Encompass More Asset Management Buys 5,184 Shares of UnitedHealth Group Incorporated $UNH

Encompass More Asset Management purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,184 shares of the healthcare conglomerate’s stock, valued at approximately $1,903,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. BlackRock Inc. increased its stake 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 buying an additional 3,395,530 shares during the period. State Street Corp lifted its stake 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 acquiring an additional 301,081 shares during the period. Bank of America Corp DE boosted its holdings in shares of UnitedHealth Group by 21.8% in the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after acquiring an additional 2,097,859 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of UnitedHealth Group by 6.1% in 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 acquiring an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP increased its stake in shares of UnitedHealth Group by 5.8% during the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after acquiring an additional 583,536 shares during the period. Institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Q3 results and guidance exceeded expectations. UnitedHealth reported adjusted earnings of $4.69 per share versus the $4.14 consensus estimate, while revenue of $112.7 billion also topped forecasts. Management raised its 2026 adjusted EPS outlook to at least $20.50, supporting the recovery narrative. UnitedHealth Stock Moves Higher: What’s Going On?
• Positive Sentiment: Analyst support remains significant. JPMorgan raised its price target to $524 and maintained an “overweight” rating, while Goldman Sachs reportedly lifted its target to $506 after concluding that Medicare Advantage margin recovery is progressing faster than expected. JPMorgan Raises UnitedHealth Price Target
• Positive Sentiment: Potential growth areas could support 2027 and beyond. UnitedHealth’s focus on Medicare special-needs plans, expanded coverage and care-delivery operations may provide targeted growth while improving margins. Its low beta also makes UNH attractive as a defensive healthcare holding during inflation and market rotation away from technology stocks. Can UNH’s Focus on Special Needs Plans Strengthen Medicare Growth?
• Neutral Sentiment: Recent gains may have already priced in much of the good news. Commentary noted that the earnings beat and outlook increase were followed by questions about how durable the recovery will be, limiting the immediate upside despite bullish targets. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Negative Sentiment: Membership fell and medical costs remain high. Analysts are concerned that shrinking membership and elevated utilization could constrain revenue growth and margins, particularly if higher care costs persist. This is the main reason investors are questioning whether the earnings improvement can continue. UnitedHealth’s Q3 Margins Improve, But Membership Falls
• Negative Sentiment: Analyst views are mixed. Barclays issued a pessimistic forecast, Robert W. Baird cut its price target, and TD Cowen reiterated a “hold” rating with a $402 target, signaling limited near-term upside for some investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a research report on Tuesday, July 21st. Bank of America reiterated a “buy” rating and set a $450.00 price target on shares of UnitedHealth Group in a research report on Monday, July 20th. JPMorgan Chase & Co. boosted their price objective on UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a research note on Friday. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday. Finally, TD Cowen reaffirmed a “hold” rating and set a $402.00 target price on shares of UnitedHealth Group in a research note on Thursday. 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 company has an average rating of “Moderate Buy” and a consensus price target of $462.90.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by insiders.

UnitedHealth Group Stock Down 1.2%

NYSE UNH opened at $401.77 on Friday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a market capitalization of $360.62 billion, a P/E ratio of 22.95, a PEG ratio of 1.45 and a beta of 0.60. The company’s 50 day simple moving average is $387.07 and its 200 day simple moving average is $384.64. 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 issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The firm had revenue of $112.70 billion during 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%. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period last year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

About UnitedHealth Group

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.