UnitedHealth Group Incorporated $UNH Holdings Lessened by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,529 shares of the healthcare conglomerate’s stock after selling 4,728 shares during the quarter. Ninety One SA Pty Ltd’s holdings in UnitedHealth Group were worth $10,146,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Ninety One North America Inc. increased its position in shares of UnitedHealth Group by 24.8% in the third quarter. Ninety One North America Inc. now owns 14,374 shares of the healthcare conglomerate’s stock worth $5,276,000 after purchasing an additional 2,856 shares during the period. WealthPlan Investment Management LLC grew its stake in UnitedHealth Group by 12.9% during the third quarter. WealthPlan Investment Management LLC now owns 21,049 shares of the healthcare conglomerate’s stock worth $7,727,000 after buying an additional 2,400 shares in the last quarter. Purus Wealth Management LLC increased its holdings in UnitedHealth Group by 16.7% in the 3rd quarter. Purus Wealth Management LLC now owns 818 shares of the healthcare conglomerate’s stock valued at $300,000 after buying an additional 117 shares during the period. SBE LLC DBA Cedar Cove Wealth Partners raised its position in shares of UnitedHealth Group by 2.4% in the 3rd quarter. SBE LLC DBA Cedar Cove Wealth Partners now owns 1,306 shares of the healthcare conglomerate’s stock valued at $480,000 after buying an additional 31 shares in the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its holdings in shares of UnitedHealth Group by 40.6% during the 3rd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 1,645 shares of the healthcare conglomerate’s stock worth $604,000 after acquiring an additional 475 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Trading Up 3.0%

UNH opened at $407.45 on Friday. The company’s 50 day moving average is $387.17 and its 200-day moving average is $384.52. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $365.72 billion, a P/E ratio of 23.27, a PEG ratio of 1.43 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same period in the prior year, the company earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 20.66 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Analysts Set New Price Targets

Several research firms recently issued reports on UNH. Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. New Street Research set a $402.00 price objective on shares of UnitedHealth Group in a research report on Friday, October 9th. DA Davidson set a $512.00 target price on UnitedHealth Group in a research note on Tuesday, July 21st. Leerink Partners raised their target price on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Finally, Barclays decreased their price target on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating on the stock in a research note on Wednesday. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $461.48.

Insider Activity

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

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
• Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
• Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
• Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

About UnitedHealth Group

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.