NBT Bank N.A. Purchases New Position in UnitedHealth Group Incorporated $UNH

NBT Bank N.A. purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 13,058 shares of the healthcare conglomerate’s stock, valued at approximately $4,793,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Root Financial Partners LLC grew its position in UnitedHealth Group by 6.7% during the third quarter. Root Financial Partners LLC now owns 2,530 shares of the healthcare conglomerate’s stock valued at $929,000 after buying an additional 158 shares during the period. Precedent Wealth Partners LLC increased its holdings in UnitedHealth Group by 22.3% in the third quarter. Precedent Wealth Partners LLC now owns 6,241 shares of the healthcare conglomerate’s stock valued at $2,291,000 after buying an additional 1,138 shares in the last quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH raised its position in shares of UnitedHealth Group by 0.5% in the third quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 15,893 shares of the healthcare conglomerate’s stock worth $5,834,000 after acquiring an additional 81 shares during the period. E. Ohman J or Asset Management AB boosted its stake in shares of UnitedHealth Group by 3.1% during the 3rd quarter. E. Ohman J or Asset Management AB now owns 32,659 shares of the healthcare conglomerate’s stock worth $11,988,000 after acquiring an additional 970 shares in the last quarter. Finally, Reyes Financial Architecture Inc. grew its position in shares of UnitedHealth Group by 720.3% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 484 shares of the healthcare conglomerate’s stock valued at $178,000 after acquiring an additional 425 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group 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 sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Up 2.0%

UNH stock opened at $425.29 on Friday. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The firm has a 50-day simple moving average of $388.15 and a 200-day simple moving average of $389.52. The stock has a market capitalization of $381.73 billion, a P/E ratio of 24.29, a P/E/G ratio of 1.51 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last issued 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 firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same period last year, the company posted $2.59 EPS. UnitedHealth Group’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were given a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Higher earnings and guidance support the recovery narrative. UnitedHealth’s earnings growth and raised outlook suggest that cost controls and improved operating performance are helping offset pressure in its insurance businesses. UnitedHealth’s Earnings Jumped 60%. Is the Comeback Stock a Buy, Sell, or Hold?
• Positive Sentiment: Mizuho raised its price target to $500 and reiterated an “outperform” rating. The target implies approximately 17.6% potential upside from the reference price, reinforcing the bullish Wall Street view. Mizuho UnitedHealth rating
• Positive Sentiment: Analyst commentary highlights operating leverage. Continued improvement in revenue efficiency and earnings could support further gains if medical-cost trends remain manageable. UnitedHealth Group: Operating Leverage Should Continue Sending the Stock Higher
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention. Zacks coverage points to improving value characteristics and bullish brokerage recommendations, although investor attention and consensus ratings alone do not guarantee additional gains. Why UnitedHealth Is a Strong Value Stock
• Negative Sentiment: Higher 2027 Medicare costs and broader healthcare inflation remain risks. Rising costs could increase affordability and political pressure, while medical inflation and Medicare funding concerns may limit profit growth despite stronger recent results. UnitedHealth Will Raise 2027 Medicare Costs for Seniors

Wall Street Analyst Weigh In

Several brokerages recently weighed in on UNH. TD Cowen restated a “hold” rating and issued a $402.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. Zacks Research downgraded UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. Sanford C. Bernstein dropped their price objective on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Deutsche Bank Aktiengesellschaft boosted their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Finally, Piper Sandler upped their target price on UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 14th. Twenty equities research 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 currently has a consensus rating of “Moderate Buy” and an average price target of $463.80.

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.