UnitedHealth Group Incorporated $UNH Shares Newly Acquired by Heartwood Wealth Advisors LLC

Key Points

• Heartwood Wealth Advisors acquired 4,471 UnitedHealth Group shares during the third quarter, valued at approximately $1.64 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, exceeding estimates of $4.94, while revenue reached $112.03 billion. The company maintained fiscal 2026 EPS guidance of $19.50–$20.00.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $465.75, compared with a recent share price of $371.63. UnitedHealth also pays a quarterly dividend of $2.32, yielding 2.5% annually.

Heartwood Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,471 shares of the healthcare conglomerate's stock, valued at approximately $1,641,000.

Several other large investors have also modified their holdings of UNH. Corient Private Wealth LP bought a new position in UnitedHealth Group in the 2nd quarter worth about $245,516,000. Legal & General Group Plc purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $2,444,928,000. Jupiter Topco LLC bought a new stake in UnitedHealth Group in the second quarter worth approximately $2,019,844,000. BlackRock Inc. lifted its stake in shares of UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the last quarter. Finally, T. Rowe Price Investment Management Inc. lifted its holdings in shares of UnitedHealth Group by 141.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate's stock worth $1,356,432,000 after buying an additional 2,410,128 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

UNH traded down $0.27 during trading on Monday, hitting $371.63. 1,685,246 shares of the company traded hands, compared to its average volume of 7,357,789. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The stock's fifty day moving average is $393.26 and its 200 day moving average is $377.68. The firm has a market cap of $333.57 billion, a P/E ratio of 23.91, a price-to-earnings-growth ratio of 1.40 and a beta of 0.60. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm's quarterly revenue was up .4% on a year-over-year basis. During the same quarter last year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group's payout ratio is presently 59.72%.

Insiders Place Their Bets

In other news, CEO Patrick Conway sold 1,169 shares of the firm's stock in a transaction on Friday, August 21st. The shares were 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 $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

UNH has been the topic of several recent analyst reports. Sanford C. Bernstein restated an "outperform" rating and issued a $512.00 target price (up from $492.00) on shares of UnitedHealth Group in a research note on Wednesday, September 2nd. Raymond James Financial increased their target price on UnitedHealth Group from $370.00 to $460.00 and gave the stock an "outperform" rating in a report on Tuesday, July 14th. Wells Fargo & Company upped their target price on UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. TD Cowen raised their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a report on Tuesday, July 14th. Finally, Oppenheimer upped their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research note on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $465.75.

About UnitedHealth Group

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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