1,769 Shares of UnitedHealth Group Incorporated $UNH Acquired by Riversedge Advisors LLC

Riversedge Advisors LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,769 shares of the healthcare conglomerate’s stock, valued at approximately $649,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. BlackRock Inc. increased its holdings in UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares in the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 0.7% in the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after acquiring an additional 301,081 shares during the period. Bank of New York Mellon Corp lifted its position in UnitedHealth Group by 6.1% during the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after purchasing an additional 616,723 shares during the period. Wellington Management Group LLP grew its position in UnitedHealth Group by 5.8% in the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock worth $4,436,923,000 after purchasing an additional 583,536 shares during the period. Finally, Corient Private Wealth LP raised its stake in UnitedHealth Group by 1,443.7% during the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock valued at $3,510,920,000 after buying an additional 7,900,011 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s investment case is improving if management can sustain recent profitability gains. Analysts point to cost controls, the exit from unprofitable business lines, strong cash flow, and possible margin expansion despite flat revenue and shrinking membership. The stock trades at a valuation below its historical average, leaving room for a re-rating if the turnaround continues. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Positive Sentiment: Wall Street expects a substantial year-over-year increase in third-quarter earnings, with consensus estimates around $4.12–$4.15 per share on approximately $111 billion in revenue. Better-than-expected results or an increase in full-year guidance could support the shares. UnitedHealth Gears Up for Q3 Earnings
• Neutral Sentiment: UnitedHealth is scheduled to report third-quarter results before the market opens on October 13. The report will be important for assessing medical-cost trends, membership, margins, cash flow, and whether the company can maintain its 2026 earnings guidance. UnitedHealth Earnings Date
• Neutral Sentiment: New Medicare Advantage star-rating results are reshuffling the managed-care landscape. Humana benefited while CVS declined, but UnitedHealth was described as holding steady, suggesting limited immediate impact from the ratings changes. Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more limited near-term upside even as the analyst maintains a constructive view. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: Medicare Advantage plans with top ratings reportedly fell 18% after a CMS methodology reshuffle. Although the change may not reflect actual care quality, it could affect member enrollment, bonuses, reimbursement, and profitability across insurers, creating uncertainty for UnitedHealth’s government-services business. Medicare Advantage Plan Ratings Reshuffle

UnitedHealth Group Price Performance

Shares of NYSE UNH traded up $6.60 during midday trading on Friday, reaching $377.55. 3,655,569 shares of the stock traded hands, compared to its average volume of 7,338,250. The company’s 50 day moving average is $389.50 and its 200 day moving average is $380.30. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock has a market capitalization of $338.89 billion, a PE ratio of 24.30, a P/E/G ratio of 1.41 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm’s revenue for the quarter was up .4% on a year-over-year basis. During the same period in the previous year, the firm posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’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 transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. The Goldman Sachs Group increased their target price on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Barclays increased their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. New Street Research set a $402.00 price target on shares of UnitedHealth Group in a research note on Friday. Finally, Argus lifted their target price on UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research report on Monday, July 20th. 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 MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $462.59.

About UnitedHealth Group

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.