9,869 Shares of UnitedHealth Group Incorporated $UNH Bought by Comprehensive Financial Consultants Institutional Inc.

Key Points

• Comprehensive Financial Consultants Institutional Inc. bought 9,869 UnitedHealth shares in the third quarter, valued at approximately $3.6 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth exceeded third-quarter expectations with adjusted EPS of $4.69 and revenue of $112.7 billion, while raising its 2026 adjusted earnings outlook to at least $20.50 per share.
• Despite improving margins and generally positive analyst views, growth risks remain, including shrinking membership, higher commercial and Medicaid medical costs, and uncertainty around Medicare participation.

Comprehensive Financial Consultants Institutional Inc. purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 9,869 shares of the healthcare conglomerate's stock, valued at approximately $3,623,000.

Several other large investors have also made changes to their positions in UNH. Nvwm LLC raised its position in UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate's stock valued at $26,000 after acquiring an additional 33 shares in the last quarter. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the fourth quarter valued at approximately $27,000. Wellington Altus USA Inc. grew its position in UnitedHealth Group by 97.1% in the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock worth $28,000 after acquiring an additional 33 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the 4th quarter worth $29,000. Finally, Security National Bank of SO Dak acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth $29,000. Institutional investors own 87.86% of the company's stock.

More UnitedHealth Group News

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What's Going On?
• Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
• Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
• Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
• Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was 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 of the company's stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.19% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on UNH shares. TD Cowen reiterated a "hold" rating and issued a $402.00 price objective on shares of UnitedHealth Group in a report on Thursday. Erste Group Bank lowered UnitedHealth Group from a "buy" rating to a "hold" rating in a report on Thursday, August 27th. Argus boosted their price target on UnitedHealth Group from $400.00 to $470.00 and gave the stock a "buy" rating in a research report on Monday, July 20th. KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday. Finally, Weiss Ratings raised UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a report on Thursday, October 8th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $461.48.

UnitedHealth Group Trading Up 3.0%

NYSE:UNH opened at $407.45 on Friday. The company's 50 day moving average is $387.17 and its 200-day moving average is $384.52. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a market cap of $365.72 billion, a price-to-earnings ratio of 23.27, a P/E/G ratio of 1.43 and a beta of 0.60.

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 (EPS) 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 business 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 firm earned $2.59 EPS. UnitedHealth Group's quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 20.66 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders 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 was Monday, September 14th. UnitedHealth Group's dividend payout ratio is 53.00%.

About UnitedHealth Group

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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