Great Lakes Retirement Inc. Buys 1,471 Shares of UnitedHealth Group Incorporated $UNH

Great Lakes Retirement Inc. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the third quarter, Holdings Channel.com reports. The fund bought 1,471 shares of the healthcare conglomerate’s stock, valued at approximately $540,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of UNH. Jacobsen Capital Management purchased a new stake in shares of UnitedHealth Group in the third quarter valued at approximately $554,000. Asset Management One Co. Ltd. increased its holdings in shares of UnitedHealth Group by 2.6% in the third quarter. Asset Management One Co. Ltd. now owns 554,769 shares of the healthcare conglomerate’s stock valued at $203,645,000 after purchasing an additional 14,066 shares during the last quarter. Lynch Investment Planning LLC purchased a new position in UnitedHealth Group during the third quarter worth approximately $35,000. Investment Advisory Services Inc. TX ADV boosted its stake in UnitedHealth Group by 6.3% during the third quarter. Investment Advisory Services Inc. TX ADV now owns 724 shares of the healthcare conglomerate’s stock worth $266,000 after buying an additional 43 shares during the last quarter. Finally, Midland Wealth Advisors LLC boosted its stake in UnitedHealth Group by 2.8% during the third quarter. Midland Wealth Advisors LLC now owns 1,063 shares of the healthcare conglomerate’s stock worth $390,000 after buying an additional 29 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting UnitedHealth Group

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

  • Positive Sentiment: Long-term earnings estimates increased. Zacks Research raised its FY2027 EPS forecast to $23.29 from $22.28 and its FY2028 estimate to $26.60 from $25.74, signaling improved expectations for UnitedHealth’s future profitability.
  • Positive Sentiment: Morgan Stanley lifted its price target. The firm increased its target to $531 from $529 and maintained an “Overweight” rating, implying substantial potential upside from recent trading levels. Morgan Stanley Adjusts Price Target on UnitedHealth Group
  • Neutral Sentiment: Near-term estimates were mixed. Zacks raised its Q2 2027 EPS forecast to $6.62 from $6.35, but slightly reduced its Q4 2026 estimate to $2.24 from $2.25. Zacks continues to rate UNH “Hold,” indicating limited conviction despite stronger longer-term projections.
  • Neutral Sentiment: Fraud-prevention collaboration highlights operational opportunities. UnitedHealth and Codoxo plan to present AI-based methods for identifying healthcare fraud beyond traditional claims data. The initiative could support payment integrity and cost control, though it is not expected to materially affect near-term results. Codoxo and UnitedHealth Group fraud presentation
  • Negative Sentiment: Investor uncertainty remains elevated. A law firm is soliciting shareholders over allegations concerning potential insider fiduciary-duty violations. The notice does not establish wrongdoing, but such announcements can add reputational and legal-risk concerns. UnitedHealth shareholder legal notice
  • Negative Sentiment: Industry margin pressure remains a concern. A comparison with Molina Healthcare points to elevated medical costs and membership-related pressure across managed-care companies, factors that could weigh on UnitedHealth’s near-term margins even as its recent earnings exceeded expectations. Molina Healthcare versus Elevance Health and UnitedHealth

UnitedHealth Group Price Performance

UNH stock opened at $406.81 on Thursday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market cap of $365.15 billion, a price-to-earnings ratio of 23.23, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. The business has a fifty day moving average of $389.32 and a two-hundred day moving average of $361.74.

UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. The business had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company’s quarterly revenue was down .4% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 20.62 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction dated 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 owned 15,328 shares of the company’s stock, 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. 0.19% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on UNH. Sanford C. Bernstein cut their target price on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. The Goldman Sachs Group boosted their price target on shares of UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Zacks Research lowered shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, October 14th. Finally, Stephens set a $500.00 target price on shares of UnitedHealth Group in a report on Friday, October 16th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $463.93.

View Our Latest Research Report on UnitedHealth Group

UnitedHealth Group Company Profile

(Free Report)

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.

Featured Stories

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Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)

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