UnitedHealth Group Incorporated $UNH Stock Position Lowered by IFP Advisors Inc

Key Points

• IFP Advisors reduced its UnitedHealth stake by 9.5% in the third quarter, selling 3,729 shares and retaining 35,504 shares valued at approximately $13.0 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly earnings of $4.69 per share, exceeding the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. The company set fiscal 2026 earnings guidance at at least $20.50 per share.
• The company maintains a quarterly dividend of $2.32 per share, equal to a 2.3% annualized yield. Analysts have a consensus “Moderate Buy” rating and an average price target of $462.90, though concerns remain about declining membership and elevated medical costs.

IFP Advisors Inc decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 9.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,504 shares of the healthcare conglomerate's stock after selling 3,729 shares during the period. IFP Advisors Inc's holdings in UnitedHealth Group were worth $13,033,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Founders Grove Wealth Partners LLC acquired a new position in shares of UnitedHealth Group during the third quarter valued at approximately $294,000. Finer Wealth Management Inc. boosted its stake in shares of UnitedHealth Group by 11.2% in the third quarter. Finer Wealth Management Inc. now owns 2,418 shares of the healthcare conglomerate's stock worth $888,000 after acquiring an additional 243 shares during the last quarter. Encompass More Asset Management purchased a new stake in shares of UnitedHealth Group during the third quarter worth approximately $1,903,000. AlphaStar Capital Management LLC raised its stake in UnitedHealth Group by 5.5% in the 3rd quarter. AlphaStar Capital Management LLC now owns 2,341 shares of the healthcare conglomerate's stock valued at $859,000 after purchasing an additional 121 shares during the last quarter. Finally, JGP Global Gestao de Recursos Ltda. raised its stake in UnitedHealth Group by 2.9% in the 3rd quarter. JGP Global Gestao de Recursos Ltda. now owns 1,279 shares of the healthcare conglomerate's stock valued at $469,000 after purchasing an additional 36 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the company'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 transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. 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 Stock Performance

NYSE UNH opened at $401.77 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The stock's fifty day moving average is $387.07 and its two-hundred day moving average is $384.64. The firm has a market capitalization of $360.62 billion, a P/E ratio of 22.95, a price-to-earnings-growth ratio of 1.45 and a beta of 0.60. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the prior year, the firm posted $2.59 earnings per share. UnitedHealth Group's quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. 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%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on UNH. Oppenheimer lifted their target price on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Barclays reduced 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. Deutsche Bank Aktiengesellschaft raised their price target on shares of UnitedHealth Group from $370.00 to $467.00 and gave the stock a "hold" rating in a research note on Friday, July 17th. HSBC boosted their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a research report on Monday, July 6th. Finally, KeyCorp reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $462.90.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What's Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH's Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth's Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

UnitedHealth Group Company Profile

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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