5,184 Shares of UnitedHealth Group Incorporated $UNH Acquired by Encompass More Asset Management

Key Points

• Encompass More Asset Management acquired 5,184 UnitedHealth shares during the third quarter, worth approximately $1.9 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth exceeded third-quarter expectations, reporting adjusted EPS of $4.69 versus the $4.14 consensus and revenue of $112.7 billion. Management raised its 2026 adjusted EPS guidance to at least $20.50.
• Analyst sentiment is broadly positive but risks remain. The stock has a “Moderate Buy” consensus rating and a $462.90 average price target, while declining membership and elevated medical costs continue to raise concerns about the durability of its recovery.

Encompass More Asset Management acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,184 shares of the healthcare conglomerate's stock, valued at approximately $1,903,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. General Partner Inc. acquired a new stake in UnitedHealth Group during the third quarter valued at approximately $512,000. PBCay One RSC Ltd acquired a new position in shares of UnitedHealth Group in the 1st quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $6,180,000. Kinsale Capital Group Inc. increased its holdings in shares of UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after acquiring an additional 4,557 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its position in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock valued at $16,241,000 after acquiring an additional 55,695 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What's Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH's Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth's Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

Wall Street Analyst Weigh In

UNH has been the subject of a number of research reports. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a report on Tuesday, July 21st. Mizuho increased their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a report on Monday, July 20th. Barclays reduced 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 report on Wednesday. Stephens set a $500.00 price target on shares of UnitedHealth Group in a report on Friday. Finally, Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $462.90.

UnitedHealth Group Trading Down 1.2%

Shares of NYSE UNH opened at $401.77 on Friday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a market cap of $360.62 billion, a price-to-earnings ratio of 22.95, a price-to-earnings-growth ratio of 1.45 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock's 50 day simple moving average is $387.07 and its 200 day simple moving average is $384.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts' consensus estimates 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 the consensus estimate of $111.31 billion. During the same period in the prior year, the business earned $2.59 EPS. The firm's revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 20.64 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were given a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio is currently 53.00%.

Insider Buying and Selling at UnitedHealth Group

In related 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 directly owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by company insiders.

About UnitedHealth Group

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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