2,086 UnitedHealth Group Incorporated $UNH Shares Bought by Fort Washington Investment Advisors Inc. OH

Fort Washington Investment Advisors Inc. OH raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 0.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 480,050 shares of the healthcare conglomerate’s stock after purchasing an additional 2,086 shares during the quarter. UnitedHealth Group comprises approximately 0.9% of Fort Washington Investment Advisors Inc. OH’s portfolio, making the stock its 25th largest holding. Fort Washington Investment Advisors Inc. OH’s holdings in UnitedHealth Group were worth $176,217,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Wellington Altus USA Inc. grew its holdings in shares of UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after buying an additional 33 shares during the last quarter. Security National Bank of SO Dak purchased a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $29,000. Aberdeen Wealth Management LLC purchased a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $31,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group during the 4th quarter worth approximately $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on UNH. Evercore boosted their target price on UnitedHealth Group from $400.00 to $480.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Raymond James Financial increased their price target on UnitedHealth Group from $370.00 to $460.00 and gave the stock an “outperform” rating in a report on Tuesday, July 14th. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday. Finally, BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $461.83.

UnitedHealth Group Stock Performance

NYSE UNH opened at $396.02 on Thursday. The business has a 50 day moving average price of $387.10 and a 200 day moving average price of $383.47. The company has a market capitalization of $355.46 billion, a P/E ratio of 22.62, a PEG ratio of 1.41 and a beta of 0.60. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its 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. The company had revenue of $112.70 billion for the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group’s quarterly revenue was down .4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 20.00 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s payout ratio is 59.72%.

UnitedHealth Group News Roundup

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 consensus near $4.14 and revenue of $112.7 billion versus estimates of $111.3 billion. Operating earnings rose to $6.6 billion, supported by improved cost management and profitability. UnitedHealth Group tops estimates, hikes profit outlook
• Positive Sentiment: Higher 2026 guidance: Management now expects adjusted earnings of at least $20.50 per share, above its prior $19.50–$20.00 range and analyst expectations around $19.85–$19.86. UnitedHealth Group stock jumps on profit outlook raise
• Positive Sentiment: Margin recovery is gaining credibility: The medical care ratio improved to 88.4%, while pricing discipline, benefit changes, care-delivery initiatives and AI tools helped reduce administrative friction. Management described 2026 as a potential bottom for Medicaid margins and outlined 13%–16% long-term earnings growth, with stronger growth targeted for 2027. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Positive Sentiment: Analyst support: Piper Sandler raised its target to $504 and maintained an overweight rating. Mizuho also named UNH a top healthcare pick, while other bullish views point to Optum’s earnings contribution and potential recovery in underappreciated business lines. UnitedHealth Stock Moves Higher
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target to $440 while retaining overweight, and Baird lowered its target to $427 with a neutral rating. This suggests investors see meaningful upside but remain cautious about the pace and durability of the recovery. UnitedHealth Stock Forecast
• Negative Sentiment: Underlying pressures persist: Quarterly revenue was slightly below the prior year, while commercial medical costs and Medicaid profitability continue to pressure margins. Lower membership, the Medicare-related business reset and concerns that the earnings improvement may not yet be fully sustainable explain why the shares did not hold all of their initial gains. UnitedHealth Group Drops as Medicare Exit Clouds Q3 Beat

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.