Spinnaker Investment Group LLC Acquires 1,528 Shares of UnitedHealth Group Incorporated $UNH

Spinnaker Investment Group LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 217.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,232 shares of the healthcare conglomerate’s stock after purchasing an additional 1,528 shares during the period. Spinnaker Investment Group LLC’s holdings in UnitedHealth Group were worth $771,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Caitlin John LLC raised its holdings in shares of UnitedHealth Group by 14.8% during the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate’s stock valued at $451,000 after acquiring an additional 111 shares during the last quarter. Murphy Pohlad Asset Management LLC grew its holdings in shares of UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after purchasing an additional 791 shares during the period. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at approximately $1,572,193,000. Triumph Capital Management acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $1,324,000. Finally, Wealth Effects LLC boosted its stake in UnitedHealth Group by 14.4% during the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock worth $1,463,000 after buying an additional 591 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently issued reports on UNH. Royal Bank Of Canada increased their target price on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research note on Wednesday, October 29th. Truist Financial increased their target price on shares of UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a report on Tuesday, September 9th. JPMorgan Chase & Co. upped their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Finally, Jefferies Financial Group boosted their target price on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Seventeen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $385.54.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

UnitedHealth Group Stock Down 0.2%

Shares of NYSE:UNH opened at $327.41 on Friday. The firm has a 50 day simple moving average of $336.81 and a 200-day simple moving average of $318.19. The company has a market capitalization of $296.58 billion, a PE ratio of 17.09, a P/E/G ratio of 2.13 and a beta of 0.43. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. During the same period in the prior year, the company earned $7.15 earnings per share. The business’s revenue was up 12.2% compared to the same quarter last year. On average, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is 46.14%.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.