Banque de Luxembourg S.A. Acquires 8,504 Shares of UnitedHealth Group Incorporated $UNH

Banque de Luxembourg S.A. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 55.6% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 23,810 shares of the healthcare conglomerate’s stock after acquiring an additional 8,504 shares during the quarter. UnitedHealth Group comprises 4.3% of Banque de Luxembourg S.A.’s investment portfolio, making the stock its 9th biggest holding. Banque de Luxembourg S.A.’s holdings in UnitedHealth Group were worth $8,222,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $25,000. Bayforest Capital Ltd boosted its stake in UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 48 shares in the last quarter. Sagard Holdings Management Inc. acquired a new stake in shares of UnitedHealth Group during the second quarter worth about $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $31,000. Finally, Riggs Asset Managment Co. Inc. grew its stake in UnitedHealth Group by 69.4% during 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. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH opened at $331.76 on Friday. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a 50-day simple moving average of $333.71 and a 200-day simple moving average of $319.10. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a market capitalization of $300.52 billion, a PE ratio of 17.32, a P/E/G ratio of 2.16 and a beta of 0.43.

UnitedHealth Group (NYSE:UNH) last announced 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 business 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 company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $7.15 EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were given a $2.21 dividend. 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 payout ratio is currently 46.14%.

Key UnitedHealth Group News

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

• Positive Sentiment: AI-driven cost initiatives — UnitedHealth is pushing AI to cut administrative waste, speed claims/approvals and protect margins, which investors see as a clear efficiency and profit-margin catalyst if execution succeeds. AI Takes Center Stage at UNH: Will It Fix Administrative Waste?
• Positive Sentiment: Sector rotation into healthcare — analysts/narratives note money moving into healthcare as interest-rate dynamics shift, benefiting large, cash-generative insurers like UnitedHealth. This broader flow helps demand for UNH shares. Sector Rotation: 2 Smart Money Moves for 2026 (UNH)
• Positive Sentiment: Minor institutional buying — Carnegie Investment Counsel modestly increased its UNH stake in Q3, a small endorsement from a professional manager that can marginally support sentiment. UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
• Neutral Sentiment: Short-term technical rebound — recent session coverage notes UNH outperformed the market and broke a multi-session losing streak, which can attract momentum traders but is not necessarily a fundamental shift. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst commentary after rebound — media/analyst pieces are weighing what comes next for UNH; these add context and volatility but so far offer mixed near-term directional signals. What’s next for UnitedHealth stock (UNH) after the recent rebound? Analysts weigh in

Analyst Ratings Changes

UNH has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price on the stock. in a research report on Wednesday, October 29th. Truist Financial raised their price objective on shares of UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Tuesday, September 9th. Leerink Partners set a $410.00 target price on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Sanford C. Bernstein lifted their target price on UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Seventeen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $385.54.

UnitedHealth Group Company 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.