StoneRidge PMG Advisors LLC Acquires New Shares in UnitedHealth Group Incorporated $UNH

StoneRidge PMG Advisors LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, Holdings Channel.com reports. The fund bought 2,581 shares of the healthcare conglomerate’s stock, valued at approximately $947,000.

Several other institutional investors have also recently made changes to their positions in UNH. Wellington Altus USA Inc. grew its position in shares of UnitedHealth Group by 97.1% in the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock valued at $28,000 after purchasing an additional 33 shares in the last quarter. Security National Bank of SO Dak purchased a new stake in UnitedHealth Group during the 2nd quarter worth about $29,000. Nvwm LLC boosted its stake in UnitedHealth Group by 89.2% in the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 33 shares during the period. Aberdeen Wealth Management LLC bought a new position in UnitedHealth Group in the 2nd quarter worth about $31,000. Finally, Compass Wealth Management LLC purchased a new position in UnitedHealth Group during the 3rd quarter valued at about $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the topic of several analyst reports. Piper Sandler increased their price target on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. Bank of America restated a “buy” rating and issued a $450.00 price objective on shares of UnitedHealth Group in a research report on Monday, July 20th. JPMorgan Chase & Co. upped their target price on shares of UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Morgan Stanley increased their target price on shares of UnitedHealth Group from $529.00 to $531.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 27th. Finally, UBS Group reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, October 13th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $463.93.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

UnitedHealth Group Stock Performance

NYSE UNH opened at $394.14 on Monday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a fifty day moving average of $390.62 and a 200-day moving average of $364.03. The company has a market capitalization of $353.16 billion, a P/E ratio of 22.51, a P/E/G ratio of 1.43 and a beta of 0.51. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $111.31 billion. During the same quarter in the prior year, the firm earned $2.59 earnings per share. The firm’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s dividend payout ratio is 53.00%.

About UnitedHealth Group

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.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.