UnitedHealth Group Incorporated $UNH Shares Bought by CapWealth Advisors LLC

CapWealth Advisors LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5,415.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,615 shares of the healthcare conglomerate’s stock after buying an additional 44,788 shares during the period. CapWealth Advisors LLC’s holdings in UnitedHealth Group were worth $15,751,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Norges Bank acquired a new position in shares of UnitedHealth Group during the second quarter worth $3,837,207,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $1,572,193,000. Dodge & Cox raised its position in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC acquired a new position in UnitedHealth Group in the second quarter valued at approximately $528,273,000. Finally, Amundi raised its holdings in UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after purchasing an additional 1,565,245 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 2.7%

Shares of NYSE:UNH opened at $347.70 on Thursday. The company has a market cap of $314.96 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 2.04 and a beta of 0.42. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm’s 50-day simple moving average is $330.93 and its 200-day simple moving average is $322.74. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $7.15 EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current 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 issued a $2.21 dividend. The ex-dividend date of this dividend 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 (DPR) is 46.14%.

Analyst Ratings Changes

UNH has been the topic of a number of recent analyst reports. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Sanford C. Bernstein upped their target price on UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Leerink Partners set a $410.00 price objective on UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, The Goldman Sachs Group initiated coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $385.75.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth said it will provide rebates to its Obamacare (ACA) plan members in 2026 — a customer-friendly move that can help retention, reduce subsidy-related backlash, and ease regulatory relations. UnitedHealth to offer rebates to its Obamacare customers
• Positive Sentiment: Wall Street sentiment remains constructive — multiple recent buy/overweight ratings and a median price target near $403 support upside vs. current levels, which can attract buyers and provide a valuation anchor. UnitedHealth Group Stock (UNH) Opinions on Senate Medicare Report
• Positive Sentiment: Market commentary noted UNH outperformed the broader market in the latest session, reflecting investor preference for its scale, diversified Optum business and defensive characteristics amid volatility. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Relative valuation and analyst debate: coverage pieces question whether recent share weakness has moved UNH into value territory — useful for longer-term investors but less likely to drive immediate moves. Is UnitedHealth Group (UNH) Pricing Reflect Its Value After Prolonged Share Price Weakness
• Neutral Sentiment: Industry comparison: analysts argue UNH’s scale and Optum diversification give it an edge over peers like Molina in navigating policy-driven volatility — supportive context but not a new catalyst. UNH vs. MOH: Which Insurer Can Better Navigate Current Volatility?
• Neutral Sentiment: Miscellaneous market lists and dividend roundups mention UNH among large-cap/defensive names — visibility that supports liquidity but is unlikely to be a decisive catalyst. 2 dividend stock to buy right now
• Negative Sentiment: A recent Senate committee report alleging aggressive tactics to boost Medicare payments has reignited regulatory and ethical scrutiny; that risk — potential fines, reimbursements or tighter oversight — is a meaningful headwind for sentiment and valuation. UnitedHealth Group Stock (UNH) Opinions on Senate Medicare Report

About UnitedHealth Group

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.