5,024 Shares of UnitedHealth Group Incorporated $UNH Bought by Diversified Management Inc.

Key Points

• Diversified Management Inc. acquired 5,024 UnitedHealth shares during the third quarter, valued at approximately $1.84 million. Institutional investors collectively own 87.86% of the company.
• Analyst sentiment remains positive, with 20 Buy ratings and eight Holds; UnitedHealth has a “Moderate Buy” consensus rating and an average price target of $465.75.
• UnitedHealth reported quarterly earnings of $6.38 per share, exceeding estimates, on $112.03 billion in revenue. The company also paid a quarterly dividend of $2.32 per share, representing a 2.5% annualized yield.

Diversified Management Inc. acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 5,024 shares of the healthcare conglomerate's stock, valued at approximately $1,844,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. BlackRock Inc. lifted its holdings in UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp increased its holdings in shares of UnitedHealth Group by 0.7% during the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate's stock worth $18,966,555,000 after buying an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate's stock worth $4,449,317,000 after acquiring an additional 616,723 shares in the last quarter. Wellington Management Group LLP boosted its stake in UnitedHealth Group by 5.8% in the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate's stock worth $4,436,923,000 after purchasing an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP increased its stake in shares of UnitedHealth Group by 1,443.7% in the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate's stock valued at $3,510,920,000 after buying an additional 7,900,011 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on UNH shares. Morgan Stanley increased their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. Cantor Fitzgerald lifted their price target on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. Wall Street Zen raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. KeyCorp lifted their price objective on UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 14th. Finally, JPMorgan Chase & Co. raised their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an "overweight" rating in a report on Tuesday, July 21st. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $465.75.

UnitedHealth Group Stock Down 1.4%

Shares of UnitedHealth Group stock opened at $370.54 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The company has a market capitalization of $332.59 billion, a P/E ratio of 23.84, a price-to-earnings-growth ratio of 1.41 and a beta of 0.60. The business has a 50-day moving average of $389.50 and a two-hundred day moving average of $380.30. 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 announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 earnings per share. The business's revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is currently 59.72%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is expected to report third-quarter earnings of roughly $4.12–$4.15 per share on revenue of approximately $111.38 billion. Forecast earnings growth of about 41% reflects expectations for benefits from cost management and restructuring, although revenue growth may remain subdued. UnitedHealth Gears Up for Q3 Earnings
• Positive Sentiment: Analysts and investors are increasingly viewing UnitedHealth’s reduced price-to-earnings valuation as potentially attractive after a difficult period marked by elevated medical costs and pressure across parts of the business. A successful earnings recovery could support a re-rating. UnitedHealth’s P/E Has Reset
• Neutral Sentiment: A Medicare rate decision could provide greater visibility into reimbursement trends and help stabilize expectations for UnitedHealth’s Medicare Advantage operations, but the longer-term effect will depend on medical-cost performance and membership trends. Does a Medicare Rate Decision Steady UnitedHealth Group?
• Neutral Sentiment: Market attention is concentrated on Q3 metrics beyond earnings and revenue, including medical loss ratios, Medicare membership, operating costs and management’s full-year guidance. These factors are likely to determine whether the anticipated earnings rebound is sustainable. UnitedHealth Q3 Earnings Key Metrics
• Negative Sentiment: The stock has underperformed the broader market and is testing an important support level before earnings, signaling investor caution and leaving the shares vulnerable to further weakness if results or guidance disappoint. UnitedHealth Stock Testing Key Support
• Negative Sentiment: A law firm is soliciting UnitedHealth shareholders regarding potential fiduciary-duty issues involving company insiders. The announcement does not establish wrongdoing, but it adds headline and litigation risk ahead of earnings. Shareholder Fiduciary-Duty Inquiry

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on 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 directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated NYSE: UNH is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.

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