2,857 Shares in UnitedHealth Group Incorporated $UNH Bought by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, Holdings Channel.com reports. The fund purchased 2,857 shares of the healthcare conglomerate’s stock, valued at approximately $987,000.

Other hedge funds have also recently bought and sold shares of the company. Souders Financial Advisors grew its stake in UnitedHealth Group by 7.4% during the third quarter. Souders Financial Advisors now owns 3,720 shares of the healthcare conglomerate’s stock worth $1,284,000 after buying an additional 256 shares during the period. Blake Schutter Theil Wealth Advisors LLC purchased a new stake in UnitedHealth Group during the 3rd quarter worth $298,000. Flaharty Asset Management LLC raised its position in UnitedHealth Group by 35.3% in the third quarter. Flaharty Asset Management LLC now owns 1,838 shares of the healthcare conglomerate’s stock valued at $635,000 after purchasing an additional 480 shares during the period. Gitterman Wealth Management LLC boosted its position in shares of UnitedHealth Group by 12.5% in the third quarter. Gitterman Wealth Management LLC now owns 2,909 shares of the healthcare conglomerate’s stock worth $1,004,000 after buying an additional 323 shares during the period. Finally, Victrix Investment Advisors raised its holdings in shares of UnitedHealth Group by 91.6% during the 3rd quarter. Victrix Investment Advisors now owns 14,464 shares of the healthcare conglomerate’s stock valued at $4,995,000 after buying an additional 6,916 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on UNH shares. Royal Bank Of Canada lowered their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday. Barclays reduced their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday. Bank of America upped their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Finally, UBS Group cut their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday. One equities research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $376.75.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $287.03 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock has a market cap of $260.00 billion, a price-to-earnings ratio of 21.76, a PEG ratio of 1.35 and a beta of 0.42. The stock’s 50 day moving average price is $330.74 and its 200 day moving average price is $323.51. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36.

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

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 67.02%.

Key UnitedHealth Group News

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

• Positive Sentiment: Q4 beat and near-term optimism: UNH reported an EPS beat that briefly lifted sentiment and helped the stock rally after the print. That positive earnings surprise shows operations can still deliver despite headwinds. UnitedHealth Group (NYSE:UNH) Shares Up 4% After Earnings Beat
• Positive Sentiment: Potential policy upside: Commentary that UNH is negotiating with the administration for more favorable Medicare rates is a tailwind if realized, supporting longer-term policy risk mitigation. 5 Stocks Primed for a Turnaround in 2026
• Neutral Sentiment: Modest analyst adjustments but continued support: Morgan Stanley trimmed its target slightly while keeping an Overweight rating, signaling analyst conviction remains even as near-term assumptions are revised. UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley
• Neutral Sentiment: Investor debate on durability: Several analyst pieces argue the current weakness may be temporary (AI-driven efficiencies, margin recovery) — this creates mixed near-term flows as value buyers size positions vs. risk-averse sellers. UnitedHealth: Opportunity Is Here – Temporary FY2026 Pain
• Negative Sentiment: Analyst price-target cuts: Barclays and Wells Fargo lowered targets (while keeping Overweight ratings), signaling reduced near-term expectations and likely weighing on buying momentum. Analyst Price Target Changes (Benzinga)
• Negative Sentiment: Regulatory/reimbursement pressure: Proposed smaller Medicare reimbursements and government scrutiny of insurer margins remain the largest catalyst for the sell-off and uncertainty around 2026-27 margins. UnitedHealth Plunges After Weak Earnings
• Negative Sentiment: Elevated bearish positioning: Unusual options activity showed a large jump in put buying, indicating short-term hedging or speculative bearish bets that can amplify downward moves. (Options volume data reported 376,697 puts traded vs. average ~163k.)

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.