Toth Financial Advisory Corp Raises Position in UnitedHealth Group Incorporated $UNH

Key Points

• Toth Financial Advisory Corp. increased its UnitedHealth Group position by 14.3% in the third quarter, holding 29,917 shares valued at approximately $10.98 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth’s latest quarterly results exceeded expectations, with EPS of $6.38 versus the $4.94 consensus and revenue of $112.03 billion. The company reaffirmed fiscal 2026 EPS guidance of $19.50–$20.00 and pays an annualized dividend of $9.28, yielding about 2.5%.
• Analysts maintain a generally positive view, giving UNH a “Moderate Buy” consensus rating and an average price target of $465.75, although investors continue to monitor medical costs, Medicare Advantage margins and membership trends.

Toth Financial Advisory Corp boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 14.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 29,917 shares of the healthcare conglomerate's stock after buying an additional 3,753 shares during the quarter. UnitedHealth Group makes up 1.1% of Toth Financial Advisory Corp's holdings, making the stock its 25th biggest holding. Toth Financial Advisory Corp's holdings in UnitedHealth Group were worth $10,982,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group during the 4th quarter worth approximately $27,000. Wellington Altus USA Inc. raised its stake in UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock worth $28,000 after buying an additional 33 shares during the last quarter. Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group during the fourth quarter valued at $29,000. Security National Bank of SO Dak bought a new position in shares of UnitedHealth Group in the 2nd quarter worth about $29,000. Finally, Aberdeen Wealth Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

UNH traded down $3.62 during midday trading on Thursday, reaching $372.36. The company had a trading volume of 1,676,218 shares, compared to its average volume of 7,328,772. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The stock has a market cap of $334.23 billion, a PE ratio of 24.00, a P/E/G ratio of 1.41 and a beta of 0.60. The business has a 50-day moving average price of $390.52 and a two-hundred day moving average price of $379.64. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion for the quarter, compared to analysts' expectations of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 EPS. The business's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction dated 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 directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.19% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Robert W. Baird upgraded shares of UnitedHealth Group from an "underperform" rating to a "neutral" rating and boosted their target price for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. KeyCorp upped their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an "overweight" rating in a report on Tuesday, July 14th. Cantor Fitzgerald raised their target price on UnitedHealth Group from $440.00 to $495.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. UBS Group upped their price target on UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Finally, Erste Group Bank lowered UnitedHealth Group from a "buy" rating to a "hold" rating in a research report on Thursday, August 27th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $465.75.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s valuation has reset substantially after a difficult period, with its lower price-to-earnings multiple prompting some investors to view the stock as undervalued if earnings stabilize and Medicare Advantage margins recover. UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?
• Positive Sentiment: Analysts and investors are closely watching UnitedHealth ahead of its third-quarter report, suggesting that expectations for a potential earnings improvement remain an important catalyst for the stock. The company’s latest quarter exceeded consensus EPS and revenue estimates. Stay Ahead of the Game With UnitedHealth Q3 Earnings
• Neutral Sentiment: Third-quarter results will be judged on medical-cost trends, Medicare Advantage margins, membership changes and operating performance—not simply revenue and EPS. Investors are looking for evidence that recent margin pressure is temporary and that the company can maintain its full-year outlook. UnitedHealth Q3 Coming Up: Two Questions Investors Can’t Ignore
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention, but the coverage largely reflects debate over whether the stock’s depressed valuation represents an opportunity or a signal of continued fundamental risk. UnitedHealth Group Is Attracting Investor Attention
• Negative Sentiment: A recent rating downgrade highlights a weak spot in UnitedHealth’s recovery and reinforces concerns that higher medical expenses or slower improvement in Medicare Advantage could limit earnings momentum. UnitedHealth’s Recovery Has One Weak Spot
• Negative Sentiment: Reports about Medicare plan closures and potential member disruption add reputational and enrollment risk, while investors remain concerned that membership losses could make margin improvement harder to achieve. Medicare Plans Are Shutting Down

UnitedHealth Group Profile

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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