UnitedHealth Group Incorporated $UNH Stock: Farther Finance Advisors LLC Raises Stake

Key Points

• Farther Finance Advisors increased its UnitedHealth stake by 23.9% in the third quarter to 28,807 shares valued at approximately $10.6 million. Institutional investors collectively own 87.86% of UNH.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $462.59; 20 analysts rate the stock a Buy and eight rate it a Hold.
• UnitedHealth reported quarterly earnings of $6.38 per share, exceeding estimates, and declared a quarterly dividend of $2.32, or $9.28 annually, yielding about 2.4%. However, concerns remain over medical costs, margin recovery and subdued revenue growth.

Farther Finance Advisors LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 23.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,807 shares of the healthcare conglomerate's stock after purchasing an additional 5,552 shares during the quarter. Farther Finance Advisors LLC's holdings in UnitedHealth Group were worth $10,574,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in UNH. CoreCap Advisors LLC lifted its holdings in UnitedHealth Group by 34.3% during the third quarter. CoreCap Advisors LLC now owns 3,614 shares of the healthcare conglomerate's stock worth $1,327,000 after buying an additional 923 shares during the period. Apeiron RIA LLC lifted its stake in shares of UnitedHealth Group by 25.8% during the 3rd quarter. Apeiron RIA LLC now owns 1,444 shares of the healthcare conglomerate's stock worth $527,000 after purchasing an additional 296 shares during the last quarter. Apella Capital LLC raised its holdings in UnitedHealth Group by 16.0% in the third quarter. Apella Capital LLC now owns 5,356 shares of the healthcare conglomerate's stock worth $2,014,000 after purchasing an additional 739 shares in the last quarter. Everhart Financial Group Inc. boosted its holdings in shares of UnitedHealth Group by 2.0% in the 3rd quarter. Everhart Financial Group Inc. now owns 6,869 shares of the healthcare conglomerate's stock valued at $2,521,000 after buying an additional 137 shares in the last quarter. Finally, Tactive Advisors LLC boosted its stake in UnitedHealth Group by 121.5% in the third quarter. Tactive Advisors LLC now owns 1,185 shares of the healthcare conglomerate's stock valued at $435,000 after acquiring an additional 650 shares in the last quarter. Institutional investors own 87.86% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on UNH shares. Argus increased their price objective on UnitedHealth Group from $400.00 to $470.00 and gave the company a "buy" rating in a report on Monday, July 20th. Wall Street Zen upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. HSBC lifted their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a research note on Monday, July 6th. Leerink Partners upped their target price on UnitedHealth Group from $462.00 to $472.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Finally, The Goldman Sachs Group raised their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $462.59.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analysts view UnitedHealth’s diversified healthcare platform, improving Medicare Advantage profitability and lower valuation as advantages over Humana. The stock’s reduced earnings multiple could provide room for a re-rating if the turnaround continues. UnitedHealth vs. Humana: Which Healthcare Giant Has the Edge?
• Positive Sentiment: UnitedHealth’s third-quarter earnings are expected to rise sharply year over year, with consensus estimates near $4.12–$4.15 per share on approximately $111.4 billion in revenue. Investors are watching for cost controls, restructuring benefits and a possible increase in 2026 guidance. UnitedHealth Gears Up for Q3 Earnings
• Positive Sentiment: One investment thesis argues that UnitedHealth’s deliberate exit from unprofitable businesses is driving meaningful margin expansion despite flat revenue and lower membership. At roughly 16 times projected 2027 earnings, the shares trade below their historical average, leaving potential upside if margin gains prove durable. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Neutral Sentiment: Medicare Advantage star-rating changes are reshuffling the competitive landscape. Humana benefited substantially from improved ratings, while UnitedHealth was described as holding steady; the revised methodology may affect reimbursement and enrollment trends without necessarily reflecting changes in care quality. Humana Soars on Improved Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, reflecting continued caution around margin repair, medical costs and subdued revenue growth. The upcoming earnings report remains an important test of management’s recovery plan. UnitedHealth Group Price Target Lowered

UnitedHealth Group Stock Up 2.1%

UnitedHealth Group stock opened at $378.82 on Friday. 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 Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The business's 50-day moving average price is $388.78 and its 200 day moving average price is $380.29. The firm has a market cap of $340.03 billion, a price-to-earnings ratio of 24.38, a price-to-earnings-growth ratio of 1.39 and a beta of 0.60.

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

UnitedHealth Group Announces Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's dividend payout ratio is presently 59.72%.

Insider Buying and Selling

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 value of $455,910.00. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.19% of the company's stock.

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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