Global Assets Advisory LLC Raises Holdings in UnitedHealth Group Incorporated $UNH

Global Assets Advisory LLC raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 56.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,322 shares of the healthcare conglomerate’s stock after buying an additional 2,997 shares during the quarter. UnitedHealth Group comprises about 0.9% of Global Assets Advisory LLC’s investment portfolio, making the stock its 22nd largest holding. Global Assets Advisory LLC’s holdings in UnitedHealth Group were worth $2,874,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the stock. Murphy Pohlad Asset Management LLC grew its position in UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after buying an additional 791 shares during the period. Carnegie Investment Counsel increased 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 purchasing an additional 2,316 shares in the last quarter. Berkshire Hathaway Inc purchased a new position in UnitedHealth Group in the 2nd quarter worth approximately $1,572,193,000. IFP Advisors Inc boosted its position in shares of UnitedHealth Group by 20.7% during the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock valued at $6,462,000 after acquiring an additional 3,545 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after acquiring an additional 1,901 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Analyst Ratings Changes

A number of equities analysts recently weighed in on UNH shares. Mizuho increased their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. TD Cowen increased their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research report on Thursday, October 30th. Zacks Research upgraded shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Jefferies Financial Group increased 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. Finally, Bank of America lifted their target price on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $386.33.

UnitedHealth Group Trading Up 0.6%

Shares of UNH stock opened at $356.46 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. 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 business has a fifty day simple moving average of $332.07 and a 200-day simple moving average of $323.44. The stock has a market cap of $322.89 billion, a P/E ratio of 18.60, a P/E/G ratio of 2.15 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter last year, the business posted $7.15 earnings per share. UnitedHealth Group’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 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

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.