UnitedHealth Group Incorporated $UNH Holdings Raised by Lebenthal Global Advisors LLC

Key Points

• Institutional ownership increased: Lebenthal Global Advisors raised its UnitedHealth stake by 164.7% to 5,242 shares worth approximately $1.92 million. Institutional investors collectively own 87.86% of UNH.
• Quarterly results beat expectations: UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus and revenue of $112.7 billion, while guiding to approximately $20.50 in fiscal 2026 EPS.
• Analysts remain broadly positive: Twenty analysts rate UNH a Buy and eight rate it a Hold, producing a “Moderate Buy” consensus and an average price target of $463.93 versus the reported share price of $406.67.

Lebenthal Global Advisors LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 164.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,242 shares of the healthcare conglomerate's stock after buying an additional 3,262 shares during the period. Lebenthal Global Advisors LLC's holdings in UnitedHealth Group were worth $1,924,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. General Partner Inc. purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $512,000. PBCay One RSC Ltd purchased a new position in shares of UnitedHealth Group during the 1st quarter worth $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the second quarter worth $6,180,000. Kinsale Capital Group Inc. grew its holdings in UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after buying an additional 4,557 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its stake in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock valued at $16,241,000 after acquiring an additional 55,695 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 1.0%

NYSE UNH opened at $406.67 on Friday. The firm has a market capitalization 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 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 one year low of $255.96 and a one year high of $461.62. The company's 50 day moving average price is $390.20 and its 200 day moving average price is $362.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate 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 $112.70 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same period in the previous 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. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.19% of the company's stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of several research analyst reports. Sanford C. Bernstein dropped their price target on shares of UnitedHealth Group from $512.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, October 14th. HC Wainwright set a $500.00 price objective on shares of UnitedHealth Group in a research note on Friday, October 16th. Morgan Stanley upped their price objective on UnitedHealth Group from $529.00 to $531.00 and gave the stock an "overweight" rating in a report on Tuesday. The Goldman Sachs Group increased their target price on UnitedHealth Group from $435.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Finally, Jefferies Financial Group lifted their target price on UnitedHealth Group from $401.00 to $490.00 and gave the company a "buy" rating in a report on Friday, July 17th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and an average price target of $463.93.

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 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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