UnitedHealth Group Incorporated $UNH Stock Position Trimmed by Everest Financial Group LLC

Everest Financial Group LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.3% in the 3rd quarter, HoldingsChannel reports. The firm owned 30,947 shares of the healthcare conglomerate’s stock after selling 1,735 shares during the period. UnitedHealth Group makes up approximately 1.3% of Everest Financial Group LLC’s holdings, making the stock its 22nd largest holding. Everest Financial Group LLC’s holdings in UnitedHealth Group were worth $11,360,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Nvwm LLC lifted its stake in shares of UnitedHealth Group by 89.2% during 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 last quarter. Wellington Altus USA Inc. boosted its holdings in shares of UnitedHealth Group by 97.1% during the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after buying an additional 33 shares during the period. Security National Bank of SO Dak acquired a new position in UnitedHealth Group in the 2nd quarter valued at about $29,000. Compass Wealth Management LLC bought a new position in UnitedHealth Group in the 3rd quarter valued at about $29,000. Finally, Aberdeen Wealth Management LLC bought a new position in UnitedHealth Group in the 2nd quarter valued at about $31,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $405.45 on Friday. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $363.29 billion, a price-to-earnings ratio of 23.16, a price-to-earnings-growth ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a 50-day simple moving average of $391.23 and a two-hundred day simple moving average of $365.03.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the prior year, the business posted $2.59 EPS. The business’s revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s payout ratio is 53.00%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’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 transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on UNH. Barclays reduced their price objective on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a report on Wednesday, October 14th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, October 14th. Wells Fargo & Company dropped their price target on UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a report on Tuesday, October 27th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Finally, DA Davidson set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $463.93.

Key Stories Impacting UnitedHealth Group

These are some of the UNH stories that stood out recently:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
• Negative Sentiment: UnitedHealth plans to drop Medicare plans in 140 counties and leave Wyoming. The exits could reduce coverage and membership in affected areas; the longer-term impact will depend on whether the move helps control costs and improve plan economics. UnitedHealth to Drop Medicare Plans in 140 Counties and Leave Wyoming

UnitedHealth Group 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.