GRIMES & Co WEALTH MANAGEMENT LLC Raises Position in UnitedHealth Group Incorporated $UNH

GRIMES & Co WEALTH MANAGEMENT LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 86.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,111 shares of the healthcare conglomerate’s stock after purchasing an additional 2,826 shares during the quarter. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in UnitedHealth Group were worth $2,110,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Bogart Wealth LLC lifted its holdings in shares of UnitedHealth Group by 52.7% in the 3rd quarter. Bogart Wealth LLC now owns 849 shares of the healthcare conglomerate’s stock worth $293,000 after acquiring an additional 293 shares during the last quarter. RWC Asset Management LLP bought a new stake in UnitedHealth Group in the third quarter worth about $262,000. Allen Capital Group LLC grew its stake in shares of UnitedHealth Group by 16.3% during the third quarter. Allen Capital Group LLC now owns 18,810 shares of the healthcare conglomerate’s stock valued at $6,495,000 after buying an additional 2,633 shares during the last quarter. N.E.W. Advisory Services LLC boosted its holdings in UnitedHealth Group by 64.0% during the 3rd quarter. N.E.W. Advisory Services LLC now owns 2,293 shares of the healthcare conglomerate’s stock valued at $792,000 after acquiring an additional 895 shares during the period. Finally, S Bank Fund Management Ltd grew its position in UnitedHealth Group by 38.8% in the 3rd quarter. S Bank Fund Management Ltd now owns 14,077 shares of the healthcare conglomerate’s stock valued at $4,861,000 after acquiring an additional 3,933 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Re-affirmed 2026 guidance and ACA subsidy developments support upside — bullish investors note UnitedHealth reiterated full‑year 2026 guidance and recent Senate action to extend ACA subsidies (though a veto was hinted at), removing a key downside risk to membership and revenue growth; some analysts/notes argue this sets the stock up to retake prior highs. UnitedHealth Could Re-Take Its All-Time High In 2026
• Positive Sentiment: New Milliman studies bolstering Medicare Advantage economics — UnitedHealth released commissioned actuarial work concluding Medicare Advantage is lower cost to the federal government and lower out‑of‑pocket for beneficiaries, giving UNH policy/PR ammunition to defend MA business and earnings. New Independent Studies: Medicare Advantage Delivers Greater Value
• Neutral Sentiment: Media and retail coverage — televised/influencer pieces and inclusion in dividend screens generate attention but are unlikely to move fundamentals near-term; useful for flow/interest context. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba The Dogs of the Dow
• Negative Sentiment: Senate report alleging aggressive Medicare‑advantage coding tactics hit sentiment — a U.S. Senate committee and major outlets (WSJ/Reuters) reported the company used aggressive methods to capture payment‑boosting diagnoses; the story prompted sell‑side commentary and intraday weakness as the alleged practices raise regulatory, legal and reimbursement risks. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports UnitedHealth Medicare Senate Report (WSJ)

UnitedHealth Group Trading Down 1.9%

UNH opened at $334.00 on Wednesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a fifty day moving average price of $329.72 and a 200-day moving average price of $321.78. The firm has a market cap of $302.55 billion, a price-to-earnings ratio of 17.43, a PEG ratio of 2.06 and a beta of 0.42. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The company had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. During the same quarter in the previous year, the firm earned $7.15 earnings per share. The firm’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 46.14%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on UNH. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. JPMorgan Chase & Co. upped their target price on shares of UnitedHealth Group from $310.00 to $425.00 and gave the stock an “overweight” rating in a research note on Thursday, October 9th. KeyCorp boosted their price target on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Barclays raised their price objective on UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Finally, Mizuho raised their price target on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given 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, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price 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.