UnitedHealth Group Incorporated $UNH Stock: Eurizon Capital SGR S.p.A. Grows Stake

Key Points

• Eurizon Capital SGR increased its UnitedHealth stake by 21.4% in the third quarter, adding 142,877 shares to reach 811,167 shares, valued at about $299 million.
• Analysts hold a “Moderate Buy” consensus, with 20 Buy and eight Hold ratings and an average price target of $463.93.
• UnitedHealth beat quarterly earnings and revenue estimates, reporting $4.69 per share and $112.72 billion in revenue. It also declared a quarterly dividend of $2.32 per share, equivalent to a 2.3% annualized yield.

Eurizon Capital SGR S.p.A. grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 21.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 811,167 shares of the healthcare conglomerate's stock after purchasing an additional 142,877 shares during the quarter. UnitedHealth Group makes up approximately 0.8% of Eurizon Capital SGR S.p.A.'s investment portfolio, making the stock its 24th largest position. Eurizon Capital SGR S.p.A. owned approximately 0.09% of UnitedHealth Group worth $299,279,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in UNH. BlackRock Inc. boosted its position in 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 buying an additional 3,395,530 shares during the period. State Street Corp grew its stake in 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 acquiring an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of UnitedHealth Group by 6.1% during the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate's stock worth $4,449,317,000 after acquiring an additional 616,723 shares during the period. Wellington Management Group LLP increased its position in shares of UnitedHealth Group by 5.8% during the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate's stock worth $4,436,923,000 after acquiring an additional 583,536 shares during the period. Finally, Corient Private Wealth LP raised its stake in shares of UnitedHealth Group by 1,443.7% during the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate's stock valued at $3,510,920,000 after acquiring an additional 7,900,011 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research reports. The Goldman Sachs Group boosted their price target on UnitedHealth Group from $435.00 to $490.00 and gave the company a "buy" rating in a report on Friday, July 17th. Jefferies Financial Group lifted their target price on UnitedHealth Group from $401.00 to $490.00 and gave the company a "buy" rating in a research report on Friday, July 17th. New Street Research set a $402.00 target price on UnitedHealth Group in a report on Friday, October 9th. Stephens set a $500.00 price target on UnitedHealth Group in a research report on Friday, October 16th. Finally, Raymond James Financial restated an "outperform" rating and set a $450.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $463.93.

UnitedHealth Group Price Performance

NYSE UNH opened at $405.45 on Friday. 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's 50 day moving average price is $391.23 and its 200-day moving average price is $365.03. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a market cap of $363.29 billion, a PE ratio of 23.16, a P/E/G ratio of 1.46 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts' consensus estimates of $4.14 by $0.55. The company had revenue of $112.72 billion during 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%. UnitedHealth Group's revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Trending Headlines about UnitedHealth Group

Here are a few of the latest headlines about UNH:

• 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: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
• 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

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company's stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.19% of the company's stock.

UnitedHealth Group 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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