2,588 UnitedHealth Group Incorporated $UNH Shares Purchased by Summit Global Investments

Summit Global Investments raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 48.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,944 shares of the healthcare conglomerate’s stock after acquiring an additional 2,588 shares during the quarter. Summit Global Investments’ holdings in UnitedHealth Group were worth $2,916,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in UNH. Corient Private Wealth LP acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $245,516,000. Legal & General Group Plc acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $2,444,928,000. Jupiter Topco LLC acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $2,019,844,000. BlackRock Inc. grew its stake in shares of UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the last quarter. Finally, Canada Pension Plan Investment Board acquired a new position in shares of UnitedHealth Group during the second quarter worth $971,757,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. Argus upped their target price on UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Royal Bank Of Canada increased their target price on UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a research report on Tuesday, October 20th. Morgan Stanley lifted their price target on UnitedHealth Group from $529.00 to $531.00 and gave the company an “overweight” rating in a research note on Tuesday, October 27th. 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 given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

Trending Headlines about UnitedHealth Group

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

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $406.67 on Friday. The firm has a market cap of $365.02 billion, a PE ratio of 23.23, a price-to-earnings-growth ratio of 1.47 and a beta of 0.60. The firm’s fifty day moving average is $390.20 and its 200-day moving average is $362.40. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. UnitedHealth Group’s revenue for the quarter was down .4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is 53.00%.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the 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 sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

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.