State of Wyoming Acquires 4,228 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• State of Wyoming increased its UnitedHealth stake by 279.3% in the third quarter, acquiring 4,228 additional shares for a total of 5,742 shares valued at approximately $2.1 million.
• UnitedHealth reported quarterly adjusted EPS of $4.69, surpassing estimates of $4.14, while revenue reached $112.7 billion. The company also raised its outlook, though analysts continue to monitor elevated medical costs and near-term earnings pressure.
• Institutional investors own 87.86% of UNH, and analysts maintain a generally positive view with a “Moderate Buy” consensus and an average price target of $463.93. The company’s quarterly dividend equates to an annualized $9.28 per share and a 2.3% yield.

State of Wyoming increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 279.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,742 shares of the healthcare conglomerate's stock after purchasing an additional 4,228 shares during the period. UnitedHealth Group makes up 0.2% of State of Wyoming's holdings, making the stock its 27th biggest position. State of Wyoming's holdings in UnitedHealth Group were worth $2,108,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in UNH. Nvwm LLC boosted its stake in shares of UnitedHealth Group by 89.2% in the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate's stock worth $26,000 after buying an additional 33 shares during the last quarter. Wellington Altus USA Inc. raised its position in UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock valued at $28,000 after acquiring an additional 33 shares in the last quarter. Security National Bank of SO Dak acquired a new position in UnitedHealth Group in the second quarter valued at approximately $29,000. Compass Wealth Management LLC purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $29,000. Finally, Aberdeen Wealth Management LLC purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $31,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

UnitedHealth Group Trading Down 1.0%

UNH stock opened at $406.67 on Friday. The company has a current ratio of 0.74, a quick ratio of 0.78 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 stock has a market cap of $365.02 billion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.49 and a beta of 0.60. The business's 50-day moving average is $390.20 and its 200 day moving average is $362.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced 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 business had revenue of $112.70 billion during the quarter, compared to analysts' expectations of $111.31 billion. During the same quarter in the prior year, the firm earned $2.59 earnings per share. The business's revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a $2.32 dividend. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group's dividend payout ratio is presently 53.00%.

Analysts Set New Price Targets

Several analysts recently commented on UNH shares. Truist Financial raised their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research report on Tuesday, July 14th. Erste Group Bank downgraded shares of UnitedHealth Group from a "buy" rating to a "hold" rating in a research report on Thursday, August 27th. Piper Sandler raised their target price on UnitedHealth Group from $502.00 to $504.00 and gave the company an "overweight" rating in a research report on Wednesday, October 14th. Wells Fargo & Company cut their price target on UnitedHealth Group from $526.00 to $487.00 and set an "overweight" rating for the company in a research note on Tuesday. Finally, Royal Bank Of Canada upped their price target on UnitedHealth Group from $478.00 to $498.00 and gave the stock an "outperform" rating in a report on Tuesday, October 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $463.93.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm's 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 transaction, the chief executive officer directly owned 15,328 shares of the company's stock, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.19% of the company's stock.

UnitedHealth Group Company 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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