NBT Bank N.A. Purchases 13,058 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• NBT Bank purchased 13,058 UnitedHealth shares during the third quarter, valued at approximately $4.8 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $4.69, exceeding estimates of $4.14, while revenue reached $112.7 billion. The company issued fiscal 2026 EPS guidance of $20.50, with analysts forecasting $20.64.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $463.80; however, rising Medicare costs and broader healthcare inflation remain key risks.

NBT Bank N.A. purchased a new position 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 institutional investor purchased 13,058 shares of the healthcare conglomerate's stock, valued at approximately $4,793,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. City State Bank grew its stake 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 buying an additional 25 shares during the last quarter. LFG Wealth Partners LLC raised its stake in UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock valued at $355,000 after buying an additional 27 shares during the last quarter. Synergy Financial Group LTD raised its stake in UnitedHealth Group by 3.1% in the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock valued at $369,000 after buying an additional 27 shares during the last quarter. Ares Financial Consulting LLC boosted its holdings in UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after acquiring an additional 28 shares in the last quarter. Finally, Hudock Inc. boosted its holdings in UnitedHealth Group by 1.0% in the second quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate's stock worth $1,182,000 after acquiring an additional 28 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Higher earnings and guidance support the recovery narrative. UnitedHealth’s earnings growth and raised outlook suggest that cost controls and improved operating performance are helping offset pressure in its insurance businesses. UnitedHealth's Earnings Jumped 60%. Is the Comeback Stock a Buy, Sell, or Hold?
• Positive Sentiment: Mizuho raised its price target to $500 and reiterated an “outperform” rating. The target implies approximately 17.6% potential upside from the reference price, reinforcing the bullish Wall Street view. Mizuho UnitedHealth rating
• Positive Sentiment: Analyst commentary highlights operating leverage. Continued improvement in revenue efficiency and earnings could support further gains if medical-cost trends remain manageable. UnitedHealth Group: Operating Leverage Should Continue Sending the Stock Higher
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention. Zacks coverage points to improving value characteristics and bullish brokerage recommendations, although investor attention and consensus ratings alone do not guarantee additional gains. Why UnitedHealth Is a Strong Value Stock
• Negative Sentiment: Higher 2027 Medicare costs and broader healthcare inflation remain risks. Rising costs could increase affordability and political pressure, while medical inflation and Medicare funding concerns may limit profit growth despite stronger recent results. UnitedHealth Will Raise 2027 Medicare Costs for Seniors

Analyst Ratings Changes

Several research firms have recently issued reports on UNH. Leerink Partners upped their price objective on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an "outperform" rating in a report on Friday, July 17th. Piper Sandler lifted their target price on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 14th. Sanford C. Bernstein dropped their target price on shares of UnitedHealth Group from $512.00 to $500.00 and set an "outperform" rating on the stock in a research report on Wednesday, October 14th. HSBC upped their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a research note on Monday, July 6th. Finally, BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat, UnitedHealth Group presently has an average rating of "Moderate Buy" and an average target price of $463.80.

UnitedHealth Group Trading Up 2.0%

Shares of NYSE:UNH opened at $425.29 on Friday. 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 52-week low of $255.96 and a 52-week high of $461.62. The stock has a market cap of $381.73 billion, a price-to-earnings ratio of 24.29, a PEG ratio of 1.51 and a beta of 0.60. The business has a 50-day moving average price of $388.15 and a 200-day moving average price of $389.52.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued 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 return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the prior year, the firm earned $2.59 earnings per share. UnitedHealth Group's revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 20.64 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio is 53.00%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction 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 owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Profile

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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