UnitedHealth Group Incorporated $UNH Holdings Boosted by Annex Advisory Services LLC

Annex Advisory Services LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 70.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 116,856 shares of the healthcare conglomerate's stock after purchasing an additional 48,279 shares during the period. Annex Advisory Services LLC's holdings in UnitedHealth Group were worth $42,896,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. North Capital Inc. bought a new stake in UnitedHealth Group in the third quarter worth $210,000. Milestone Asset Management LLC lifted its position in shares of UnitedHealth Group by 14.4% in the third quarter. Milestone Asset Management LLC now owns 12,480 shares of the healthcare conglomerate's stock worth $4,581,000 after buying an additional 1,570 shares during the last quarter. Detalus Advisors LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter valued at about $431,000. SLT Holdings LLC increased its holdings in shares of UnitedHealth Group by 6.1% during the 3rd quarter. SLT Holdings LLC now owns 7,328 shares of the healthcare conglomerate's stock valued at $2,690,000 after acquiring an additional 419 shares during the last quarter. Finally, Whitener Capital Management Inc. boosted its position in UnitedHealth Group by 14.9% during the third quarter. Whitener Capital Management Inc. now owns 4,475 shares of the healthcare conglomerate's stock worth $1,643,000 after purchasing an additional 582 shares during the period. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Buying and Selling 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is currently owned by insiders.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What's Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH's Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth's Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $401.77 on Friday. The stock's fifty day moving average is $387.07 and its 200-day moving average is $384.64. The stock has a market capitalization of $360.62 billion, a PE ratio of 19.92, a PEG ratio of 1.47 and a beta of 0.60. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data 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 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 EPS. The company's revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 20.65 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is 53.00%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. The Goldman Sachs Group boosted their price objective on shares of UnitedHealth Group from $435.00 to $490.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Evercore raised their target price on shares of UnitedHealth Group from $400.00 to $480.00 and gave the company an "outperform" rating in a research note on Tuesday, July 7th. Mizuho boosted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research report on Monday, July 20th. Robert W. Baird decreased their price target on shares of UnitedHealth Group from $453.00 to $427.00 and set a "neutral" rating for the company in a report on Wednesday. Finally, Oppenheimer lifted their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. 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.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $462.90.

UnitedHealth Group Company 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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