UnitedHealth Group Incorporated $UNH Shares Acquired by SOL Capital Management CO

SOL Capital Management CO raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 33.0% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 25,187 shares of the healthcare conglomerate’s stock after buying an additional 6,250 shares during the quarter. SOL Capital Management CO’s holdings in UnitedHealth Group were worth $8,697,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of UNH. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. bought a new stake in UnitedHealth Group during the 2nd quarter valued at $29,000. Islay Capital Management LLC bought a new position in shares of UnitedHealth Group in the second quarter worth $31,000. Riggs Asset Managment Co. Inc. raised its stake in shares of UnitedHealth Group by 69.4% during the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares in the last quarter. Finally, Kilter Group LLC acquired a new position in UnitedHealth Group during the 2nd quarter valued at about $34,000. 87.86% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently commented on UNH shares. Wells Fargo & Company boosted their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. KeyCorp raised their target price on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. JPMorgan Chase & Co. upped their price target on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Evercore ISI upgraded shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Finally, UBS Group lifted their price target on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $385.75.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $331.25 on Friday. The company has a market capitalization of $300.06 billion, a P/E ratio of 17.29, a price-to-earnings-growth ratio of 2.05 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The business’s 50-day moving average price is $330.33 and its two-hundred day moving average price is $322.12.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter in the prior year, the company posted $7.15 earnings per share. The firm’s revenue was up 12.2% on a year-over-year basis. Analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

About UnitedHealth Group

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.