UnitedHealth Group Incorporated $UNH Holdings Decreased by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 0.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 250,024 shares of the healthcare conglomerate’s stock after selling 1,942 shares during the period. Nisa Investment Advisors LLC’s holdings in UnitedHealth Group were worth $91,779,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Wellington Altus USA Inc. grew its holdings in UnitedHealth Group by 97.1% during the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after acquiring an additional 33 shares during the period. Security National Bank of SO Dak acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $29,000. Nvwm LLC lifted its stake in shares of UnitedHealth Group by 89.2% in the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 33 shares during the period. Aberdeen Wealth Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. Finally, Principia Wealth Advisory LLC grew its stake in UnitedHealth Group by 55.0% during the second quarter. Principia Wealth Advisory LLC now owns 93 shares of the healthcare conglomerate’s stock worth $39,000 after purchasing an additional 33 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on UNH. Wall Street Zen raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Barclays reduced their price objective on shares of UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a research report on Wednesday, October 14th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. TD Cowen reiterated a “hold” rating and set a $402.00 target price on shares of UnitedHealth Group in a research report on Thursday, October 15th. Finally, Leerink Partners increased their target price on shares of UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $463.57.

More UnitedHealth Group News

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

• Positive Sentiment: A Seeking Alpha analyst initiated coverage with a Strong Buy rating and a $533 price target, citing margin recovery, improved Optum Health contracts and AI-related efficiencies as potential drivers of double-digit EPS growth through 2028. The analyst also viewed UNH’s valuation as discounted relative to the healthcare sector. UnitedHealth: Optum’s Recovery Supports My Strong Buy Rating
• Positive Sentiment: UnitedHealth was selected as a CNBC “Final Trades” stock after its better-than-expected quarterly results, adding to favorable short-term investor sentiment. Twilio, Transocean and a Health Care Stock on CNBC’s Final Trades
• Positive Sentiment: Analysts and investors are reassessing UNH after the earnings beat and raised outlook, while commentary suggests the stock’s recent momentum reflects renewed confidence in medical-cost trends and operational execution. UnitedHealth Group Has The Market Asking A Bigger Question
• Neutral Sentiment: UnitedHealth’s results have renewed interest in healthcare ETFs with UNH exposure, although diversification may reduce the impact of company-specific gains and limit direct upside. Healthcare ETFs to Buy as UnitedHealth Beats on Q3 Earnings
• Negative Sentiment: A competing analyst downgraded UNH from Strong Buy to Buy, arguing that the shares may already reflect much of the recovery at roughly 20 times forward earnings. Valuation, medical-cost pressure and execution risks remain concerns. UnitedHealth: My Thesis Has Played Out, I Wouldn’t Chase Here
• Negative Sentiment: Reports of rising healthcare costs, reduced services and higher prescription-drug prices for older Americans could increase political scrutiny and pressure insurers’ affordability and retention metrics. Older Americans Brace for Higher Healthcare Costs Ahead of Midterms
• Negative Sentiment: Declining individual-market enrollment and reports that millions of seniors may lose Medicare Advantage plans highlight regulatory, membership and pricing risks for the broader insurance industry, including UNH. 3.2 Million Seniors Will Lose Their Medicare Advantage Plans in 2027

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Up 3.2%

Shares of NYSE UNH opened at $419.70 on Wednesday. The stock has a market capitalization of $376.72 billion, a P/E ratio of 23.97, a P/E/G ratio of 1.47 and a beta of 0.60. The company has a 50-day moving average price of $387.40 and a 200-day moving average price of $387.49. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. 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 posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.70 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same period in the previous year, the firm posted $2.59 earnings per share. The firm’s revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.64 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed 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 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio is 53.00%.

UnitedHealth Group Company 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.