4,395 UnitedHealth Group Incorporated $UNH Shares Bought by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,044 shares of the healthcare conglomerate’s stock after purchasing an additional 4,395 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in UnitedHealth Group were worth $22,408,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Corient Private Wealth LP acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $245,516,000. Legal & General Group Plc acquired a new stake in UnitedHealth Group in the 2nd quarter valued at $2,444,928,000. Jupiter Topco LLC purchased a new stake in UnitedHealth Group in the 2nd quarter worth $2,019,844,000. BlackRock Inc. raised its position in 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 acquiring an additional 3,395,530 shares during the period. Finally, Canada Pension Plan Investment Board purchased a new position in UnitedHealth Group during the second quarter valued at $971,757,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently commented on UNH. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research report on Tuesday, July 21st. Robert W. Baird cut their target price on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a research note on Wednesday, October 14th. Leerink Partners raised their price objective on UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Royal Bank Of Canada boosted their price objective 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. Finally, Erste Group Bank lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Stock Up 1.8%

Shares of NYSE UNH opened at $404.88 on Wednesday. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The business’s 50 day moving average is $390.98 and its two-hundred day moving average is $364.53. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The firm has a market cap of $362.78 billion, a price-to-earnings ratio of 23.12, a PEG ratio of 1.44 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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. The business had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company’s revenue was down .4% on a year-over-year basis. During the same period in the previous year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s payout ratio is currently 53.00%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

UnitedHealth Group Profile

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.