First Horizon Corp bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 4,196 shares of the healthcare conglomerate’s stock, valued at approximately $1,449,000.
Other hedge funds have also recently made changes to their positions in the company. North Capital Inc. lifted its stake in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares during the period. Sunflower Bank N.A. lifted its position in shares of UnitedHealth Group by 1.5% during the 3rd 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 during the period. Axis Wealth Partners LLC grew its holdings in UnitedHealth Group by 1.7% in the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management boosted its position in shares of UnitedHealth Group by 13.5% during the 3rd 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. Finally, Western Pacific Wealth Management LP increased its position in UnitedHealth Group by 12.0% in the 2nd quarter. Western Pacific Wealth Management LP now owns 336 shares of the healthcare conglomerate’s stock valued at $105,000 after buying an additional 36 shares in the last quarter. 87.86% of the stock is owned by institutional investors.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Brokerages maintain a constructive stance — analysts on average rate UNH a “Moderate Buy,” which supports baseline investor confidence in the business despite headline risk. UnitedHealth Group Incorporated (NYSE:UNH) Given Average Rating of “Moderate Buy” by Brokerages
- Positive Sentiment: Company-funded independent studies (Milliman) claim Medicare Advantage delivers cost savings for the federal government and lower out-of-pocket costs for beneficiaries — a message UnitedHealth is using to defend its MA business model. New Independent Studies: Medicare Advantage Delivers Greater Value to the Federal Government and Beneficiaries than Traditional Medicare
- Positive Sentiment: Market participants and commentators continue to include UNH among healthcare names to watch, reflecting confidence in its scale and membership/margin drivers over the medium term. Final Trades: Capital One, UnitedHealth, Regeneron and Alibaba
- Neutral Sentiment: Sector commentary (healthcare ETFs, MarketBeat) highlights a broader healthcare rebound — a positive backdrop for UNH but not a direct counter to regulatory headlines. This ETF Is Proof That the Healthcare Rebound Is Real (UNH)
- Neutral Sentiment: Post-Q3 coverage and analyst pieces review UNH’s earnings beat and growth profile; fundamentals remain strong but may be overshadowed by policy risk. UnitedHealth (UNH): Buy, sell, or hold post Q3 earnings?
- Negative Sentiment: Senate report and press coverage allege UnitedHealth used aggressive tactics to gather diagnoses that boost Medicare Advantage payments — the primary driver of today’s negative sentiment as it raises risks of fines, repayment, or tighter oversight. Senate report says UnitedHealth used aggressive tactics to boost medicare payments, WSJ reports
- Negative Sentiment: Separate scrutiny over nursing-home practices adds another regulatory/legal angle investors must monitor, increasing uncertainty around reputational and compliance costs. UnitedHealth faces renewed scrutiny into its nursing home practices. What does that mean for UNH stock?
Analyst Upgrades and Downgrades
View Our Latest Analysis on UnitedHealth Group
UnitedHealth Group Price Performance
NYSE:UNH opened at $340.64 on Tuesday. The stock has a fifty day moving average of $329.65 and a 200 day moving average of $321.60. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The firm has a market capitalization of $308.57 billion, a price-to-earnings ratio of 17.78, a P/E/G ratio of 2.08 and a beta of 0.42. 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 – Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping 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 company had revenue of $113.16 billion during the quarter, compared to analyst estimates of $113.19 billion. During the same quarter in the previous year, the firm earned $7.15 earnings per share. UnitedHealth Group’s revenue was up 12.2% on a year-over-year basis. On average, research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The business also recently announced 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 yield of 2.6%. UnitedHealth Group’s payout ratio is 46.14%.
UnitedHealth Group 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.
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