UnitedHealth Group Incorporated $UNH Holdings Increased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 8.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 161,794 shares of the healthcare conglomerate’s stock after purchasing an additional 13,285 shares during the quarter. Rakuten Investment Management Inc.’s holdings in UnitedHealth Group were worth $60,663,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in UNH. Third View Private Wealth LLC increased its holdings in shares of UnitedHealth Group by 19.2% in the third quarter. Third View Private Wealth LLC now owns 1,535 shares of the healthcare conglomerate’s stock valued at $564,000 after purchasing an additional 247 shares during the last quarter. Provenance Wealth Advisors LLC grew its holdings in UnitedHealth Group by 1,515.9% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 3,668 shares of the healthcare conglomerate’s stock valued at $1,346,000 after buying an additional 3,441 shares in the last quarter. Associated Banc Corp acquired a new stake in shares of UnitedHealth Group in the 3rd quarter worth $16,217,000. Watershed Private Wealth LLC raised its holdings in shares of UnitedHealth Group by 10.4% during the 3rd quarter. Watershed Private Wealth LLC now owns 638 shares of the healthcare conglomerate’s stock worth $234,000 after acquiring an additional 60 shares during the period. Finally, Integrity Advisory Solutions LLC boosted its position in shares of UnitedHealth Group by 11.9% during the 3rd quarter. Integrity Advisory Solutions LLC now owns 1,274 shares of the healthcare conglomerate’s stock valued at $468,000 after acquiring an additional 135 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.7%

Shares of UNH stock opened at $403.10 on Wednesday. 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 firm has a market cap of $361.81 billion, a PE ratio of 23.02, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. The company has a 50-day moving average of $390.47 and a two-hundred day moving average of $363.08. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. During the same period last year, the business earned $2.59 earnings per share. The business’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, analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current 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 given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

Wall Street Analyst Weigh In

UNH has been the subject of a number of analyst reports. TD Cowen reissued a “hold” rating and issued a $402.00 price objective on shares of UnitedHealth Group in a report on Thursday, October 15th. Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a report on Tuesday, October 20th. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday, July 21st. HC Wainwright set a $500.00 price target on shares of UnitedHealth Group in a research report on Friday, October 16th. Finally, JPMorgan Chase & Co. upped their price objective on UnitedHealth Group from $516.00 to $524.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Earnings and outlook are key tailwinds. UnitedHealth’s quarterly EPS and revenue beat analysts’ estimates, and the company raised its 2026 profit outlook. Those results helped drive an approximately 11% share gain over the month through October 30. UnitedHealth Just Gained 11% in a Month: Take Profits, or Buy More?
• Positive Sentiment: Buying and value-oriented endorsements provide support. ETFs recorded net purchases of UnitedHealth shares, including $35 million in buying on October 29. BetterInvesting Magazine also named UNH its “Undervalued Stock,” though such selections are not a guarantee of future performance. UnitedHealth Group Draws ETF Buying BetterInvesting Magazine Update
• Neutral Sentiment: Optum Insight’s AI investment is a longer-term opportunity with execution risk. UnitedHealth is expanding AI tools to improve efficiency and claims processing, but rising costs mean the spending still needs to translate into profit growth. Will UNH’s Optum Insight Spending Translate Into Profit Growth?
• Negative Sentiment: Political scrutiny could weigh on sentiment. Senator Elizabeth Warren criticized the Trump administration’s approval of UnitedHealth’s $3.3 billion Amedisys acquisition, arguing the deal increases the company’s power over costs and patient care. The comments renew attention to potential regulatory and political risks. Elizabeth Warren Criticizes UnitedHealth’s Amedisys Deal

Insider Buying and Selling at UnitedHealth Group

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

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.