UnitedHealth Group Incorporated $UNH Stock Position Cut by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 27,529 shares of the healthcare conglomerate’s stock after selling 4,728 shares during the period. Ninety One SA Pty Ltd’s holdings in UnitedHealth Group were worth $10,146,000 as of its most recent filing with the SEC.

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. Cantor Fitzgerald raised their price objective on UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Piper Sandler upped their target price on UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a report on Wednesday. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research report on Friday, October 9th. Oppenheimer raised their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Finally, Evercore upped their price objective on shares of UnitedHealth Group from $400.00 to $480.00 and gave the company an “outperform” rating in a research note on Tuesday, July 7th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $461.48.

Insider Activity

In other 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 completion of the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.19% of the company’s stock.

Key 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 Performance

Shares of UnitedHealth Group stock opened at $407.45 on Friday. The company has a market cap of $365.72 billion, a P/E ratio of 23.27, a PEG ratio of 1.43 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The business has a 50-day moving average price of $387.17 and a two-hundred day moving average price of $384.52. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $111.31 billion. During the same quarter in the prior year, the company earned $2.59 EPS. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 20.66 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. 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 payout ratio is 53.00%.

About UnitedHealth Group

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.