeyCorp raised their target price on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday. Morgan Stanley lowered their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, Jefferies Financial Group raised their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

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.