CHICAGO TRUST Co NA Buys 1,245 Shares of UnitedHealth Group Incorporated $UNH

CHICAGO TRUST Co NA increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,899 shares of the healthcare conglomerate’s stock after acquiring an additional 1,245 shares during the quarter. CHICAGO TRUST Co NA’s holdings in UnitedHealth Group were worth $2,900,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Corient Private Wealth LP purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $245,516,000. Legal & General Group Plc acquired a new position in UnitedHealth Group during the second quarter valued at $2,444,928,000. Jupiter Topco LLC acquired a new position in UnitedHealth Group during the second quarter valued at $2,019,844,000. BlackRock Inc. boosted its holdings in UnitedHealth Group by 4.6% in the second 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 last quarter. Finally, Canada Pension Plan Investment Board acquired a new stake in UnitedHealth Group during the 2nd quarter worth about $971,757,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on UNH. TD Cowen restated a “hold” rating and issued a $402.00 target price on shares of UnitedHealth Group in a research note on Thursday, October 15th. Leerink Partners boosted their price target on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a report on Friday, July 17th. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday, July 21st. Barclays cut their target price on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a report on Wednesday, October 14th. Finally, Raymond James Financial reissued an “outperform” rating and set a $450.00 price target on shares of UnitedHealth Group in a report on Thursday, October 15th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

Key Headlines Impacting 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

UnitedHealth Group Trading Down 1.0%

Shares of UNH stock opened at $406.67 on Friday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a market cap of $365.02 billion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.49 and a beta of 0.60. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The stock has a 50 day simple moving average of $390.20 and a 200-day simple moving average of $362.40.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The company had revenue of $112.70 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm’s revenue for the quarter was down .4% on a year-over-year basis. During the same period in the prior year, the business posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is currently 53.00%.

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.