Toth Financial Advisory Corp lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 14.3% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 29,917 shares of the healthcare conglomerate’s stock after buying an additional 3,753 shares during the period. UnitedHealth Group comprises about 1.1% of Toth Financial Advisory Corp’s holdings, making the stock its 25th largest position. Toth Financial Advisory Corp’s holdings in UnitedHealth Group were worth $10,982,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Whalen Wealth Management Inc. boosted its holdings in UnitedHealth Group by 1.4% in the third quarter. Whalen Wealth Management Inc. now owns 4,755 shares of the healthcare conglomerate’s stock worth $1,745,000 after acquiring an additional 66 shares in the last quarter. Vann Equity Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter valued at about $795,000. HWG Holdings LP raised its holdings in UnitedHealth Group by 20.7% in the third quarter. HWG Holdings LP now owns 16,839 shares of the healthcare conglomerate’s stock worth $6,181,000 after buying an additional 2,892 shares during the last quarter. Venture Visionary Partners LLC purchased a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $3,277,000. Finally, Steph & Co. raised its holdings in UnitedHealth Group by 14.5% in the 3rd quarter. Steph & Co. now owns 1,846 shares of the healthcare conglomerate’s stock worth $678,000 after acquiring an additional 234 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities research analysts recently commented on UNH shares. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their price objective for the stock from $287.00 to $453.00 in a report on Thursday, July 16th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $512.00 price target (up from $492.00) on shares of UnitedHealth Group in a research note on Wednesday, September 2nd. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Morgan Stanley lifted their target price on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, Argus increased their price target on UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a report on Monday, July 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $465.75.
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction on Friday, August 21st. The shares were 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 $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by company insiders.
UnitedHealth Group Price Performance
Shares of UNH traded down $3.62 during midday trading on Thursday, hitting $372.36. 1,676,218 shares of the company traded hands, compared to its average volume of 7,328,772. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a 50 day moving average of $390.52 and a 200-day moving average of $379.64. The stock has a market cap of $334.23 billion, a price-to-earnings ratio of 24.00, a PEG ratio of 1.41 and a beta of 0.60.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the business earned $4.08 earnings per share. The firm’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.
UnitedHealth Group Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth’s valuation has reset substantially after a difficult period, with its lower price-to-earnings multiple prompting some investors to view the stock as undervalued if earnings stabilize and Medicare Advantage margins recover. UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?
- Positive Sentiment: Analysts and investors are closely watching UnitedHealth ahead of its third-quarter report, suggesting that expectations for a potential earnings improvement remain an important catalyst for the stock. The company’s latest quarter exceeded consensus EPS and revenue estimates. Stay Ahead of the Game With UnitedHealth Q3 Earnings
- Neutral Sentiment: Third-quarter results will be judged on medical-cost trends, Medicare Advantage margins, membership changes and operating performance—not simply revenue and EPS. Investors are looking for evidence that recent margin pressure is temporary and that the company can maintain its full-year outlook. UnitedHealth Q3 Coming Up: Two Questions Investors Can’t Ignore
- Neutral Sentiment: UnitedHealth is attracting unusually high investor attention, but the coverage largely reflects debate over whether the stock’s depressed valuation represents an opportunity or a signal of continued fundamental risk. UnitedHealth Group Is Attracting Investor Attention
- Negative Sentiment: A recent rating downgrade highlights a weak spot in UnitedHealth’s recovery and reinforces concerns that higher medical expenses or slower improvement in Medicare Advantage could limit earnings momentum. UnitedHealth’s Recovery Has One Weak Spot
- Negative Sentiment: Reports about Medicare plan closures and potential member disruption add reputational and enrollment risk, while investors remain concerned that membership losses could make margin improvement harder to achieve. Medicare Plans Are Shutting Down
UnitedHealth Group Company 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.
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