Kelleher Financial Advisors Sells 3,061 Shares of UnitedHealth Group Incorporated $UNH

Kelleher Financial Advisors reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 55.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,434 shares of the healthcare conglomerate’s stock after selling 3,061 shares during the quarter. Kelleher Financial Advisors’ holdings in UnitedHealth Group were worth $893,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in UNH. 3Chopt Investment Partners LLC lifted its holdings in shares of UnitedHealth Group by 11.3% in the 3rd quarter. 3Chopt Investment Partners LLC now owns 3,766 shares of the healthcare conglomerate’s stock valued at $1,383,000 after buying an additional 382 shares during the period. Team Financial Group LLC purchased a new stake in shares of UnitedHealth Group in the third quarter valued at approximately $129,000. Focused Wealth Management Inc grew its holdings in UnitedHealth Group by 6.3% during the third quarter. Focused Wealth Management Inc now owns 9,185 shares of the healthcare conglomerate’s stock worth $3,372,000 after acquiring an additional 545 shares during the period. Rakuten Investment Management Inc. raised its position in UnitedHealth Group by 8.9% in the third quarter. Rakuten Investment Management Inc. now owns 161,794 shares of the healthcare conglomerate’s stock worth $60,663,000 after acquiring an additional 13,285 shares in the last quarter. Finally, Third View Private Wealth LLC raised its position in UnitedHealth Group by 19.2% in the third quarter. Third View Private Wealth LLC now owns 1,535 shares of the healthcare conglomerate’s stock worth $564,000 after acquiring an additional 247 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 1.3%

UNH opened at $409.63 on Thursday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The company has a market cap of $367.68 billion, a price-to-earnings ratio of 23.39, a PEG ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The business’s fifty day moving average is $390.73 and its two-hundred day moving average is $363.43.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue for the quarter was down .4% on a year-over-year basis. During the same quarter last year, the business posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

More UnitedHealth Group News

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

• Positive Sentiment: Healthcare-sector strength, reportedly lifted by CVS’s better-than-expected results, helped support UNH shares. UnitedHealth Gains as CVS Earnings Beat Lifts Managed-Care Sector
• Positive Sentiment: UnitedHealth’s board declared a quarterly dividend of $2.32 per share—$9.28 annualized, equivalent to a reported 2.3% yield. Shareholders of record December 7 are due payment December 15. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Negative Sentiment: Sen. Elizabeth Warren renewed calls for scrutiny of UnitedHealth’s scale following its Amedisys deal, arguing the acquisition increases its influence over care and costs. Mark Cuban also warned that AI could disrupt large healthcare companies, explicitly including UNH. These are potential longer-term regulatory and business-model risks, not announcements of new action against the company. UnitedHealth Draws Breakup Pressure as AI Threat Enters the Story

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated 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 transaction, the chief executive officer owned 15,328 shares in the company, 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 legal filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent analyst reports. UBS Group reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, October 13th. Oppenheimer increased their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Wells Fargo & Company reduced their price objective on shares of UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a research note on Tuesday, October 27th. Erste Group Bank downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Thursday, August 27th. Finally, New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research report on Friday, October 9th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $463.93.

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.