UnitedHealth Group Incorporated $UNH Stock: Kinsale Capital Group Inc. Boosts Stake

Kinsale Capital Group Inc. lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 45,671 shares of the healthcare conglomerate’s stock after buying an additional 7,161 shares during the period. UnitedHealth Group accounts for approximately 2.2% of Kinsale Capital Group Inc.’s holdings, making the stock its 12th biggest position. Kinsale Capital Group Inc.’s holdings in UnitedHealth Group were worth $16,765,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. General Partner Inc. acquired a new position in UnitedHealth Group during the 3rd quarter valued at approximately $512,000. PBCay One RSC Ltd acquired a new stake in shares of UnitedHealth Group in the first quarter valued at approximately $14,343,000. Lee Johnson Capital Management LLC bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $6,180,000. Kelleher Financial Advisors raised its holdings in shares of UnitedHealth Group by 135.9% during the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock valued at $2,284,000 after buying an additional 3,166 shares during the last quarter. Finally, Keating Financial Advisory Services Inc. acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $803,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was 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 owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Price Performance

NYSE UNH opened at $396.97 on Tuesday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a market capitalization of $355.70 billion, a PE ratio of 22.67, a P/E/G ratio of 1.48 and a beta of 0.51. The company’s 50 day simple moving average is $390.68 and its 200 day simple moving average is $364.28. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last released its earnings results 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 firm had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be issued a $2.32 dividend. The ex-dividend date is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 53.00%.

Analyst Upgrades and Downgrades

UNH has been the topic of several analyst reports. Oppenheimer raised their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Bank of America reissued a “buy” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research note on Monday, July 20th. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Truist Financial lifted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Finally, Argus upped their price objective on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $463.93.

UnitedHealth Group Company Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.