Allstate Corp Acquires 31,329 Shares of UnitedHealth Group Incorporated $UNH

Allstate Corp lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1,783.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 33,086 shares of the healthcare conglomerate’s stock after acquiring an additional 31,329 shares during the quarter. Allstate Corp’s holdings in UnitedHealth Group were worth $11,425,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. North Capital Inc. raised its position in UnitedHealth Group by 16.2% in the 3rd 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. grew its holdings in shares of UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after buying an additional 28 shares during the last quarter. Axis Wealth Partners LLC boosted 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 valued at $563,000 after purchasing an additional 28 shares during the last quarter. Abound Wealth Management boosted its stake 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 acquiring an additional 29 shares in the last quarter. Finally, Seamount Financial Group Inc. raised its stake in UnitedHealth Group by 4.7% in the 2nd quarter. Seamount Financial Group Inc. now owns 818 shares of the healthcare conglomerate’s stock valued at $255,000 after purchasing an additional 37 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

UNH opened at $331.25 on Monday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The company has a fifty day simple moving average of $330.33 and a 200 day simple moving average of $322.19. The firm has a market cap of $300.06 billion, a price-to-earnings ratio of 17.29, a PEG ratio of 2.00 and a beta of 0.42. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its 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 return on equity of 19.23% and a net margin of 4.04%.The company had revenue of $113.16 billion for the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter last year, the business posted $7.15 EPS. UnitedHealth Group’s quarterly revenue was up 12.2% compared to the same quarter last year. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Monday, December 8th were issued 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 yield of 2.7%. UnitedHealth Group’s payout ratio is presently 46.14%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on UNH shares. Sanford C. Bernstein boosted their price objective on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. TD Cowen lifted their price objective on shares of UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Bank of America lifted their price objective on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Finally, Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

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.