UnitedHealth Group Incorporated $UNH Stock: Bank Pictet & Cie Europe AG Boosts Holdings

Key Points

• Bank Pictet & Cie Europe AG increased its UnitedHealth Group stake by 1.7% in the third quarter, adding 3,384 shares for a total of 196,988 shares valued at approximately $72.3 million.
• Institutional investors and hedge funds own 87.86% of UnitedHealth’s shares, while analysts maintain a “Moderate Buy” consensus with an average price target of $463.57.
• UnitedHealth’s latest quarterly results beat expectations, with adjusted EPS of $4.69 and revenue of $112.7 billion; management also raised its 2026 adjusted EPS outlook to at least $20.50.

Bank Pictet & Cie Europe AG boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 196,988 shares of the healthcare conglomerate's stock after purchasing an additional 3,384 shares during the period. UnitedHealth Group makes up approximately 1.4% of Bank Pictet & Cie Europe AG's portfolio, making the stock its 20th biggest holding. Bank Pictet & Cie Europe AG's holdings in UnitedHealth Group were worth $72,310,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Nvwm LLC grew its holdings in UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate's stock worth $26,000 after acquiring an additional 33 shares during the period. Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the fourth quarter valued at approximately $27,000. Wellington Altus USA Inc. lifted its holdings in UnitedHealth Group by 97.1% in the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock valued at $28,000 after acquiring an additional 33 shares during the period. Security National Bank of SO Dak purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $29,000. Finally, Aberdeen Wealth Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $31,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Quarterly earnings beat expectations: UnitedHealth reported third-quarter adjusted EPS of $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.31 billion. Management also raised its 2026 adjusted EPS outlook to at least $20.50. UnitedHealth Group Has The Market Asking A Bigger Question
• Positive Sentiment: Investor and analyst interest has improved: The earnings beat and higher outlook have renewed attention around medical-cost trends and contributed to stronger recent momentum in the shares. A CNBC “Halftime Report” panelist also selected UNH as a preferred trade following the results. Twilio, Transocean and a Health Care Stock on CNBC's Final Trades
• Positive Sentiment: Healthcare-sector exposure remains attractive: Analysts are highlighting healthcare ETFs that include UnitedHealth, offering investors diversified exposure while reducing reliance on any single insurer or Medicaid-related business. Healthcare ETFs to Buy as UnitedHealth Beats on Q3 Earnings

Analyst Upgrades and Downgrades

UNH has been the subject of several recent research reports. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a report on Tuesday, July 21st. Evercore increased their price target on shares of UnitedHealth Group from $400.00 to $480.00 and gave the stock an "outperform" rating in a report on Tuesday, July 7th. Sanford C. Bernstein dropped their price target on shares of UnitedHealth Group from $512.00 to $500.00 and set an "outperform" rating on the stock in a research report on Wednesday, October 14th. Truist Financial upped their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Finally, Barclays lowered their target price on shares of UnitedHealth Group from $441.00 to $440.00 and set an "overweight" rating on the stock in a research note on Wednesday, October 14th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $463.57.

UnitedHealth Group Price Performance

Shares of UNH traded up $15.19 during trading hours on Tuesday, hitting $422.07. 3,613,438 shares of the stock were exchanged, compared to its average volume of 7,366,441. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a market cap of $378.85 billion, a price-to-earnings ratio of 24.07, a price-to-earnings-growth ratio of 1.45 and a beta of 0.60. The stock's 50-day moving average price is $387.04 and its two-hundred day moving average price is $386.47. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company's revenue for the quarter was down .4% on a year-over-year basis. During the same period last year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current 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 $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is 53.00%.

Insider Buying and Selling at UnitedHealth Group

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

About UnitedHealth Group

UnitedHealth Group Incorporated NYSE: UNH is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.

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