UnitedHealth Group Incorporated $UNH Shares Bought by Quadrant Capital Group LLC

Key Points

• Quadrant Capital Group increased its stake in UnitedHealth by 84.3% in Q3 to 27,805 shares (about $9.6M); several other institutions— including Norges Bank, Capital Research Global Investors, Berkshire Hathaway and Dodge & Cox—also added or initiated multi‑billion‑dollar positions, leaving institutional investors with about 87.86% ownership.
• UnitedHealth slightly beat the quarter's estimates (EPS $2.11 vs. $2.09; revenue $113.73B vs. $113.38B), reported revenue up 12.3% year‑over‑year, provided FY2026 EPS guidance near $17.75, and announced a quarterly dividend of $2.21 (annualized $8.84, ~3.1% yield).
• Shares are trading below recent moving averages (opened near $282), the company has a market cap of about $256B and a P/E of 21.4, and analysts' consensus is a "Moderate Buy" with an average price target of $372.13.

Quadrant Capital Group LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 84.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,805 shares of the healthcare conglomerate's stock after acquiring an additional 12,715 shares during the period. Quadrant Capital Group LLC's holdings in UnitedHealth Group were worth $9,601,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth $3,837,207,000. Capital Research Global Investors increased its holdings in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares in the last quarter. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group in the second quarter valued at about $1,572,193,000. Dodge & Cox increased its stake in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate's stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares in the last quarter. Finally, Capital World Investors lifted its stake in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after buying an additional 3,439,182 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Trading Down 1.0%

NYSE UNH opened at $282.23 on Wednesday. The company has a 50-day moving average of $306.41 and a 200-day moving average of $325.71. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a market cap of $256.17 billion, a P/E ratio of 21.40, a P/E/G ratio of 1.31 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. UnitedHealth Group's revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be issued a $2.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group's dividend payout ratio (DPR) is presently 67.02%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on UNH. Evercore raised UnitedHealth Group to a "strong-buy" rating in a research report on Tuesday, January 6th. UBS Group dropped their price objective on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. Royal Bank Of Canada reduced their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating on the stock in a report on Wednesday, January 28th. Jefferies Financial Group cut their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. Finally, Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of "Moderate Buy" and an average price target of $372.13.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company's benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.