StoneRidge PMG Advisors LLC Makes New $947,000 Investment in UnitedHealth Group Incorporated $UNH

Key Points

• StoneRidge PMG Advisors opened a $947,000 position in UnitedHealth Group, buying 2,581 shares in the third quarter; institutional investors own about 87.9% of the stock.
• UnitedHealth’s quarterly adjusted EPS of $4.69 topped estimates of $4.14, and revenue also beat expectations, though it declined 0.4% year over year. Analysts’ consensus rating is “Moderate Buy,” with an average price target of $463.93.
• The company declared a quarterly dividend of $2.32 per share, or $9.28 annualized. Utilization, policy uncertainty, and calls for increased regulatory scrutiny remain risks.

StoneRidge PMG Advisors LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,581 shares of the healthcare conglomerate's stock, valued at approximately $947,000.

A number of other large investors also recently made changes to their positions in UNH. Nvwm LLC grew its position in UnitedHealth Group by 89.2% in the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 33 shares in the last quarter. Wellington Altus USA Inc. increased its stake in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock valued at $28,000 after buying an additional 33 shares during the last quarter. Security National Bank of SO Dak bought a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $29,000. Compass Wealth Management LLC purchased a new position in shares of UnitedHealth Group in the 3rd quarter worth approximately $29,000. Finally, Aberdeen Wealth Management LLC bought a new position in shares of UnitedHealth Group in the second quarter valued at approximately $31,000. 87.86% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently commented on UNH. The Goldman Sachs Group increased their price target on UnitedHealth Group from $435.00 to $490.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Piper Sandler boosted their price objective on UnitedHealth Group from $502.00 to $504.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 14th. Erste Group Bank downgraded UnitedHealth Group from a "buy" rating to a "hold" rating in a research note on Thursday, August 27th. Oppenheimer lifted their target price on UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Finally, Wells Fargo & Company cut their price target on shares of UnitedHealth Group from $526.00 to $487.00 and set an "overweight" rating on the stock in a report on Tuesday, October 27th. 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 MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $463.93.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the company's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Down 0.0%

UnitedHealth Group stock opened at $394.14 on Monday. The firm has a 50 day moving average price of $390.62 and a 200-day moving average price of $364.03. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a market capitalization of $353.16 billion, a P/E ratio of 22.51, a P/E/G 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 EPS 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 company had revenue of $112.72 billion for the quarter, compared to analysts' expectations of $111.31 billion. During the same quarter in the previous year, the firm posted $2.59 EPS. UnitedHealth Group's revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Key Stories Impacting 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

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.