Ibex Wealth Advisors trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 30.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,442 shares of the healthcare conglomerate’s stock after selling 12,006 shares during the quarter. Ibex Wealth Advisors’ holdings in UnitedHealth Group were worth $10,073,000 at the end of the most recent reporting period.
Several other large investors also recently modified their holdings of the stock. Corient Private Wealth LP acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $245,516,000. Legal & General Group Plc acquired a new position in UnitedHealth Group in the 2nd quarter valued at about $2,444,928,000. Jupiter Topco LLC bought a new position in UnitedHealth Group in the 2nd quarter valued at about $2,019,844,000. BlackRock Inc. lifted its position in UnitedHealth Group by 4.6% during 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 during the last quarter. Finally, Canada Pension Plan Investment Board acquired a new stake in UnitedHealth Group during the second quarter worth approximately $971,757,000. 87.86% of the stock is owned by institutional investors.
Insider Buying and Selling at UnitedHealth Group
In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The stock was 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 in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.
UnitedHealth Group News Roundup
Here’s some of the latest news about UNH:
- Positive Sentiment: Optum Rx reported higher operating earnings in the third quarter of 2026 despite lower prescription volumes. Biosimilar adoption and operating efficiencies helped offset pressure, demonstrating the segment’s ability to grow profitability amid membership challenges. Article: Can UNH’s Optum Rx Sustain Profit Growth as Prescription Volumes Fall?
- Positive Sentiment: Recent commentary says analysts remain optimistic, and another article argues the shares may still be below fair value. It cites board changes and a sharper focus on medical-cost management and pricing as factors that could support earnings, though valuation depends on execution. Article: Do Wall Street Analysts Like UnitedHealth Group Stock? Article: UnitedHealth Group Stock Still Looks Below Fair Value After Board Appointment
- Neutral Sentiment: A technical analysis described UNH as consolidating, with neutral momentum and thin volume, suggesting no strong near-term signal from trading activity. Article: UnitedHealth Stock Price Prediction
UnitedHealth Group Stock Performance
Shares of NYSE:UNH traded up $2.49 on Friday, reaching $407.62. 3,467,004 shares of the company’s stock were exchanged, compared to its average volume of 5,162,694. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a fifty day moving average of $391.36 and a 200-day moving average of $365.66. The company has a market capitalization of $365.23 billion, a price-to-earnings ratio of 23.28, a PEG ratio of 1.47 and a beta of 0.51. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released 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 company had revenue of $112.72 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.
UnitedHealth Group Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is currently 53.00%.
Wall Street Analysts Forecast Growth
UNH has been the topic of several research reports. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, October 8th. Piper Sandler lifted their price target on UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. TD Cowen restated a “hold” rating and issued a $402.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. Royal Bank Of Canada upped their price objective on UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a report on Tuesday, October 20th. Finally, JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $463.93.
UnitedHealth Group 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.
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