UnitedHealth Group Incorporated $UNH Shares Newly Purchased by Triasima Portfolio Management inc.

Triasima Portfolio Management inc. bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, HoldingsChannel.com reports. The fund bought 6,495 shares of the healthcare conglomerate’s stock, valued at approximately $2,384,000.

A number of other large investors have also recently bought and sold shares of the company. Mystic Asset Management Inc. boosted its stake in shares of UnitedHealth Group by 2.2% during the 3rd quarter. Mystic Asset Management Inc. now owns 7,964 shares of the healthcare conglomerate’s stock worth $2,923,000 after buying an additional 170 shares during the last quarter. WealthPLAN Partners LLC grew its holdings in shares of UnitedHealth Group by 37.2% in the 3rd quarter. WealthPLAN Partners LLC now owns 3,560 shares of the healthcare conglomerate’s stock valued at $1,307,000 after acquiring an additional 966 shares in the last quarter. Ninety One UK Ltd increased its position in shares of UnitedHealth Group by 14.8% in the third quarter. Ninety One UK Ltd now owns 1,266,720 shares of the healthcare conglomerate’s stock valued at $464,988,000 after acquiring an additional 163,350 shares during the last quarter. Ninety One North America Inc. raised its holdings in UnitedHealth Group by 24.8% during the third quarter. Ninety One North America Inc. now owns 14,374 shares of the healthcare conglomerate’s stock worth $5,276,000 after acquiring an additional 2,856 shares in the last quarter. Finally, WealthPlan Investment Management LLC boosted its position in UnitedHealth Group by 12.9% during the third quarter. WealthPlan Investment Management LLC now owns 21,049 shares of the healthcare conglomerate’s stock valued at $7,727,000 after purchasing an additional 2,400 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
• Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
• Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
• Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

UnitedHealth Group Stock Up 3.0%

UNH opened at $407.45 on Friday. The stock’s fifty day simple moving average is $387.17 and its 200 day simple moving average is $384.52. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The stock has a market cap of $365.72 billion, a PE ratio of 23.27, a price-to-earnings-growth ratio of 1.43 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.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping 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 analysts’ expectations of $111.31 billion. During the same period in the previous year, the business posted $2.59 earnings per share. The company’s revenue for the quarter was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 20.66 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Bank of America reissued a “buy” rating and issued a $450.00 target price on shares of UnitedHealth Group in a research note on Monday, July 20th. Piper Sandler upped their price target on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a research report on Wednesday. UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday. Jefferies Financial Group lifted their price objective on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Wells Fargo & Company boosted their price objective on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $461.48.

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.