UnitedHealth Group Incorporated $UNH Stock: Kestra Advisory Services LLC Increases Stake

Kestra Advisory Services LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 135,726 shares of the healthcare conglomerate’s stock after purchasing an additional 6,888 shares during the quarter. Kestra Advisory Services LLC’s holdings in UnitedHealth Group were worth $49,822,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of UNH. BlackRock Inc. lifted its stake in shares of UnitedHealth Group by 4.6% during the second 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 during the period. State Street Corp grew its holdings in shares of UnitedHealth Group by 0.7% during the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after buying an additional 301,081 shares during the last quarter. Bank of America Corp DE increased its position in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after acquiring an additional 2,097,859 shares during the period. Bank of New York Mellon Corp raised its stake in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after acquiring an additional 616,723 shares during the last quarter. Finally, Wellington Management Group LLP lifted its position in UnitedHealth Group by 5.8% during 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 acquiring an additional 583,536 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of UNH traded down $1.57 during mid-day trading on Friday, hitting $394.14. 5,901,850 shares of the company were exchanged, compared to its average volume of 6,070,064. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The stock has a market cap of $353.78 billion, a price-to-earnings ratio of 22.51, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. The company has a 50 day moving average of $390.62 and a 200-day moving average of $364.03.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (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 $112.72 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same quarter in the previous year, the company posted $2.59 EPS. The firm’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

Analysts Set New Price Targets

UNH has been the topic of several analyst reports. Robert W. Baird cut their price target on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 14th. Morgan Stanley lifted their price target on UnitedHealth Group from $529.00 to $531.00 and gave the company an “overweight” rating in a research report on Tuesday, October 27th. HC Wainwright set a $500.00 price target on UnitedHealth Group in a report on Friday, October 16th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Piper Sandler lifted their price objective on shares of UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a report on Wednesday, October 14th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $463.93.

Insider Transactions 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 transaction of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This 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 at the SEC website. 0.19% of the stock is currently owned by insiders.

Key UnitedHealth Group News

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.