12,607 Shares in UnitedHealth Group Incorporated $UNH Acquired by Western Financial Corp CA

Western Financial Corp CA bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, HoldingsChannel.com reports. The firm bought 12,607 shares of the healthcare conglomerate’s stock, valued at approximately $4,628,000. UnitedHealth Group accounts for 1.5% of Western Financial Corp CA’s portfolio, making the stock its 16th largest position.

A number of other hedge funds also recently modified their holdings of UNH. Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group during the fourth quarter valued at $27,000. Wellington Altus USA Inc. boosted its position 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. Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group during the 4th quarter valued at about $29,000. Security National Bank of SO Dak acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $29,000. Finally, Aberdeen Wealth Management LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth approximately $31,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on UNH shares. Evercore increased their target price on shares of UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft increased their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Oppenheimer boosted their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. New Street Research set a $402.00 price target on UnitedHealth Group in a research note on Friday, October 9th. Finally, HSBC boosted their price target on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $461.83.

UnitedHealth Group Stock Up 4.8%

Shares of NYSE:UNH traded up $18.26 on Wednesday, reaching $396.02. The company had a trading volume of 7,756,192 shares, compared to its average volume of 7,380,452. The stock has a market capitalization of $355.46 billion, a P/E ratio of 25.48, a P/E/G ratio of 1.42 and a beta of 0.60. The stock has a 50-day moving average price of $387.10 and a 200 day moving average price of $383.47. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%. The business had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the prior year, the firm posted $2.59 EPS. 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 analysts expect that UnitedHealth Group Incorporated will post 19.85 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. 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 news, CEO Patrick Conway sold 1,169 shares of the business’s 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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth reported third-quarter adjusted EPS of $4.69, above the $4.14 consensus, while revenue of $112.7 billion also exceeded estimates. Operating earnings rose 52% to $6.6 billion, supported by improved cost controls and execution. UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs
• Positive Sentiment: Management raised its 2026 adjusted earnings outlook to at least $20.50 per share, above the prior $19.50–$20.00 range and analyst expectations. Executives also indicated that Wall Street’s 2027 earnings assumptions may be too conservative, with a long-term growth target of 13% to 16%. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Positive Sentiment: The medical care ratio improved to 88.4%, while Optum generated $66.9 billion in revenue and $3.7 billion in earnings. Investors were encouraged by progress in value-based care, pharmacy services, artificial-intelligence initiatives and administrative efficiency. UnitedHealth Q3 2026 Earnings Call Transcript
• Positive Sentiment: Analyst support remains favorable overall. Piper Sandler raised its target to $504 and maintained an “overweight” rating, while Mizuho named UnitedHealth a top healthcare pick. A major Wall Street firm also sees substantial upside based on underappreciated business-unit growth. UnitedHealth target raised with potential gains

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.