Greenwood Capital Associates LLC Has $5.20 Million Stock Position in UnitedHealth Group Incorporated $UNH

Greenwood Capital Associates LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 85.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,061 shares of the healthcare conglomerate’s stock after acquiring an additional 6,942 shares during the quarter. Greenwood Capital Associates LLC’s holdings in UnitedHealth Group were worth $5,201,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Carnegie Investment Counsel raised its position in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after acquiring an additional 2,316 shares during the last quarter. AMI Investment Management Inc. raised its holdings in UnitedHealth Group by 14.0% during the 3rd quarter. AMI Investment Management Inc. now owns 9,658 shares of the healthcare conglomerate’s stock worth $3,335,000 after purchasing an additional 1,188 shares during the last quarter. Griffin Asset Management Inc. boosted its stake in shares of UnitedHealth Group by 15.2% in the 3rd quarter. Griffin Asset Management Inc. now owns 16,059 shares of the healthcare conglomerate’s stock valued at $5,545,000 after purchasing an additional 2,120 shares during the last quarter. Provident Wealth Management LLC raised its stake in shares of UnitedHealth Group by 53.8% during the third quarter. Provident Wealth Management LLC now owns 1,066 shares of the healthcare conglomerate’s stock worth $368,000 after buying an additional 373 shares during the last quarter. Finally, LeConte Wealth Management LLC boosted its stake in UnitedHealth Group by 24.2% in the third quarter. LeConte Wealth Management LLC now owns 1,352 shares of the healthcare conglomerate’s stock valued at $467,000 after acquiring an additional 263 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on UNH shares. Truist Financial increased their price target on UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Tuesday, September 9th. KeyCorp raised their target price on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. TD Cowen boosted their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Finally, Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Seventeen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $385.54.

UnitedHealth Group News Roundup

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

UnitedHealth Group Stock Performance

Shares of UNH opened at $331.76 on Friday. The firm’s 50 day moving average price is $333.71 and its two-hundred day moving average price is $319.10. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The firm has a market cap of $300.52 billion, a P/E ratio of 17.32, a PEG ratio of 2.16 and a beta of 0.43.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. During the same period in the previous year, the firm posted $7.15 EPS. The firm’s revenue was up 12.2% compared to the same quarter last year. On average, analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a yield of 2.7%. UnitedHealth Group’s payout ratio is presently 46.14%.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.