M Holdings Securities Inc. Buys 9,476 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• M Holdings Securities initiated a UnitedHealth Group position, buying 9,476 shares valued at approximately $3.79 million; institutional investors own 87.86% of the stock.
• UnitedHealth reported quarterly EPS of $4.69, beating the $4.14 analyst consensus, while revenue of $112.72 billion slightly exceeded estimates but declined 0.4% year over year.
• The company declared a quarterly dividend of $2.32 per share, equivalent to a 2.4% annualized yield; analysts’ consensus rating was “Moderate Buy,” with a $463.93 average price target.

M Holdings Securities Inc. bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 9,476 shares of the healthcare conglomerate's stock, valued at approximately $3,787,000.

A number of other institutional investors have also made changes to their positions in UNH. City State Bank grew its holdings in 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 acquiring an additional 25 shares during the last quarter. Murphy Pohlad Asset Management LLC increased its position in UnitedHealth Group by 0.5% in the 3rd quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate's stock valued at $1,947,000 after acquiring an additional 25 shares in the last quarter. LFG Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock worth $355,000 after acquiring an additional 27 shares during the last quarter. Synergy Financial Group LTD lifted its position in shares of UnitedHealth Group by 3.1% during the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock worth $369,000 after purchasing an additional 27 shares in the last quarter. Finally, Ares Financial Consulting LLC lifted its position in shares of UnitedHealth Group by 7.2% during the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after purchasing an additional 28 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Down 0.0%

Shares of NYSE UNH opened at $394.14 on Monday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The firm's 50-day moving average is $390.62 and its 200-day moving average is $364.03. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $353.16 billion, a PE ratio of 22.51, a price-to-earnings-growth ratio of 1.43 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping 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 business had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same period in the previous year, the firm 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. Equities analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group's payout ratio is currently 53.00%.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

Trending Headlines about UnitedHealth Group

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

Analyst Ratings Changes

A number of brokerages recently weighed in on UNH. New Street Research set a $402.00 price target on shares of UnitedHealth Group in a report on Friday, October 9th. Truist Financial boosted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Royal Bank Of Canada upped their price objective on UnitedHealth Group from $478.00 to $498.00 and gave the stock an "outperform" rating in a report on Tuesday, October 20th. Oppenheimer increased their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Finally, The Goldman Sachs Group boosted their target price on UnitedHealth Group from $435.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $463.93.

UnitedHealth Group Company 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.

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.