Compass Wealth Management LLC Buys Shares of 39,650 UnitedHealth Group Incorporated $UNH

Compass Wealth Management LLC purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, HoldingsChannel.com reports. The firm purchased 39,650 shares of the healthcare conglomerate’s stock, valued at approximately $13,691,000. UnitedHealth Group makes up 2.1% of Compass Wealth Management LLC’s holdings, making the stock its 16th largest position.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Kornitzer Capital Management Inc. KS lifted its position in shares of UnitedHealth Group by 8.9% during the third quarter. Kornitzer Capital Management Inc. KS now owns 17,162 shares of the healthcare conglomerate’s stock worth $5,926,000 after purchasing an additional 1,400 shares in the last quarter. CFS Investment Advisory Services LLC increased its stake in UnitedHealth Group by 20.2% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,286 shares of the healthcare conglomerate’s stock worth $1,554,000 after buying an additional 720 shares during the period. National Wealth Management Group LLC boosted its position in UnitedHealth Group by 130.5% in the 3rd quarter. National Wealth Management Group LLC now owns 5,218 shares of the healthcare conglomerate’s stock valued at $1,802,000 after buying an additional 2,954 shares during the period. BG Investment Services Inc. increased its position in shares of UnitedHealth Group by 12.4% during the third quarter. BG Investment Services Inc. now owns 1,692 shares of the healthcare conglomerate’s stock worth $584,000 after acquiring an additional 186 shares during the period. Finally, Vanguard Personalized Indexing Management LLC grew its stake in UnitedHealth Group by 8.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 108,919 shares of the healthcare conglomerate’s stock worth $37,635,000 after purchasing an additional 8,421 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Key UnitedHealth Group News

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

• Positive Sentiment: Baird frames UnitedHealth’s decision to rebate ACA profits to customers as a strategic, industry‑positive move that could preserve market positioning and limit regulatory scrutiny. Baird Calls UNH’s ACA Rebate Strategic
• Neutral Sentiment: UNH is reporting Q4 results and holding an earnings call on Jan. 27 — an immediate catalyst that will drive short‑term volatility as investors digest revenue, margin trends and management guidance. Earnings Call Transcript / Upcoming Report
• Neutral Sentiment: Analysts have been updating forecasts ahead of the print; some boutiques and accuracy‑ranked analysts revised estimates — these changes shape expectations but outcomes will depend on the actual guidance. Analysts Revise Forecasts Ahead of Earnings
• Neutral Sentiment: Coverage pieces and previews (e.g., Seeking Alpha, Blockonomi) discuss whether Q4 results can stabilize the stock after prior declines; useful for scenario analysis but not new fundamentals. Guidance In Focus During Quarterly Results
• Neutral Sentiment: Routine coverage of analyst upgrades/downgrades and pre‑earnings expectation pieces are circulating; these can nudge sentiment intraday but are secondary to the regulatory and earnings headlines. Analyst Upgrades/Downgrades Roundup
• Negative Sentiment: The Trump administration proposed keeping Medicare Advantage rates roughly flat for next year (average increase ~0.09%), a development that directly reduces expected revenue growth for insurers with MA exposure and triggered significant selling pressure across the sector. WSJ/Reuters: Proposal to Keep Medicare Rates Steady
• Negative Sentiment: Market reaction was sharp: major health insurers, including UnitedHealth, fell in extended trading after the rate proposal was reported — this reflects investor concern about near‑term earnings/loss of margin leverage from Medicare Advantage. CNBC: Health Insurers Tumble After Rate Proposal
• Negative Sentiment: Morgan Stanley trimmed its price target on UNH to $409, signaling lowered analyst conviction on near‑term upside and adding downward pressure on sentiment ahead of earnings. Morgan Stanley Cuts UNH Price Target

UnitedHealth Group Stock Down 1.1%

UNH opened at $352.32 on Tuesday. The stock has a market capitalization of $319.15 billion, a P/E ratio of 18.39, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42. 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 Incorporated has a one year low of $234.60 and a one year high of $606.36. The business’s 50-day simple moving average is $332.71 and its 200-day simple moving average is $323.96.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate 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 was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $7.15 earnings per share. Analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed 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 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on UNH. Piper Sandler decreased their price objective on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating for the company in a research note on Tuesday, October 28th. Barclays boosted their price target on shares of UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Morgan Stanley decreased their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday. Zacks Research upgraded UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Royal Bank Of Canada increased their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $386.33.

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.