UnitedHealth Group Incorporated $UNH Stock Purchased by Wedmont Private Capital

Wedmont Private Capital grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 11.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,613 shares of the healthcare conglomerate’s stock after purchasing an additional 1,447 shares during the period. Wedmont Private Capital’s holdings in UnitedHealth Group were worth $5,421,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. LFG Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after acquiring an additional 27 shares during the period. Synergy Financial Group LTD increased its position in UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock worth $369,000 after purchasing an additional 27 shares during the period. Ares Financial Consulting LLC lifted its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after buying an additional 28 shares during the period. Hudock Inc. grew its holdings in UnitedHealth Group by 1.0% during the second quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate’s stock worth $1,182,000 after acquiring an additional 28 shares during the period. Finally, Rockland Trust Co. lifted its holdings in UnitedHealth Group by 1.1% in the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock valued at $1,076,000 after acquiring an additional 29 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction on 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 sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was 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 currently owned by corporate insiders.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s investment case is improving if management can sustain recent profitability gains. Analysts point to cost controls, the exit from unprofitable business lines, strong cash flow, and possible margin expansion despite flat revenue and shrinking membership. The stock trades at a valuation below its historical average, leaving room for a re-rating if the turnaround continues. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Positive Sentiment: Wall Street expects a substantial year-over-year increase in third-quarter earnings, with consensus estimates around $4.12–$4.15 per share on approximately $111 billion in revenue. Better-than-expected results or an increase in full-year guidance could support the shares. UnitedHealth Gears Up for Q3 Earnings
• Neutral Sentiment: UnitedHealth is scheduled to report third-quarter results before the market opens on October 13. The report will be important for assessing medical-cost trends, membership, margins, cash flow, and whether the company can maintain its 2026 earnings guidance. UnitedHealth Earnings Date
• Neutral Sentiment: New Medicare Advantage star-rating results are reshuffling the managed-care landscape. Humana benefited while CVS declined, but UnitedHealth was described as holding steady, suggesting limited immediate impact from the ratings changes. Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more limited near-term upside even as the analyst maintains a constructive view. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: Medicare Advantage plans with top ratings reportedly fell 18% after a CMS methodology reshuffle. Although the change may not reflect actual care quality, it could affect member enrollment, bonuses, reimbursement, and profitability across insurers, creating uncertainty for UnitedHealth’s government-services business. Medicare Advantage Plan Ratings Reshuffle

Analyst Ratings Changes

A number of equities analysts have recently issued reports on UNH shares. Leerink Partners increased their price target on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Argus lifted their price target on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research report on Monday, July 20th. UBS Group upped their price target on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, July 17th. JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Finally, The Goldman Sachs Group raised their price target on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $462.59.

UnitedHealth Group Price Performance

NYSE:UNH traded up $7.86 during trading hours on Friday, reaching $378.81. 3,655,569 shares of the company traded hands, compared to its average volume of 7,338,250. 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 $340.02 billion, a P/E ratio of 24.30, a P/E/G ratio of 1.41 and a beta of 0.60. The firm’s 50-day moving average is $389.50 and its 200-day moving average is $380.30. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter last year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

UnitedHealth Group Company 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.