UnitedHealth Group Incorporated $UNH Shares Purchased by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 94.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 3,375 shares of the healthcare conglomerate’s stock after acquiring an additional 1,639 shares during the period. Avidian Wealth Enterprises LLC’s holdings in UnitedHealth Group were worth $1,165,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. LFA Lugano Financial Advisors SA purchased a new position in UnitedHealth Group during the second quarter worth about $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group during the second quarter worth $29,000. Islay Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of UnitedHealth Group in the third quarter worth $33,000. Finally, Riggs Asset Managment Co. Inc. lifted its stake in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after acquiring an additional 43 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group News Roundup

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

Analyst Upgrades and Downgrades

Several research firms have issued reports on UNH. Barclays upped their price objective on shares of UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a report on Friday, October 17th. The Goldman Sachs Group initiated coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Wells Fargo & Company raised their target price on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, October 7th. Finally, JPMorgan Chase & Co. increased their price target on shares of UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.

UnitedHealth Group Stock Up 2.7%

UNH stock opened at $347.70 on Thursday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The stock has a market capitalization of $314.96 billion, a P/E ratio of 18.15, a PEG ratio of 2.04 and a beta of 0.42. The company has a 50 day moving average price of $330.93 and a two-hundred day moving average price of $322.74. 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 (NYSE:UNH) last released its 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 return on equity of 19.23% and a net margin of 4.04%.The firm had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. During the same period in the prior year, the firm posted $7.15 earnings per share. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared 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. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is 46.14%.

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.