UnitedHealth Group Incorporated $UNH Shares Acquired by Alta Advisers Ltd

Key Points

• Alta Advisers increased its UnitedHealth stake by 80.2% in the third quarter, adding 2,899 shares to hold 6,515 shares valued at about $2.39 million. Institutional investors own 87.86% of the stock.
• UnitedHealth reported adjusted earnings of $4.69 per share, beating the $4.14 consensus, and revenue of $112.72 billion, also ahead of expectations; revenue was down 0.4% year over year, and the company maintained its fiscal 2026 earnings guidance.
• The company declared a $2.32 quarterly dividend, or $9.28 annualized, representing a 2.3% yield. Shares were recently trading at $395.74.

Alta Advisers Ltd boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 80.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,515 shares of the healthcare conglomerate's stock after purchasing an additional 2,899 shares during the quarter. Alta Advisers Ltd's holdings in UnitedHealth Group were worth $2,392,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Legacies Wealth LLC raised its holdings in shares of UnitedHealth Group by 247.4% in the 3rd quarter. Legacies Wealth LLC now owns 264 shares of the healthcare conglomerate's stock worth $97,000 after acquiring an additional 188 shares during the last quarter. Westside Investment Management Inc. raised its holdings in shares of UnitedHealth Group by 1.5% in the third quarter. Westside Investment Management Inc. now owns 3,643 shares of the healthcare conglomerate's stock valued at $1,338,000 after purchasing an additional 54 shares during the last quarter. Principle Wealth Partners LLC lifted its position in shares of UnitedHealth Group by 1.5% during the third quarter. Principle Wealth Partners LLC now owns 27,045 shares of the healthcare conglomerate's stock valued at $9,928,000 after purchasing an additional 388 shares in the last quarter. Kestra Advisory Services LLC boosted its holdings in UnitedHealth Group by 5.3% during the third quarter. Kestra Advisory Services LLC now owns 135,726 shares of the healthcare conglomerate's stock worth $49,822,000 after purchasing an additional 6,888 shares during the last quarter. Finally, Claro Advisors Inc. boosted its holdings in UnitedHealth Group by 4.0% during the third quarter. Claro Advisors Inc. now owns 3,983 shares of the healthcare conglomerate's stock worth $1,462,000 after purchasing an additional 155 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth reported quarterly adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, and revenue also topped expectations. The results have been described as evidence of a possible margin recovery, while the company maintained its fiscal 2026 earnings guidance. UnitedHealth Q3 earnings and margin recovery
• Positive Sentiment: The board declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a 2.3% yield. The payment is scheduled for December 15 to shareholders of record December 7. UnitedHealth quarterly dividend announcement
• Neutral Sentiment: Some recent coverage characterizes UNH as a long-term momentum stock, but the available article details do not provide a new company-specific catalyst. UnitedHealth as a long-term momentum stock
• Negative Sentiment: Baron Capital cited utilization and policy concerns weighing on UnitedHealth in its healthcare fund commentary. Such concerns can raise uncertainty about medical costs and the regulatory environment. Utilization and policy concerns
• Negative Sentiment: Renewed calls from Senator Elizabeth Warren for antitrust scrutiny, along with warnings that AI could disrupt large healthcare companies, add regulatory and competitive risks to the outlook. Breakup pressure and AI threat

UnitedHealth Group Price Performance

UNH opened at $395.74 on Friday. The firm has a 50-day moving average price of $390.63 and a 200-day moving average price of $363.75. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $354.59 billion, a price-to-earnings ratio of 20.06, a PEG ratio of 1.48 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly 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 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 period in the prior year, the company posted $2.59 EPS. UnitedHealth Group's revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a $2.32 dividend. The ex-dividend date is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is 53.00%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on UNH. Erste Group Bank lowered UnitedHealth Group from a "buy" rating to a "hold" rating in a report on Thursday, August 27th. Truist Financial raised their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research report on Tuesday, July 14th. Weiss Ratings upgraded UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, October 8th. Barclays reduced their price target on shares of UnitedHealth Group from $441.00 to $440.00 and set an "overweight" rating for the company in a research report on Wednesday, October 14th. Finally, Wall Street Zen raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average target price of $463.93.

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of the business'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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.19% of the company's stock.

About UnitedHealth Group

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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