18,682 UnitedHealth Group Incorporated $UNH Shares Bought by Aware Super Pty Ltd as trustee of Aware Super

Key Points

• Aware Super increased its UnitedHealth Group stake by 30.4% in the third quarter, buying 18,682 additional shares for a total holding of 80,103 shares valued at approximately $29.4 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $4.69, beating analyst expectations of $4.14, while revenue reached $112.7 billion. However, revenue declined 0.4% year over year, and the stock recently traded down 1.7% at $400.19.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $463.93. The company also pays a quarterly dividend of $2.32 per share, equivalent to a 2.3% yield.

Aware Super Pty Ltd as trustee of Aware Super grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 30.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 80,103 shares of the healthcare conglomerate's stock after purchasing an additional 18,682 shares during the period. Aware Super Pty Ltd as trustee of Aware Super's holdings in UnitedHealth Group were worth $29,404,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the business. General Partner Inc. acquired a new stake in UnitedHealth Group during the 3rd quarter valued at approximately $512,000. PBCay One RSC Ltd acquired a new stake in shares of UnitedHealth Group in the first quarter worth $14,343,000. Lee Johnson Capital Management LLC purchased a new position in shares of UnitedHealth Group during the second quarter worth $6,180,000. Kinsale Capital Group Inc. lifted its position in UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after purchasing an additional 4,557 shares during the period. Finally, Kelleher Financial Advisors lifted its position in UnitedHealth Group by 135.9% during the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate's stock valued at $2,284,000 after purchasing an additional 3,166 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Down 1.7%

UNH stock opened at $400.19 on Tuesday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The firm has a market cap of $359.21 billion, a P/E ratio of 22.85, a PEG ratio of 1.47 and a beta of 0.60. The company's 50-day simple moving average is $390.39 and its 200-day simple moving average is $362.73.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating the consensus estimate 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 quarter in the previous year, the business earned $2.59 EPS. UnitedHealth Group's revenue for the quarter was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were 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 of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is presently 53.00%.

Insider Transactions at UnitedHealth Group

In other 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 value of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is currently owned by insiders.

Analysts Set New Price Targets

UNH has been the topic of several analyst reports. The Goldman Sachs Group increased their price target on UnitedHealth Group from $435.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Sanford C. Bernstein decreased their price objective on UnitedHealth Group from $512.00 to $500.00 and set an "outperform" rating for the company in a report on Wednesday, October 14th. Oppenheimer upped their target price on UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Erste Group Bank lowered UnitedHealth Group from a "buy" rating to a "hold" rating in a report on Thursday, August 27th. Finally, Jefferies Financial Group lifted their price target on UnitedHealth Group from $401.00 to $490.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $463.93.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Value investors see recovery potential. BetterInvesting Magazine named UnitedHealth its “Undervalued Stock” for its January–February 2027 issue, suggesting the company’s valuation may not fully reflect its earnings power or potential margin recovery. BetterInvesting Magazine Update on Amazon.com and UnitedHealth Group
• Positive Sentiment: ETF demand provided a favorable technical signal. ETFs recorded approximately $35 million of net UnitedHealth purchases on October 29, with 41 funds buying shares versus 19 selling. The four-day buying streak could indicate institutional interest at lower valuations. UnitedHealth Sees $35 Million in Net ETF Buying
• Positive Sentiment: Optum Insight is investing in AI. UnitedHealth is expanding AI tools to improve claims processing and operational efficiency. If successfully implemented, the investment could support productivity, margin improvement and longer-term profit growth, although rising costs remain a constraint. Will UNH’s Optum Insight Spending Translate Into Profit Growth?
• Negative Sentiment: Political and antitrust risk remains the main overhang. Senator Elizabeth Warren renewed calls to break up “big medicine,” arguing that the Justice Department’s approval of UnitedHealth’s $3.3 billion Amedisys acquisition gave the company greater market power. Such criticism increases uncertainty around regulation, acquisitions and reimbursement practices. Elizabeth Warren Wants to Break Up UnitedHealth
• Negative Sentiment: Broader criticism of insurers adds reputational risk. Mark Cuban said employers may increasingly use AI to identify excessive healthcare costs, potentially weakening the bargaining position of large insurers and pressuring industry margins. Mark Cuban on Healthcare Costs

UnitedHealth Group Company Profile

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.

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