Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 726,156 shares of the healthcare conglomerate’s stock, valued at approximately $266,557,000.
Several other large investors also recently bought and sold shares of the business. BlackRock Inc. raised its stake in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares in the last quarter. State Street Corp grew 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 buying an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after buying an additional 616,723 shares during the last quarter. Wellington Management Group LLP raised its position in shares of UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after buying an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP lifted its holdings in shares of UnitedHealth Group by 1,443.7% in the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock valued at $3,510,920,000 after acquiring an additional 7,900,011 shares during the last quarter. 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 approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
- Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
- Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
- Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
- Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings
Wall Street Analysts Forecast Growth
Several research analysts recently commented on the company. Stephens set a $500.00 price target on UnitedHealth Group in a research report on Friday, October 16th. The Goldman Sachs Group raised 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. Cantor Fitzgerald raised their price objective on UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. HSBC boosted their target price on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Finally, Mizuho increased their price target on UnitedHealth Group from $493.00 to $500.00 and gave the company an “outperform” rating in a report on Thursday, October 22nd. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.
Get Our Latest Stock Analysis on UNH
UnitedHealth Group Trading Down 1.0%
UNH opened at $406.67 on Friday. The stock has a market cap of $365.02 billion, a price-to-earnings ratio of 23.23, a P/E/G ratio of 1.47 and a beta of 0.60. The stock’s 50 day moving average price is $390.20 and its 200-day moving average price is $362.40. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results 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. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same period last year, the company earned $2.59 EPS. UnitedHealth Group’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. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.
UnitedHealth Group Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were given a dividend of $2.32 per share. 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 dividend payout ratio (DPR) is 53.00%.
About UnitedHealth Group
UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.
The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.
Further Reading
- Five stocks we like better than UnitedHealth Group
- Starbucks Says Its Turnaround Is Done—The Numbers Make a Strong Case (With 1 Catch)
- 3 Robotics ETFs, 3 Different Ways to Bet on Humanoid Robots
- Can Microsoft Turn a Leaner Workforce and Record AI Spending Into Bigger Profits?
- Why JFrog Could Be the Software Infrastructure Company to Beat in the AI Boom
Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH – Free Report).
Receive News & Ratings for UnitedHealth Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UnitedHealth Group and related companies with MarketBeat.com's FREE daily email newsletter.
