UnitedHealth Group Incorporated $UNH Shares Bought by Benchmark Financial Wealth Advisors LLC

Benchmark Financial Wealth Advisors LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 155.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,675 shares of the healthcare conglomerate’s stock after buying an additional 1,629 shares during the period. Benchmark Financial Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $924,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. North Capital Inc. lifted its holdings in shares of UnitedHealth Group by 16.2% during the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the period. Sunflower Bank N.A. boosted its holdings in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after acquiring an additional 28 shares in the last quarter. Abound Wealth Management raised its holdings in UnitedHealth Group by 13.5% during the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares in the last quarter. GK Wealth Management LLC boosted its holdings in UnitedHealth Group by 7.2% in the 1st quarter. GK Wealth Management LLC now owns 506 shares of the healthcare conglomerate’s stock valued at $265,000 after purchasing an additional 34 shares in the last quarter. Finally, Western Pacific Wealth Management LP raised its stake in shares of UnitedHealth Group by 12.0% during the 2nd quarter. Western Pacific Wealth Management LP now owns 336 shares of the healthcare conglomerate’s stock worth $105,000 after buying an additional 36 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

UNH has been the topic of a number of recent analyst reports. Sanford C. Bernstein upped their price objective on UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. The Goldman Sachs Group began coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target for the company. 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. Bank of America lifted their price target on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Finally, KeyCorp lifted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Seventeen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $385.54.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $336.34 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The stock has a market cap of $304.67 billion, a PE ratio of 17.55, a price-to-earnings-growth ratio of 2.03 and a beta of 0.42. The business’s fifty day moving average price is $330.58 and its two-hundred day moving average price is $319.79. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82.

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

UnitedHealth Group Announces Dividend

The company 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. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.6%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Social-media and market commentary point to renewed optimism around UNH’s recovery after a tough 2025, with traders flagging institutional interest and expectations for a stronger 2026 if management controls costs. UnitedHealth Group Stock (UNH) Opinions on Recent Price Surge and 2026 Outlook
• Positive Sentiment: Wall Street remains tilted bullish: multiple recent buy/outperform ratings and a median 6‑month analyst price target near $403 support upside expectations versus the current level. UnitedHealth Group Stock (UNH) Opinions on Recent Price Surge and 2026 Outlook
• Positive Sentiment: Large, recurring government contract awards (reported payouts >$14B over the last year) help underpin revenue visibility for UnitedHealth’s government-services businesses. UnitedHealth Group Stock (UNH) Opinions on Recent Price Surge and 2026 Outlook
• Positive Sentiment: UNH appears on dividend/blue‑chip lists that attract yield-seeking investors, which can support demand in sideways markets. Dogs Of The Dow: 10 High-Yield Stocks With Dividends Up To 6.8%
• Neutral Sentiment: Institutional activity is mixed: some mega managers heavily trimmed positions while others materially added shares in Q3 2025 — this creates two‑way flows that can amplify volatility. UnitedHealth Group Stock (UNH) Opinions on Recent Price Surge and 2026 Outlook
• Neutral Sentiment: Congressional and insider trading activity is active but mixed (multiple buys and sells reported); these disclosures attract attention but have limited direct evidence of directional conviction. UnitedHealth Group Stock (UNH) Opinions on Recent Price Surge and 2026 Outlook
• Negative Sentiment: Reuters‑sourced reporting and company disclosures say external audits will trigger operational changes at UnitedHealth; that process can increase short‑term costs and execution risk as the company implements recommended fixes. UnitedHealth Group (UNH) Prepares for Operational Changes Following External Audit

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.