UnitedHealth Group Incorporated $UNH Stock: Milestone Asset Management LLC Boosts Position

Milestone Asset Management LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.4% in the third quarter, HoldingsChannel.com reports. The fund owned 12,480 shares of the healthcare conglomerate’s stock after buying an additional 1,570 shares during the quarter. Milestone Asset Management LLC’s holdings in UnitedHealth Group were worth $4,581,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of UNH. BlackRock Inc. increased its stake in shares of UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares in the last quarter. State Street Corp lifted its stake in UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after buying an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in 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 buying an additional 616,723 shares during the last quarter. Wellington Management Group LLP increased its position in UnitedHealth Group by 5.8% during the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock worth $4,436,923,000 after buying an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP increased its position in UnitedHealth Group by 1,443.7% during the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after buying an additional 7,900,011 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

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

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on UNH shares. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. The Goldman Sachs Group increased their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Truist Financial lifted their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Zacks Research downgraded shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Finally, Argus upped their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a report on Monday, July 20th. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $461.48.

UnitedHealth Group Trading Up 3.0%

Shares of UNH stock opened at $407.45 on Friday. The firm’s 50-day simple moving average is $387.17 and its 200-day simple moving average is $384.52. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm 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 earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same period last year, the company earned $2.59 earnings per share. The company’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 20.66 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

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

UnitedHealth Group Company 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.