Brighton Jones LLC Acquires 5,236 Shares of UnitedHealth Group Incorporated $UNH

Brighton Jones LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 25.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 26,167 shares of the healthcare conglomerate’s stock after buying an additional 5,236 shares during the period. Brighton Jones LLC’s holdings in UnitedHealth Group were worth $9,036,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of UNH. Foster Group Inc. grew its holdings in UnitedHealth Group by 41.6% during the third quarter. Foster Group Inc. now owns 1,204 shares of the healthcare conglomerate’s stock valued at $416,000 after purchasing an additional 354 shares during the period. Goelzer Investment Management Inc. grew its stake in shares of UnitedHealth Group by 0.9% during the 3rd quarter. Goelzer Investment Management Inc. now owns 24,321 shares of the healthcare conglomerate’s stock worth $8,398,000 after acquiring an additional 212 shares during the period. Generali Investments CEE investicni spolecnost a.s. raised its stake in UnitedHealth Group by 1.9% in the 3rd quarter. Generali Investments CEE investicni spolecnost a.s. now owns 13,098 shares of the healthcare conglomerate’s stock valued at $4,523,000 after acquiring an additional 238 shares during the period. First Bank & Trust boosted its position in UnitedHealth Group by 39.8% during the third quarter. First Bank & Trust now owns 1,892 shares of the healthcare conglomerate’s stock worth $653,000 after purchasing an additional 539 shares during the period. Finally, Spinnaker Investment Group LLC raised its position in shares of UnitedHealth Group by 217.0% in the third quarter. Spinnaker Investment Group LLC now owns 2,232 shares of the healthcare conglomerate’s stock valued at $771,000 after purchasing an additional 1,528 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, October 7th. TD Cowen boosted their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Leerink Partners set a $410.00 target price on UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Truist Financial increased their price target on shares of UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a report on Tuesday, September 9th. Finally, The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. Seventeen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Hold” and a consensus price target of $385.54.

UnitedHealth Group Trading Down 0.2%

Shares of UNH opened at $327.41 on Monday. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a market capitalization of $296.58 billion, a P/E ratio of 17.09, a P/E/G ratio of 2.13 and a beta of 0.43. The firm’s 50 day simple moving average is $336.81 and its 200 day simple moving average is $318.32.

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

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a dividend of $2.21 per share. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.7%. UnitedHealth Group’s dividend payout ratio is 46.14%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth published external reviews and made previously internal audit findings public as part of a transparency push — a governance move that could restore stakeholder trust over time and reduce regulatory risk. UnitedHealth Published External Reviews as Part of Transparency Push
• Positive Sentiment: Management released 23 action plans from an independent audit and committed to complete implementation by end of March, showing a clear remediation timeline that investors can monitor. This reduces execution uncertainty if plans are delivered. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Positive Sentiment: Analysts and outlets are pitching UNH as an attractive dividend/long-term buy for 2026 given scale and cash flow, which could draw income-focused buyers despite near-term volatility. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?
• Neutral Sentiment: Reuters reports the company will standardize and automate processes in its health services and pharmacy units — likely to improve efficiency long term but may cause near-term implementation costs. UnitedHealth pledges operational changes after external audits
• Neutral Sentiment: Coverage is reframing UNH’s trajectory as “back to basics” for 2026 and re-evaluating valuation after a steep multi-quarter decline — helpful context but not immediate catalysts. How UnitedHealth will be getting ‘back to basics’ in 2026
• Neutral Sentiment: Analyst writeups and comparison pieces (e.g., UNH vs. Eli Lilly) are prompting renewed investor debate on whether UNH’s pullback creates a buying opportunity or signals deeper secular concerns. Better Buy in 2026: UnitedHealth Group or Eli Lilly?
• Neutral Sentiment: Recent Chinese-language market updates and stock-commentary pieces summarize analyst views and outlooks ahead of year-end — useful for sentiment tracking but not new catalysts. UnitedHealth Group (UNH) Stock Update: Insights and Analyst Predictions Ahead of December 18, 2025 UNH Stock’s Transition From Stability To Growth
• Negative Sentiment: Patient backlash and the breadth of issues revealed by audits have hurt sentiment and could invite closer regulatory scrutiny or legal risk, pressuring the stock near term. UnitedHealth Group commits to improvements after independent audit, patient backlash
• Negative Sentiment: UNH has endured a steep 2025 drawdown (~35% YTD), prompting valuation re‑ratings and increased volatility — a macro reason some investors are selling rather than buying the remediation story. Is UnitedHealth the Single Best Dividend Stock to Buy for 2026?

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.