AE Wealth Management LLC Buys 1,937 Shares of UnitedHealth Group Incorporated $UNH

AE Wealth Management LLC boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 119,660 shares of the healthcare conglomerate’s stock after buying an additional 1,937 shares during the quarter. AE Wealth Management LLC’s holdings in UnitedHealth Group were worth $41,320,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in UNH. LFA Lugano Financial Advisors SA bought a new stake in UnitedHealth Group during the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the second quarter valued at about $29,000. Islay Capital Management LLC bought a new stake in shares of UnitedHealth Group in the second quarter worth about $31,000. Grey Fox Wealth Advisors LLC bought a new position in UnitedHealth Group during the 3rd quarter valued at approximately $33,000. Finally, Riggs Asset Managment Co. Inc. grew its position in shares of UnitedHealth Group by 69.4% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Several major firms trimmed price targets but kept bullish ratings (buy/outperform), which helps stem the panic and supports a bounce as investors consider the pullback a buying opportunity. Analyst target changes
• Positive Sentiment: Media and retail-investor coverage framing the sell-off as a buy-the-dip moment (contrarian pieces and “bounce back” stories) is drawing short-term buying interest. Why UnitedHealth Group Stock Just Bounced Back
• Neutral Sentiment: Q4 results: UNH slightly beat EPS (driven by Optum Rx and other segments) but missed revenue by a small margin; management reiterated turnaround actions and provided FY2026 EPS guidance. This mixed fundamental print is keeping longer‑term investors evaluating the recovery timeline. Company press release
• Neutral Sentiment: Company guidance and commentary: Reuters and others note management expects 2026 adjusted profit roughly in line with or slightly above estimates while pursuing cost controls — a mixed signal for revenue growth vs. margin improvement. Reuters profit outlook
• Negative Sentiment: Regulatory shock: a Trump administration/CMS proposal to keep Medicare Advantage payments much lower than expected triggered the initial sharp sell-off — this directly pressures UNH’s Medicare business and drove the large multi‑day decline. Medicare rates story
• Negative Sentiment: Soft 2026 revenue guidance and one‑time charges: management flagged a roughly 2% revenue decline for 2026 (first in decades) and absorbed a ~$1.6B restructuring hit, which undermines near‑term earnings power and prompted analyst target cuts. Forbes analysis
• Negative Sentiment: Political scrutiny / insider trades: reports that some politicians sold UNH ahead of the crash have added reputational and regulatory uncertainty, intensifying the sell pressure while the story unfolds. Politician trades

Analyst Upgrades and Downgrades

Several research firms recently weighed in on UNH. TD Cowen lifted their price target on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday. Leerink Partners decreased their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday. Oppenheimer reduced their target price on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday. Finally, Mizuho lifted their price target on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $380.67.

UnitedHealth Group Stock Up 4.0%

Shares of UnitedHealth Group stock opened at $294.08 on Thursday. The company has a 50-day simple moving average of $331.78 and a two-hundred day simple moving average of $323.60. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The stock has a market capitalization of $266.39 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 1.69 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.22 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the prior year, the firm posted $6.81 EPS. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared 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 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 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.