UnitedHealth Group Incorporated $UNH Stock Purchased by Fairvoy Private Wealth LLC

Key Points

• Fairvoy Private Wealth LLC increased its UnitedHealth stake by 134.5% in the third quarter, adding 2,975 shares for a total of 5,187 shares valued at approximately $1.9 million.
• Institutional investors own 87.86% of UnitedHealth, with major firms including BlackRock, Legal & General, Jupiter Topco and the Canada Pension Plan Investment Board holding significant positions.
• UnitedHealth reported quarterly earnings of $4.69 per share, beating estimates of $4.14, while revenue reached $112.7 billion. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $462.90, and the company pays an annualized dividend of $9.28 per share.

Fairvoy Private Wealth LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 134.5% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,187 shares of the healthcare conglomerate's stock after buying an additional 2,975 shares during the period. Fairvoy Private Wealth LLC's holdings in UnitedHealth Group were worth $1,904,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of UNH. Corient Private Wealth LP purchased a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $245,516,000. Legal & General Group Plc purchased a new position in UnitedHealth Group in the second quarter worth $2,444,928,000. Jupiter Topco LLC bought a new position in UnitedHealth Group in the 2nd quarter valued at $2,019,844,000. BlackRock Inc. grew its stake 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 purchasing an additional 3,395,530 shares during the period. Finally, Canada Pension Plan Investment Board purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $971,757,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

NYSE UNH traded up $5.56 during trading on Monday, hitting $406.99. 4,995,335 shares of the company's stock traded hands, compared to its average volume of 7,386,197. 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 has a market capitalization of $365.31 billion, a price-to-earnings ratio of 23.24, a PEG ratio of 1.45 and a beta of 0.60. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The business has a 50 day moving average of $387.07 and a 200-day moving average of $385.50.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its 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. 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 the consensus estimate of $111.31 billion. During the same quarter last year, the company earned $2.59 earnings per share. The company's revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors 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 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group's payout ratio is currently 53.00%.

Insider Transactions at UnitedHealth Group

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

Analyst Ratings Changes

A number of equities research analysts have recently commented on UNH shares. UBS Group reiterated an "outperform" rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. Mizuho increased their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a research report on Monday, July 20th. Sanford C. Bernstein decreased their price objective on shares of UnitedHealth Group from $512.00 to $500.00 and set an "outperform" rating for the company in a report on Wednesday, October 14th. Royal Bank Of Canada lifted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of UnitedHealth Group from $370.00 to $467.00 and gave the company a "hold" rating in a research note on Friday, July 17th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $462.90.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Quarterly earnings beat expectations: UnitedHealth reported third-quarter revenue of $112.7 billion and adjusted earnings of $4.69 per share, exceeding estimates of $111.31 billion and $4.14, respectively. Management also raised its 2026 adjusted earnings guidance to at least $20.50 per share, reinforcing confidence in operating performance and supporting the recent share-price recovery. UnitedHealth Group Has The Market Asking A Bigger Question
• Positive Sentiment: Analyst and investor interest has improved: The earnings beat and raised outlook have renewed attention on UnitedHealth’s medical-cost trends, potential AI-related efficiencies and longer-term growth targets. A JPMorgan analyst also expects the stock to rise, adding to the constructive sentiment. UnitedHealth Group Stock Price Expected to Rise
• Neutral Sentiment: Healthcare-sector themes remain supportive but indirect: Articles highlighting artificial intelligence in healthcare and potential benefits from a divided government may support broader healthcare stocks and exchange-traded funds with UNH exposure, but they provide limited company-specific catalysts. The AI Trade Just Moved Into Your Bloodstream
• Negative Sentiment: Individual-market enrollment is shrinking: KFF research indicates that 4.6 million people left the individual health-insurance market, an 18% decline in enrollment. Although higher premiums could help insurers offset risk, a smaller customer base creates growth and affordability concerns. 4.6 Million Americans Leave Health Insurance Market
• Negative Sentiment: Medicare Advantage disruption is another risk: An estimated 3.2 million seniors may lose their Medicare Advantage plans in 2027, while replacement options are narrowing. This could increase member-retention, regulatory and medical-cost uncertainty for insurers. 3.2 Million Seniors Will Lose Their Medicare Advantage Plans
• Negative Sentiment: Valuation has become a concern: One analyst downgraded UnitedHealth from “strong buy” to “buy,” arguing that the stock appears fairly valued near 20 times forward earnings despite its earnings momentum. UnitedHealth My Thesis Has Played Out

UnitedHealth Group 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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