UnitedHealth Group Incorporated $UNH Stock: PBU The Pension Fund of Early Childhood & Youth Educators Increases Holdings

PBU The Pension Fund of Early Childhood & Youth Educators boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 2.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 84,834 shares of the healthcare conglomerate’s stock after acquiring an additional 2,368 shares during the period. PBU The Pension Fund of Early Childhood & Youth Educators’ holdings in UnitedHealth Group were worth $31,141,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. General Partner Inc. acquired a new position in shares of UnitedHealth Group during the third quarter worth about $512,000. PBCay One RSC Ltd acquired a new stake in UnitedHealth Group in the first quarter valued at about $14,343,000. Lee Johnson Capital Management LLC purchased a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $6,180,000. Kinsale Capital Group Inc. increased its position in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after purchasing an additional 4,557 shares during the period. Finally, Kelleher Financial Advisors raised its stake in shares of UnitedHealth Group by 135.9% during the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after buying an additional 3,166 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 0.6%

Shares of UnitedHealth Group stock opened at $405.45 on Friday. The company has a 50-day moving average of $391.23 and a two-hundred day moving average of $365.03. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market cap of $363.29 billion, a PE ratio of 23.16, a price-to-earnings-growth ratio of 1.46 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 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 business had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the previous year, the company earned $2.59 EPS. The company’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 53.00%.

UnitedHealth Group News Roundup

These are some of the UNH news items that stood out recently:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
• Neutral Sentiment: A law firm invited shareholders to discuss potential claims involving company insiders. The release provides no substantiation or finding of wrongdoing, so it is not evidence of liability, though it may draw attention to legal and governance risks. Shareholder Rights Notice

Insiders Place Their Bets

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

Wall Street Analysts Forecast Growth

Several research firms have recently commented on UNH. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, October 14th. Sanford C. Bernstein cut their price objective on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Royal Bank Of Canada raised their target price on UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a report on Tuesday, October 20th. Finally, Oppenheimer boosted their target price on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Twenty 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, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.