UnitedHealth Group Incorporated $UNH Stock: Summit Global Investments Grows Holdings

Key Points

• Summit Global Investments increased its UnitedHealth stake by 48.3% in the third quarter to 7,944 shares valued at approximately $2.9 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $4.69, beating estimates by $0.55, while revenue reached $112.7 billion. The company reaffirmed fiscal 2026 EPS guidance of $20.50, and its quarterly dividend implies a 2.3% yield.
• Analysts maintain a “Moderate Buy” consensus, with 20 Buy ratings and eight Holds and an average price target of $463.93, above the reported $406.67 share price.

Summit Global Investments grew its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 48.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,944 shares of the healthcare conglomerate's stock after purchasing an additional 2,588 shares during the quarter. Summit Global Investments' holdings in UnitedHealth Group were worth $2,916,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of UNH. MGO One Seven LLC lifted its holdings in shares of UnitedHealth Group by 1.2% during the third quarter. MGO One Seven LLC now owns 30,060 shares of the healthcare conglomerate's stock worth $11,035,000 after buying an additional 347 shares in the last quarter. Americana Partners LLC acquired a new position in shares of UnitedHealth Group in the third quarter valued at about $11,357,000. Left Brain Wealth Management LLC increased its position in UnitedHealth Group by 480.4% during the third quarter. Left Brain Wealth Management LLC now owns 5,816 shares of the healthcare conglomerate's stock worth $2,135,000 after acquiring an additional 4,814 shares during the period. Modera Wealth Management LLC increased its position in UnitedHealth Group by 1.9% during the third quarter. Modera Wealth Management LLC now owns 9,884 shares of the healthcare conglomerate's stock worth $3,628,000 after acquiring an additional 185 shares during the period. Finally, State of Wyoming raised its stake in UnitedHealth Group by 279.3% in the 3rd quarter. State of Wyoming now owns 5,742 shares of the healthcare conglomerate's stock worth $2,108,000 after purchasing an additional 4,228 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Trading Down 1.0%

UNH opened at $406.67 on Friday. The stock has a market capitalization of $365.02 billion, a price-to-earnings ratio of 23.23, a P/E/G ratio of 1.47 and a beta of 0.60. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a 50-day simple moving average of $390.20 and a 200 day simple moving average of $362.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business's quarterly revenue was down .4% compared to the same quarter last year. During the same period last year, the firm earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company 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 of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is 53.00%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction that occurred 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 completion of 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have issued reports on UNH shares. Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $478.00 to $498.00 and gave the company an "outperform" rating in a report on Tuesday, October 20th. JPMorgan Chase & Co. raised their target price on shares of UnitedHealth Group from $516.00 to $524.00 and gave the stock an "overweight" rating in a report on Friday, October 16th. 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 research note on Friday, July 17th. Barclays reduced their price target on UnitedHealth Group from $441.00 to $440.00 and set an "overweight" rating on the stock in a research report on Wednesday, October 14th. Finally, Argus raised their price objective on UnitedHealth Group from $400.00 to $470.00 and gave the stock a "buy" rating in a research note on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $463.93.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

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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