UnitedHealth Group Incorporated $UNH Stock: Vise Technologies Inc. Raises Holdings

Key Points

• Vise Technologies increased its UnitedHealth stake by 24.5% in the third quarter, adding 10,125 shares to own 51,505 shares valued at approximately $18.9 million. Institutional investors collectively own 87.86% of UNH.
• Analysts maintain a generally positive outlook, with 20 Buy ratings and eight Holds; UnitedHealth has a consensus “Moderate Buy” rating and an average price target of $463.93.
• UnitedHealth exceeded quarterly earnings and revenue expectations, reporting $4.69 in EPS and $112.7 billion in revenue. The company also pays a $2.32 quarterly dividend, equivalent to a 2.3% yield.

Vise Technologies Inc. grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 24.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,505 shares of the healthcare conglomerate's stock after purchasing an additional 10,125 shares during the quarter. Vise Technologies Inc.'s holdings in UnitedHealth Group were worth $18,906,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in UNH. BlackRock Inc. raised 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 worth $31,946,594,000 after purchasing an additional 3,395,530 shares in the last quarter. State Street Corp boosted its holdings in shares of UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate's stock valued at $18,966,555,000 after purchasing an additional 301,081 shares in the last quarter. Bank of America Corp DE raised its stake in UnitedHealth Group by 21.8% during the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after acquiring an additional 2,097,859 shares in the last quarter. Bank of New York Mellon Corp boosted its position in UnitedHealth Group by 6.1% in the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate's stock valued at $4,449,317,000 after buying an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP grew its holdings in UnitedHealth Group by 5.8% during the 2nd 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 last quarter. 87.86% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

UNH has been the subject of several recent analyst reports. 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 research report on Wednesday, October 14th. Stephens set a $500.00 target price on UnitedHealth Group in a report on Friday, October 16th. Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $478.00 to $498.00 and gave the stock an "outperform" rating in a research report on Tuesday, October 20th. Evercore upped their price target on UnitedHealth Group from $400.00 to $480.00 and gave the company an "outperform" rating in a research report on Tuesday, July 7th. Finally, Wall Street Zen upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $463.93.

UnitedHealth Group Stock Down 1.0%

Shares of UnitedHealth Group stock opened at $406.67 on Friday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a market cap of $365.02 billion, a P/E ratio of 23.23, a PEG ratio of 1.47 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company's fifty day simple moving average is $390.20 and its two-hundred day simple moving average is $362.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results 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 firm had revenue of $112.70 billion during 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 revenue for the quarter was down .4% on a year-over-year basis. During the same period in the previous year, the business posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's dividend payout ratio is 53.00%.

More UnitedHealth Group News

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

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm'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 of the company's stock, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by insiders.

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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