UnitedHealth Group Incorporated $UNH Stock Holdings Cut by Mondrian Investment Partners LTD

Mondrian Investment Partners LTD cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 41.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 218,096 shares of the healthcare conglomerate’s stock after selling 152,561 shares during the quarter. UnitedHealth Group comprises approximately 1.7% of Mondrian Investment Partners LTD’s holdings, making the stock its 21st biggest position. Mondrian Investment Partners LTD’s holdings in UnitedHealth Group were worth $80,059,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Wellington Altus USA Inc. raised 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 during the period. Security National Bank of SO Dak bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $29,000. Nvwm LLC boosted its holdings 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 buying an additional 33 shares during the period. Aberdeen Wealth Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter valued at approximately $31,000. Finally, Compass Wealth Management LLC bought a new stake in UnitedHealth Group during the 3rd quarter valued at $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Third-quarter beat and raised outlook support the shares. Adjusted EPS rose approximately 61% to $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in its cost controls and execution. UnitedHealth beat-and-raise quarter
• Positive Sentiment: Optum Health’s performance improved materially. The unit’s profit increased to $735 million, helping demonstrate operating leverage and contributing to UnitedHealth’s post-earnings recovery. Optum Health profit surge
• Positive Sentiment: Analyst expectations and valuation support remain favorable. Erste Group raised its FY2026 EPS estimate to $20.55 from $19.86 and its FY2027 estimate to $23.29 from $22.51. Mizuho also lifted its price target to $500 from $493 and maintained an “outperform” rating, implying additional upside from the referenced price. Mizuho raises UnitedHealth price target
• Neutral Sentiment: Investor attention and value-based coverage may increase trading interest. Zacks highlighted heightened investor attention and characterized UNH as a value stock, but these are sentiment and screening signals rather than new fundamental developments. Zacks value-stock analysis
• Negative Sentiment: Higher 2027 Medicare costs could pressure affordability and margins. The planned increase in costs for seniors may create political and utilization concerns, potentially offsetting some of the recent earnings momentum. Healthcare stocks also faced broader sector pressure in recent trading. UnitedHealth 2027 Medicare costs

Analyst Upgrades and Downgrades

Several research firms have issued reports on UNH. Robert W. Baird dropped their target price on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 14th. Zacks Research lowered UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Truist Financial upped their price target on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. UBS Group reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, October 13th. Finally, 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. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $463.80.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This 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 Trading Down 1.7%

Shares of UNH stock opened at $417.97 on Friday. The company has a market capitalization of $375.17 billion, a PE ratio of 23.87, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The business’s fifty day moving average is $388.47 and its 200 day moving average is $389.72. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last posted its 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. The business had revenue of $112.70 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm’s revenue was down .4% on a year-over-year basis. During the same period in the previous year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.62 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued 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 2.2%. UnitedHealth Group’s payout ratio is presently 53.00%.

UnitedHealth Group Profile

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.