UnitedHealth Group Incorporated $UNH Stock Position Raised by Ninety One North America Inc.

Ninety One North America Inc. boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 24.8% in the 3rd quarter, Holdings Channel reports. The fund owned 14,374 shares of the healthcare conglomerate’s stock after acquiring an additional 2,856 shares during the quarter. Ninety One North America Inc.’s holdings in UnitedHealth Group were worth $5,276,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. lifted its position in 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 in the last quarter. State Street Corp increased its stake in shares of UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after acquiring an additional 301,081 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after acquiring an additional 2,097,859 shares during the period. Bank of New York Mellon Corp boosted its position in shares of UnitedHealth Group by 6.1% during 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 acquiring an additional 616,723 shares during the last quarter. Finally, Wellington Management Group LLP grew its holdings in shares of UnitedHealth Group by 5.8% in the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after purchasing an additional 583,536 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Earnings beat and raised guidance: UnitedHealth reported third-quarter revenue of $112.7 billion and adjusted EPS of $4.69, exceeding consensus estimates. Management raised its 2026 adjusted EPS outlook to at least $20.50, above the prior range and analyst expectations. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery is improving: The medical care ratio improved to 88.4%, while better cost management, pricing discipline and benefit changes supported profitability. Goldman Sachs said Medicare Advantage margins are recovering faster than expected, and UnitedHealth described 2026 as a potential bottom for Medicaid margins. Goldman Sachs report on UNH earnings and margin recovery
• Positive Sentiment: 2027 growth prospects attract bullish analyst views: Management highlighted a potential return to stronger growth, including 13%–16% long-term earnings growth, special-needs Medicare plans, expanded coverage and AI tools that reduce administrative work. Goldman Sachs raised its price target to $506, while Piper Sandler maintained an overweight rating with a $504 target. Can UNH’s focus on special needs plans strengthen Medicare growth?
• Neutral Sentiment: Analyst views remain divided: Piper Sandler and Goldman Sachs see substantial upside, but TD Cowen reaffirmed a hold rating with a $402 target. Barclays and Robert W. Baird also reduced their targets, reflecting uncertainty about the pace of recovery.
• Negative Sentiment: Growth risks remain: Revenue was essentially flat year over year, membership has declined, and investors continue to question the company’s growth path. Commercial medical costs and Medicaid pressure could delay broader margin recovery, leaving some analysts concerned that the recent earnings positives are already reflected in the valuation. UnitedHealth beats on earnings, but investors question growth path

UnitedHealth Group Trading Up 3.7%

Shares of UNH stock traded up $14.79 during trading hours on Thursday, hitting $410.41. The company had a trading volume of 5,614,979 shares, compared to its average volume of 7,369,734. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The stock has a market capitalization of $368.38 billion, a PE ratio of 23.43, a price-to-earnings-growth ratio of 1.41 and a beta of 0.60. The company’s fifty day moving average is $387.10 and its 200 day moving average is $383.47. 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 announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the previous year, the company earned $2.59 earnings per share. The firm’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 20.00 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, September 22nd. Investors of record on Monday, September 14th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the 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 transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of analyst reports. JPMorgan Chase & Co. lifted their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Cantor Fitzgerald increased their price target on shares of UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. HSBC raised their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. Leerink Partners lifted their price target on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Finally, UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $461.48.

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.