39,650 Shares in UnitedHealth Group Incorporated $UNH Purchased by Compass Wealth Management LLC

Key Points

• Compass Wealth Management LLC purchased a new stake of 39,650 shares of UnitedHealth (≈$13.69 million), representing about 2.1% of its portfolio and the firm’s 16th-largest holding.
• UnitedHealth beat EPS estimates in its last quarterly report (reported Oct. 28: $2.92 vs. $2.87), delivered 12.2% revenue growth year‑over‑year, and pays an annualized dividend of $8.84 (≈2.5% yield).
• Regulatory risk pressured the stock after a proposal to keep Medicare Advantage rates roughly flat sparked a sector selloff and some analyst downgrades, though the consensus remains a “Moderate Buy” with an average target near $386.33.

Compass Wealth Management LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 39,650 shares of the healthcare conglomerate's stock, valued at approximately $13,691,000. UnitedHealth Group accounts for approximately 2.1% of Compass Wealth Management LLC's portfolio, making the stock its 16th biggest position.

Several other large investors have also recently made changes to their positions in UNH. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the second quarter worth about $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the 2nd quarter worth about $29,000. Islay Capital Management LLC acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $33,000. Finally, Riggs Asset Managment Co. Inc. grew its stake in UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate's stock valued at $33,000 after acquiring an additional 43 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Down 1.1%

Shares of UNH opened at $352.32 on Tuesday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The firm has a 50-day moving average price of $332.71 and a 200 day moving average price of $323.96. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market capitalization of $319.15 billion, a P/E ratio of 18.39, a P/E/G ratio of 2.15 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to analysts' expectations of $113.19 billion. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business's revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $7.15 EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group's payout ratio is currently 46.14%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on UNH. Jefferies Financial Group lifted their target price on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a "buy" rating in a research report on Friday, October 17th. Barclays boosted their price objective on UnitedHealth Group from $386.00 to $391.00 and gave the stock an "overweight" rating in a research note on Monday, January 5th. Wells Fargo & Company lifted their price target on UnitedHealth Group from $267.00 to $400.00 and gave the stock an "overweight" rating in a research note on Tuesday, October 7th. Bank of America raised their price objective on UnitedHealth Group from $350.00 to $390.00 and gave the company a "neutral" rating in a report on Wednesday, October 8th. Finally, UBS Group increased their target price on shares of UnitedHealth Group from $378.00 to $430.00 and gave the company a "buy" rating in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and an average target price of $386.33.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Baird frames UnitedHealth’s decision to rebate ACA profits to customers as a strategic, industry‑positive move that could preserve market positioning and limit regulatory scrutiny. Baird Calls UNH’s ACA Rebate Strategic
• Neutral Sentiment: UNH is reporting Q4 results and holding an earnings call on Jan. 27 — an immediate catalyst that will drive short‑term volatility as investors digest revenue, margin trends and management guidance. Earnings Call Transcript / Upcoming Report
• Neutral Sentiment: Analysts have been updating forecasts ahead of the print; some boutiques and accuracy‑ranked analysts revised estimates — these changes shape expectations but outcomes will depend on the actual guidance. Analysts Revise Forecasts Ahead of Earnings
• Neutral Sentiment: Coverage pieces and previews (e.g., Seeking Alpha, Blockonomi) discuss whether Q4 results can stabilize the stock after prior declines; useful for scenario analysis but not new fundamentals. Guidance In Focus During Quarterly Results
• Neutral Sentiment: Routine coverage of analyst upgrades/downgrades and pre‑earnings expectation pieces are circulating; these can nudge sentiment intraday but are secondary to the regulatory and earnings headlines. Analyst Upgrades/Downgrades Roundup
• Negative Sentiment: The Trump administration proposed keeping Medicare Advantage rates roughly flat for next year (average increase ~0.09%), a development that directly reduces expected revenue growth for insurers with MA exposure and triggered significant selling pressure across the sector. WSJ/Reuters: Proposal to Keep Medicare Rates Steady
• Negative Sentiment: Market reaction was sharp: major health insurers, including UnitedHealth, fell in extended trading after the rate proposal was reported — this reflects investor concern about near‑term earnings/loss of margin leverage from Medicare Advantage. CNBC: Health Insurers Tumble After Rate Proposal
• Negative Sentiment: Morgan Stanley trimmed its price target on UNH to $409, signaling lowered analyst conviction on near‑term upside and adding downward pressure on sentiment ahead of earnings. Morgan Stanley Cuts UNH Price Target

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company's benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

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