45,000 Shares of UnitedHealth Group Incorporated $UNH Acquired by General American Investors Co. Inc.

Key Points

• General American Investors opened a UnitedHealth position, acquiring 45,000 shares worth approximately $16.5 million in the third quarter. Institutional investors now own 87.86% of the stock.
• UnitedHealth reported quarterly EPS of $4.69, beating the $4.14 consensus, and revenue of $112.72 billion, above expectations but down 0.4% year over year.
• Analysts give the stock a consensus “Moderate Buy” rating and a $463.93 price target; the company also declared a quarterly dividend of $2.32 per share.

General American Investors Co. Inc. 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 and Exchange Commission. The fund acquired 45,000 shares of the healthcare conglomerate's stock, valued at approximately $16,519,000.

Other hedge funds have also added to or reduced their stakes in the company. City State Bank grew its position in shares of UnitedHealth Group by 5.6% during the 3rd quarter. City State Bank now owns 471 shares of the healthcare conglomerate's stock worth $173,000 after buying an additional 25 shares in the last quarter. Murphy Pohlad Asset Management LLC grew its holdings in UnitedHealth Group by 0.5% during the 3rd quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate's stock worth $1,947,000 after acquiring an additional 25 shares in the last quarter. LFG Wealth Partners LLC increased its position in UnitedHealth Group by 3.3% during the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock valued at $355,000 after purchasing an additional 27 shares during the period. Synergy Financial Group LTD raised its holdings in shares of UnitedHealth Group by 3.1% in the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock valued at $369,000 after purchasing an additional 27 shares in the last quarter. Finally, Ares Financial Consulting LLC raised its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock valued at $174,000 after purchasing an additional 28 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

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

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on UNH. Cantor Fitzgerald increased their price objective on shares of UnitedHealth Group from $440.00 to $495.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. New Street Research set a $402.00 price objective on shares of UnitedHealth Group in a research note on Friday, October 9th. UBS Group restated an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday, October 13th. Erste Group Bank cut UnitedHealth Group from a "buy" rating to a "hold" rating in a research report on Thursday, August 27th. Finally, Bank of America reiterated a "buy" rating and issued a $450.00 price target on shares of UnitedHealth Group in a report on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $463.93.

UnitedHealth Group Stock Down 0.4%

Shares of UnitedHealth Group stock traded down $1.57 on Friday, reaching $394.14. The stock had a trading volume of 5,901,850 shares, compared to its average volume of 6,070,064. 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 stock has a market capitalization of $353.78 billion, a P/E ratio of 22.51, a P/E/G ratio of 1.45 and a beta of 0.51. The company has a 50 day moving average price of $390.62 and a 200 day moving average price of $364.03. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts' consensus estimates 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 $112.72 billion during the quarter, compared to analysts' expectations of $111.31 billion. During the same quarter in the prior year, the company posted $2.59 earnings per share. 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 research analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group's dividend payout ratio (DPR) is presently 53.00%.

UnitedHealth Group News Summary

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

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.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.

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