Galvin Gaustad & Stein LLC Has $21.06 Million Holdings in UnitedHealth Group Incorporated $UNH

Galvin Gaustad & Stein LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 22.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 60,979 shares of the healthcare conglomerate’s stock after selling 17,934 shares during the quarter. UnitedHealth Group comprises approximately 1.7% of Galvin Gaustad & Stein LLC’s holdings, making the stock its 17th largest holding. Galvin Gaustad & Stein LLC’s holdings in UnitedHealth Group were worth $21,056,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. McIlrath & Eck LLC grew its position in UnitedHealth Group by 103.8% during the third quarter. McIlrath & Eck LLC now owns 646 shares of the healthcare conglomerate’s stock worth $223,000 after buying an additional 329 shares in the last quarter. CoreCap Advisors LLC lifted its position in shares of UnitedHealth Group by 13.5% in the 3rd quarter. CoreCap Advisors LLC now owns 2,378 shares of the healthcare conglomerate’s stock worth $821,000 after acquiring an additional 283 shares during the period. Grandview Asset Management LLC raised its stake in shares of UnitedHealth Group by 171.9% in the third quarter. Grandview Asset Management LLC now owns 2,822 shares of the healthcare conglomerate’s stock valued at $974,000 after purchasing an additional 1,784 shares in the last quarter. North Star Investment Management Corp. boosted its stake in UnitedHealth Group by 3.0% during the third quarter. North Star Investment Management Corp. now owns 1,744 shares of the healthcare conglomerate’s stock worth $602,000 after buying an additional 51 shares in the last quarter. Finally, Abundance Wealth Counselors raised its stake in shares of UnitedHealth Group by 10.4% in the 3rd quarter. Abundance Wealth Counselors now owns 2,840 shares of the healthcare conglomerate’s stock valued at $981,000 after buying an additional 268 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Evercore kept an outperform view on UNH despite elevated utilization trends, signaling that a major sell-side firm still sees upside versus peers and is comfortable with UnitedHealth’s longer-term fundamentals. UnitedHealth wins outperform at Evercore despite elevated utilization trends
• Positive Sentiment: Barclays raised its price target on UNH to $391 and kept an overweight rating, providing a fresh analyst-led valuation catalyst and suggesting ~12% upside from recent levels. Barclays raises price target on UNH
• Positive Sentiment: Retail/investor media continues to include UnitedHealth on candidate lists for long-term portfolios (e.g., Motley Fool’s picks), which can support buying interest from growth-oriented retail investors. 10 Magnificent Stocks That Can Make You Richer in 2026
• Neutral Sentiment: Sustainable Growth Advisers (SGA) reported it maintained its stake in UNH, which signals no large-scale institutional selling in that portfolio but isn’t an active bullish endorsement. SGA Global Growth Strategy Maintained Its Stake in UnitedHealth (UNH)
• Neutral Sentiment: Two recent analyses reassess UNH’s valuation after an operational overhaul and shifting expectations for earnings recovery — they highlight that much depends on upcoming Q4 results and 2026 guidance, making near-term direction data-driven. UnitedHealth Group (UNH): Reassessing Valuation After Operational Overhaul, Margin Pressure and Upcoming 2026 Updates Looking At The Narrative For UnitedHealth Group UNH After Shifting Earnings Recovery Expectations
• Neutral Sentiment: A WSJ piece on how corporate security changed after last year’s high-profile incident involving UnitedHealth highlights non-financial reputational and security costs; relevant to governance and potential incremental spending but not an immediate earnings driver. How Corporate Security Has Changed a Year After UnitedHealth Killing
• Negative Sentiment: Zacks underscores that UNH shares have fallen significantly over the last year amid cost and margin pressure and warns that Q4 results and 2026 guidance are key tests — this framing keeps downside risk top of mind for investors. UnitedHealth Sinks 34.5% in a Year: Buy the Dip Before Q4 Earnings?

UnitedHealth Group Stock Up 2.0%

Shares of NYSE:UNH opened at $348.81 on Wednesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The firm has a market cap of $315.97 billion, a P/E ratio of 18.21, a P/E/G ratio of 2.06 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The company’s 50-day moving average price is $329.71 and its two-hundred day moving average price is $320.46.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results 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 prior year, the firm earned $7.15 earnings per share. UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. KeyCorp upped their target price on shares of UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. Bank of America increased their target price on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. UBS Group boosted their price target on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Wells Fargo & Company lifted their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, October 7th. Finally, Morgan Stanley increased their target price on shares of UnitedHealth Group from $325.00 to $395.00 and gave the stock an “overweight” rating in a research report on Friday, September 12th. Seventeen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Hold” and a consensus price target of $385.75.

UnitedHealth Group 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.