UnitedHealth Group Incorporated $UNH Shares Purchased by Fisher Asset Management LLC

Key Points

• Fisher Asset Management increased its UnitedHealth stake by 19.2% in the third quarter, buying 1.75 million shares to bring its holding to 10.83 million shares, valued at about $3.98 billion.
• UnitedHealth beat quarterly earnings and revenue estimates, reporting adjusted earnings of $4.69 per share and revenue of $112.72 billion. The company raised its 2026 adjusted EPS outlook to at least $20.50.
• The company declared a quarterly dividend of $2.32 per share, equivalent to an annualized yield of about 2.3%. Analysts’ consensus rating was “Moderate Buy,” with an average price target of $463.93.

Fisher Asset Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 19.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,829,637 shares of the healthcare conglomerate's stock after buying an additional 1,747,368 shares during the quarter. UnitedHealth Group accounts for approximately 1.2% of Fisher Asset Management LLC's holdings, making the stock its 26th biggest holding. Fisher Asset Management LLC owned 1.21% of UnitedHealth Group worth $3,975,343,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. BlackRock Inc. grew its stake in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. State Street Corp raised its holdings in shares of UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate's stock worth $18,966,555,000 after buying an additional 301,081 shares in the last quarter. Bank of America Corp DE lifted its position in shares of UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after buying an additional 2,097,859 shares during the period. Bank of New York Mellon Corp boosted its stake in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate's stock valued at $4,449,317,000 after buying an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP grew its position in UnitedHealth Group by 5.8% in the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate's stock valued at $4,436,923,000 after acquiring an additional 583,536 shares during the period. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $405.45 on Friday. The business's fifty day moving average is $391.23 and its two-hundred day moving average is $365.03. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74. The firm has a market cap of $363.29 billion, a P/E ratio of 23.16, a P/E/G ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts' consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company had revenue of $112.72 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same period last year, the company posted $2.59 earnings per share. The firm's quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group's dividend payout ratio is currently 53.00%.

Analyst Ratings Changes

UNH has been the subject of a number of analyst reports. Deutsche Bank lifted their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the company a "hold" rating in a report on Friday, July 17th. Barclays dropped their target price 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. Wells Fargo & Company cut their price target on shares of UnitedHealth Group from $526.00 to $487.00 and set an "overweight" rating for the company in a report on Tuesday, October 27th. Piper Sandler upped their price objective on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 14th. Finally, Erste Group Bank lowered shares of UnitedHealth Group from a "buy" rating to a "hold" rating in a report on Thursday, August 27th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $463.93.

UnitedHealth Group News Summary

Investors following UNH have been watching these news items:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: A law firm invited shareholders to discuss potential claims involving company insiders. The release provides no substantiation or finding of wrongdoing, so it is not evidence of liability, though it may draw attention to legal and governance risks. Shareholder Rights Notice
• Negative Sentiment: UnitedHealth plans to drop Medicare plans in 140 counties and leave Wyoming. The exits could reduce coverage and membership in affected areas; the longer-term impact will depend on whether the move helps control costs and improve plan economics. UnitedHealth to Drop Medicare Plans in 140 Counties and Leave Wyoming

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm's 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 owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.19% of the company's stock.

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.

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