4,101 Shares in UnitedHealth Group Incorporated $UNH Acquired by ICW Investment Advisors LLC

Key Points

• ICW Investment Advisors acquired 4,101 UnitedHealth shares worth approximately $1.5 million in the third quarter. Institutional investors and hedge funds collectively own 87.86% of the company.
• UnitedHealth exceeded quarterly expectations, reporting $4.69 in EPS versus the $4.14 consensus and $112.7 billion in revenue. Analysts maintain a “Moderate Buy” consensus with an average price target of $463.93.
• Long-term earnings expectations improved, but near-term risks remain from elevated medical costs, margin pressure and legal uncertainty. The company also pays a quarterly dividend of $2.32 per share, representing a 2.3% yield.

ICW Investment Advisors LLC acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,101 shares of the healthcare conglomerate's stock, valued at approximately $1,506,000.

Other large investors have also recently bought and sold shares of the company. Pinnacle Wealth Planning Services Inc. increased its stake in UnitedHealth Group by 3.0% during the third quarter. Pinnacle Wealth Planning Services Inc. now owns 4,556 shares of the healthcare conglomerate's stock valued at $1,672,000 after acquiring an additional 133 shares during the period. Lynx Investment Advisory lifted its position in shares of UnitedHealth Group by 24.3% in the 3rd quarter. Lynx Investment Advisory now owns 1,722 shares of the healthcare conglomerate's stock worth $632,000 after acquiring an additional 337 shares during the period. Laurel Wealth Advisors LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth approximately $130,000. Conning Inc. increased its position in shares of UnitedHealth Group by 1.5% during the third quarter. Conning Inc. now owns 102,596 shares of the healthcare conglomerate's stock valued at $37,661,000 after purchasing an additional 1,483 shares during the period. Finally, Sigma Investment Counselors Inc. raised its stake in shares of UnitedHealth Group by 53.1% in the third quarter. Sigma Investment Counselors Inc. now owns 15,787 shares of the healthcare conglomerate's stock valued at $5,795,000 after purchasing an additional 5,478 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.19% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Long-term earnings estimates increased. Zacks Research raised its FY2027 EPS forecast to $23.29 from $22.28 and its FY2028 estimate to $26.60 from $25.74, signaling improved expectations for UnitedHealth’s future profitability.
• Positive Sentiment: Morgan Stanley lifted its price target. The firm increased its target to $531 from $529 and maintained an “Overweight” rating, implying substantial potential upside from recent trading levels. Morgan Stanley Adjusts Price Target on UnitedHealth Group
• Neutral Sentiment: Near-term estimates were mixed. Zacks raised its Q2 2027 EPS forecast to $6.62 from $6.35, but slightly reduced its Q4 2026 estimate to $2.24 from $2.25. Zacks continues to rate UNH “Hold,” indicating limited conviction despite stronger longer-term projections.
• Neutral Sentiment: Fraud-prevention collaboration highlights operational opportunities. UnitedHealth and Codoxo plan to present AI-based methods for identifying healthcare fraud beyond traditional claims data. The initiative could support payment integrity and cost control, though it is not expected to materially affect near-term results. Codoxo and UnitedHealth Group fraud presentation
• Negative Sentiment: Investor uncertainty remains elevated. A law firm is soliciting shareholders over allegations concerning potential insider fiduciary-duty violations. The notice does not establish wrongdoing, but such announcements can add reputational and legal-risk concerns. UnitedHealth shareholder legal notice
• Negative Sentiment: Industry margin pressure remains a concern. A comparison with Molina Healthcare points to elevated medical costs and membership-related pressure across managed-care companies, factors that could weigh on UnitedHealth’s near-term margins even as its recent earnings exceeded expectations. Molina Healthcare versus Elevance Health and UnitedHealth

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Barclays decreased their price target on shares of UnitedHealth Group from $441.00 to $440.00 and set an "overweight" rating on the stock in a research note on Wednesday, October 14th. Argus increased their price objective on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a "buy" rating in a research note on Monday, July 20th. Erste Group Bank lowered shares of UnitedHealth Group from a "buy" rating to a "hold" rating in a research report on Thursday, August 27th. Weiss Ratings raised shares of UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, October 8th. Finally, Truist Financial raised 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. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $463.93.

UnitedHealth Group Price Performance

NYSE:UNH opened at $406.81 on Thursday. 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 $365.15 billion, a PE ratio of 23.23, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company's 50-day moving average price is $389.32 and its two-hundred day moving average price is $361.74.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same quarter last year, the business posted $2.59 earnings per share. The company's revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 20.62 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group 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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.