UnitedHealth Group Incorporated $UNH Shares Sold by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 90.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,938 shares of the healthcare conglomerate’s stock after selling 18,239 shares during the period. Beacon Investment Advisory Services Inc.’s holdings in UnitedHealth Group were worth $669,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Capital Advisors Ltd. LLC raised its stake in UnitedHealth Group by 4.8% during the third quarter. Capital Advisors Ltd. LLC now owns 1,550 shares of the healthcare conglomerate’s stock worth $535,000 after purchasing an additional 71 shares during the period. HBW Advisory Services LLC grew its position in UnitedHealth Group by 7.7% in the third quarter. HBW Advisory Services LLC now owns 13,049 shares of the healthcare conglomerate’s stock valued at $4,506,000 after acquiring an additional 934 shares in the last quarter. Cohen Klingenstein LLC lifted its position in shares of UnitedHealth Group by 0.3% during the third quarter. Cohen Klingenstein LLC now owns 17,250 shares of the healthcare conglomerate’s stock worth $5,956,000 after purchasing an additional 50 shares in the last quarter. Burns Matteson Capital Management LLC acquired a new stake in UnitedHealth Group during the 3rd quarter valued at $2,768,000. Finally, SWS Partners lifted its holdings in UnitedHealth Group by 7.2% in the 3rd quarter. SWS Partners now owns 4,325 shares of the healthcare conglomerate’s stock worth $1,493,000 after buying an additional 290 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

More 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

UnitedHealth Group Stock Up 1.3%

UNH stock 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 firm’s 50-day simple moving average is $333.71 and its 200 day simple moving average is $319.10. The stock has a market cap of $300.52 billion, a PE ratio of 17.32, a price-to-earnings-growth ratio of 2.16 and a beta of 0.43. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating the consensus estimate of $2.87 by $0.05. The company had revenue of $113.16 billion for 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%. UnitedHealth Group’s revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the business earned $7.15 earnings per share. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

Several analysts have recently weighed in on UNH shares. Royal Bank Of Canada raised their target price on UnitedHealth Group from $286.00 to $408.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. KeyCorp raised their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. The Goldman Sachs Group began coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price for the company. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research note on Wednesday, October 29th. Finally, Mizuho raised their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a report on Thursday, October 9th. Seventeen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $385.54.

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.