20,424 Shares in UnitedHealth Group Incorporated $UNH Acquired by Machina Capital S.A.S.

Machina Capital S.A.S. purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 20,424 shares of the healthcare conglomerate’s stock, valued at approximately $7,497,000. UnitedHealth Group comprises about 1.0% of Machina Capital S.A.S.’s holdings, making the stock its 8th largest holding.

Other hedge funds also recently made changes to their positions in the company. BlackRock Inc. grew its position in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after acquiring an additional 3,395,530 shares in the last quarter. State Street Corp raised its position in UnitedHealth Group by 0.7% during the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after purchasing an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp raised its position in UnitedHealth Group by 6.1% during the second 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 purchasing an additional 616,723 shares in the last quarter. Wellington Management Group LLP lifted its stake 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 purchasing an additional 583,536 shares during the last quarter. Finally, Corient Private Wealth LP boosted 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 worth $3,510,920,000 after purchasing an additional 7,900,011 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $404.88 on Wednesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The business’s 50 day simple moving average is $390.98 and its two-hundred day simple moving average is $364.53. The stock has a market capitalization of $362.78 billion, a P/E ratio of 23.12, a price-to-earnings-growth ratio of 1.44 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.72 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the prior year, the firm posted $2.59 earnings per share. The business’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. Analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Mizuho increased their price objective on UnitedHealth Group from $493.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday, October 22nd. Morgan Stanley boosted their target price on UnitedHealth Group from $529.00 to $531.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 27th. Cantor Fitzgerald upped their target price on UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Truist Financial lifted their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Finally, Piper Sandler boosted their price objective on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the 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 owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is owned by insiders.

UnitedHealth Group Company Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.