Bernicke Wealth Management Ltd. Buys New Stake in UnitedHealth Group Incorporated $UNH

Bernicke Wealth Management Ltd. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,583 shares of the healthcare conglomerate’s stock, valued at approximately $1,315,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. increased its position in UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. State Street Corp lifted its position in shares of UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after purchasing an additional 301,081 shares during the period. Bank of America Corp DE lifted its position in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the period. Fisher Asset Management LLC boosted its stake in shares of UnitedHealth Group by 19.2% during the 3rd quarter. Fisher Asset Management LLC now owns 10,829,637 shares of the healthcare conglomerate’s stock valued at $3,975,343,000 after purchasing an additional 1,747,368 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of UnitedHealth Group by 6.1% during the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after buying an additional 616,723 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: ETF flows were supportive: 51 ETFs bought UNH while nine sold shares on Nov. 11, for reported net ETF buying of $86.8 million. Article: UnitedHealth Sees $86.8 Million in Net ETF Buying
• Neutral Sentiment: A technical analysis described UNH as consolidating, with neutral momentum and thin volume, suggesting no strong near-term signal from trading activity. Article: UnitedHealth Stock Price Prediction
• Negative Sentiment: Optum Rx’s prescription volumes declined, highlighting ongoing membership-related pressure even as segment earnings improved. Whether efficiencies and biosimilar adoption can sustain profit growth will matter to investors. Article: Can UNH’s Optum Rx Sustain Profit Growth as Prescription Volumes Fall?

Analyst Ratings Changes

A number of research firms recently issued reports on UNH. Cantor Fitzgerald increased their price target on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Erste Group Bank cut UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. Deutsche Bank upped their target price on UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a report on Friday, July 17th. TD Cowen reissued a “hold” rating and issued a $402.00 target price on shares of UnitedHealth Group in a research report on Thursday, October 15th. Finally, Argus raised their target price on UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 0.6%

NYSE:UNH opened at $407.62 on Friday. The firm’s 50-day moving average price is $391.36 and its 200-day moving average price is $365.66. The company has a market capitalization of $365.23 billion, a PE ratio of 23.28, a P/E/G ratio of 1.47 and a beta of 0.51. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. During the same period last year, the company posted $2.59 EPS. UnitedHealth Group’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group Company 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.