UnitedHealth Group Incorporated $UNH Shares Purchased by Evergreen Wealth Management LLC

Evergreen Wealth Management LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 79.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,736 shares of the healthcare conglomerate’s stock after purchasing an additional 2,548 shares during the period. Evergreen Wealth Management LLC’s holdings in UnitedHealth Group were worth $1,981,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in UNH. Murphy Pohlad Asset Management LLC boosted its holdings in UnitedHealth Group by 21.8% in 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 purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel boosted its stake in shares of UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares during the last quarter. Berkshire Hathaway Inc purchased a new position in UnitedHealth Group during the second quarter valued at approximately $1,572,193,000. IFP Advisors Inc boosted its position in UnitedHealth Group by 20.7% in the 2nd quarter. IFP Advisors Inc now owns 20,683 shares of the healthcare conglomerate’s stock worth $6,462,000 after purchasing an additional 3,545 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after purchasing an additional 1,901 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts recently commented on UNH shares. Leerink Partners set a $410.00 price target on shares of UnitedHealth Group and gave the company an “outperform” rating in a research report on Wednesday, October 29th. Barclays lifted their price target on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Morgan Stanley dropped their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday. UBS Group increased their target price on UnitedHealth Group from $378.00 to $430.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Finally, Wells Fargo & Company boosted their price target on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, October 7th. 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 given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $386.33.

More 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%

NYSE UNH opened at $352.32 on Tuesday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The business has a fifty day moving average price of $332.71 and a 200 day moving average price of $323.96. The company has a market cap of $319.15 billion, a P/E ratio of 18.39, a P/E/G ratio of 2.15 and a beta of 0.42.

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

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is currently 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.