UnitedHealth Group Incorporated $UNH Shares Acquired by Keybank National Association OH

Keybank National Association OH increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 7.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 197,486 shares of the healthcare conglomerate’s stock after acquiring an additional 13,241 shares during the period. Keybank National Association OH’s holdings in UnitedHealth Group were worth $72,493,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. BlackRock Inc. boosted 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 purchasing an additional 3,395,530 shares in the last quarter. State Street Corp grew its holdings in UnitedHealth Group by 0.7% in 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 purchasing 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 first 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 buying an additional 2,097,859 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of UnitedHealth Group by 6.1% in 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 buying an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP raised its stake in shares of 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 buying an additional 583,536 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred on 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 owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research firms recently commented on UNH. Sanford C. Bernstein decreased their price objective on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 14th. Argus lifted their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. Cantor Fitzgerald upped their price target on shares of UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a report on Friday, July 17th. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Raymond James Financial restated an “outperform” rating and set a $450.00 price objective on shares of UnitedHealth Group in a research report on Thursday, October 15th. Twenty 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 presently has a consensus rating of “Moderate Buy” and a consensus price target of $463.93.

UnitedHealth Group News Summary

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 Stock Up 1.8%

UNH opened at $404.88 on Wednesday. The firm has a market cap of $362.78 billion, a P/E ratio of 23.12, a PEG ratio of 1.44 and a beta of 0.51. The business’s fifty day simple moving average is $390.98 and its 200 day simple 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 company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm’s revenue for the quarter was down .4% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

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.