UnitedHealth Group Incorporated $UNH Shares Bought by Kestra Advisory Services LLC

Key Points

• Kestra Advisory Services increased its UnitedHealth stake by 5.3% in Q3, adding 6,888 shares to hold 135,726 shares valued at about $49.8 million. Institutional investors collectively own 87.86% of the stock.
• UnitedHealth reported Q3 adjusted EPS of $4.69, beating the $4.14 consensus, and revenue of $112.72 billion, also above expectations; revenue nevertheless declined 0.4% year over year.
• Analysts give the stock a consensus “Moderate Buy” rating with a $463.93 price target. The company declared a $2.32 quarterly dividend, or $9.28 annualized.

Kestra Advisory Services LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 5.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 135,726 shares of the healthcare conglomerate's stock after acquiring an additional 6,888 shares during the quarter. Kestra Advisory Services LLC's holdings in UnitedHealth Group were worth $49,822,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. City State Bank increased its position in UnitedHealth Group by 5.6% in the third quarter. City State Bank now owns 471 shares of the healthcare conglomerate's stock worth $173,000 after purchasing an additional 25 shares during the last quarter. Murphy Pohlad Asset Management LLC raised its stake in UnitedHealth Group by 0.5% during the third quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate's stock valued at $1,947,000 after purchasing an additional 25 shares in the last quarter. LFG Wealth Partners LLC lifted its position in UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock valued at $355,000 after purchasing an additional 27 shares during the last quarter. Synergy Financial Group LTD grew its stake in shares of UnitedHealth Group by 3.1% in the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock worth $369,000 after buying an additional 27 shares in the last quarter. Finally, Ares Financial Consulting LLC increased its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after buying an additional 28 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is owned by company insiders.

More UnitedHealth Group News

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

Analyst Ratings Changes

UNH has been the topic of several recent research reports. Wall Street Zen upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Oppenheimer boosted 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. The Goldman Sachs Group upped their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the company a "buy" rating in a research report on Friday, July 17th. TD Cowen reiterated a "hold" rating and issued a $402.00 target price on shares of UnitedHealth Group in a report on Thursday, October 15th. Finally, JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $516.00 to $524.00 and gave the company an "overweight" rating in a research report on Friday, October 16th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus price target of $463.93.

UnitedHealth Group Stock Down 0.4%

Shares of UNH stock traded down $1.57 on Friday, hitting $394.14. The stock had a trading volume of 5,901,850 shares, compared to its average volume of 6,070,064. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The business has a 50 day moving average price of $390.62 and a 200 day moving average price of $364.03. The company has a market cap of $353.78 billion, a PE ratio of 22.51, a P/E/G ratio of 1.45 and a beta of 0.51. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results 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 $112.72 billion for the quarter, compared to analysts' expectations of $111.31 billion. During the same period in the prior year, the business earned $2.59 EPS. The firm's quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group's dividend payout ratio (DPR) is presently 53.00%.

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.

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