Left Brain Wealth Management LLC Purchases 4,814 Shares of UnitedHealth Group Incorporated $UNH

Left Brain Wealth Management LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 480.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,816 shares of the healthcare conglomerate’s stock after buying an additional 4,814 shares during the quarter. Left Brain Wealth Management LLC’s holdings in UnitedHealth Group were worth $2,135,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. General Partner Inc. acquired a new stake in UnitedHealth Group in the 3rd quarter valued at about $512,000. PBCay One RSC Ltd acquired a new position in shares of UnitedHealth Group during the 1st quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $6,180,000. Kinsale Capital Group Inc. grew its position in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares in the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its holdings in shares of UnitedHealth Group by 1,287.2% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after purchasing an additional 55,695 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group News Summary

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

Analyst Ratings Changes

A number of research firms have weighed in on UNH. Piper Sandler boosted their price objective on UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 14th. New Street Research set a $402.00 target price on UnitedHealth Group in a research note on Friday, October 9th. UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, October 13th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, October 14th. 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 report on Tuesday, July 7th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $463.93.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the business’s 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 in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Trading Down 1.0%

UNH opened at $406.67 on Friday. The stock has a market capitalization of $365.02 billion, a PE ratio of 23.23, a P/E/G ratio of 1.49 and a beta of 0.60. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The business’s 50 day moving average price is $390.20 and its 200 day moving average price is $362.40.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $111.31 billion. During the same quarter last year, the firm earned $2.59 earnings per share. The firm’s quarterly revenue 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, equities research analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.