UnitedHealth Group Incorporated $UNH Stock Purchased by Ninety One UK Ltd

Ninety One UK Ltd boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,266,720 shares of the healthcare conglomerate’s stock after purchasing an additional 163,350 shares during the quarter. UnitedHealth Group accounts for 1.1% of Ninety One UK Ltd’s investment portfolio, making the stock its 26th largest position. Ninety One UK Ltd’s holdings in UnitedHealth Group were worth $464,988,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Ninety One North America Inc. increased its holdings in shares of UnitedHealth Group by 24.8% during the 3rd quarter. Ninety One North America Inc. now owns 14,374 shares of the healthcare conglomerate’s stock worth $5,276,000 after buying an additional 2,856 shares during the last quarter. WealthPlan Investment Management LLC lifted its holdings in UnitedHealth Group by 12.9% in the third quarter. WealthPlan Investment Management LLC now owns 21,049 shares of the healthcare conglomerate’s stock valued at $7,727,000 after acquiring an additional 2,400 shares during the last quarter. Purus Wealth Management LLC grew its position in UnitedHealth Group by 16.7% in the third quarter. Purus Wealth Management LLC now owns 818 shares of the healthcare conglomerate’s stock worth $300,000 after acquiring an additional 117 shares during the period. SBE LLC DBA Cedar Cove Wealth Partners grew its position in UnitedHealth Group by 2.4% in the third quarter. SBE LLC DBA Cedar Cove Wealth Partners now owns 1,306 shares of the healthcare conglomerate’s stock worth $480,000 after acquiring an additional 31 shares during the period. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its stake in UnitedHealth Group by 40.6% during the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 1,645 shares of the healthcare conglomerate’s stock worth $604,000 after acquiring an additional 475 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
• Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
• Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
• Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
• Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

UnitedHealth Group Stock Up 3.0%

Shares of NYSE UNH opened at $407.45 on Friday. The firm has a market cap of $365.72 billion, a price-to-earnings ratio of 23.27, a PEG ratio of 1.43 and a beta of 0.60. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The business’s 50 day moving average is $387.17 and its two-hundred day moving average is $384.52.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the prior year, the firm earned $2.59 earnings per share. The firm’s revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 20.66 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 53.00%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is owned by company insiders.

Analyst Ratings Changes

UNH has been the topic of a number of research analyst reports. Leerink Partners lifted their target price on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Zacks Research lowered shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $450.00 target price on shares of UnitedHealth Group in a research note on Thursday. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $461.48.

UnitedHealth Group 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.