UnitedHealth Group Incorporated $UNH Shares Bought by Ninety One UK Ltd

Key Points

• Ninety One UK Ltd increased its UnitedHealth Group stake by 14.8% in the third quarter, purchasing 163,350 additional shares. It now owns 1.27 million shares valued at approximately $465 million, while institutional investors collectively hold 87.86% of the company.
• UnitedHealth reported quarterly EPS of $4.69, beating the $4.14 consensus estimate, and revenue of $112.7 billion versus expectations of $111.31 billion. Management set fiscal 2026 earnings guidance at least at $20.50 per share.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $461.48, though concerns remain about membership declines, medical-cost pressures and uncertainty around Medicare participation.

Ninety One UK Ltd boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 14.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,266,720 shares of the healthcare conglomerate's stock after purchasing an additional 163,350 shares during the period. UnitedHealth Group makes up approximately 1.1% of Ninety One UK Ltd's portfolio, making the stock its 26th biggest holding. Ninety One UK Ltd owned 0.14% of UnitedHealth Group worth $464,988,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of UNH. Ninety One North America Inc. lifted its stake in shares of UnitedHealth Group by 24.8% in the 3rd quarter. Ninety One North America Inc. now owns 14,374 shares of the healthcare conglomerate's stock valued at $5,276,000 after purchasing an additional 2,856 shares during the period. WealthPlan Investment Management LLC grew its position in UnitedHealth Group by 12.9% during the third quarter. WealthPlan Investment Management LLC now owns 21,049 shares of the healthcare conglomerate's stock valued at $7,727,000 after buying an additional 2,400 shares during the period. Purus Wealth Management LLC increased its holdings in UnitedHealth Group by 16.7% in the third quarter. Purus Wealth Management LLC now owns 818 shares of the healthcare conglomerate's stock valued at $300,000 after buying an additional 117 shares in the last quarter. SBE LLC DBA Cedar Cove Wealth Partners raised its position in shares of UnitedHealth Group by 2.4% in the third quarter. SBE LLC DBA Cedar Cove Wealth Partners now owns 1,306 shares of the healthcare conglomerate's stock worth $480,000 after acquiring an additional 31 shares during the period. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its position in shares of UnitedHealth Group by 40.6% in the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 1,645 shares of the healthcare conglomerate's stock worth $604,000 after acquiring an additional 475 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Raymond James Financial restated an "outperform" rating and set a $450.00 target price on shares of UnitedHealth Group in a research report on Thursday. Weiss Ratings raised UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a report on Thursday, October 8th. KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday. HSBC raised their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a report on Monday, July 6th. Finally, Barclays cut their price objective on UnitedHealth Group from $441.00 to $440.00 and set an "overweight" rating for the company in a research report on Wednesday. Twenty 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.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $461.48.

UnitedHealth Group Stock Performance

NYSE UNH opened at $407.45 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The stock's 50 day simple moving average is $387.17 and its 200-day simple moving average is $384.52. The company has a market cap of $365.72 billion, a PE ratio of 23.27, a price-to-earnings-growth ratio of 1.43 and a beta of 0.60. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.70 billion during the quarter, compared to analysts' expectations of $111.31 billion. During the same period in the previous year, the business earned $2.59 earnings per share. The firm'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. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.66 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Insider Activity

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 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 $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by insiders.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What's Going On?
• Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
• Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
• Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
• Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

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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