Avidian Wealth Enterprises LLC Boosts Position in UnitedHealth Group Incorporated $UNH

Avidian Wealth Enterprises LLC raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 94.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,375 shares of the healthcare conglomerate’s stock after purchasing an additional 1,639 shares during the period. Avidian Wealth Enterprises LLC’s holdings in UnitedHealth Group were worth $1,165,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $3,837,207,000. Berkshire Hathaway Inc bought a new position in UnitedHealth Group in the second quarter worth approximately $1,572,193,000. Dodge & Cox boosted its position in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC bought a new position in shares of UnitedHealth Group in the 2nd quarter worth $528,273,000. Finally, Amundi grew its stake in UnitedHealth Group by 33.8% in the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth said it will provide rebates to its Obamacare (ACA) plan members in 2026 — a customer-friendly move that can help retention, reduce subsidy-related backlash, and ease regulatory relations. UnitedHealth to offer rebates to its Obamacare customers
• Positive Sentiment: Wall Street sentiment remains constructive — multiple recent buy/overweight ratings and a median price target near $403 support upside vs. current levels, which can attract buyers and provide a valuation anchor. UnitedHealth Group Stock (UNH) Opinions on Senate Medicare Report
• Positive Sentiment: Market commentary noted UNH outperformed the broader market in the latest session, reflecting investor preference for its scale, diversified Optum business and defensive characteristics amid volatility. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Relative valuation and analyst debate: coverage pieces question whether recent share weakness has moved UNH into value territory — useful for longer-term investors but less likely to drive immediate moves. Is UnitedHealth Group (UNH) Pricing Reflect Its Value After Prolonged Share Price Weakness
• Neutral Sentiment: Industry comparison: analysts argue UNH’s scale and Optum diversification give it an edge over peers like Molina in navigating policy-driven volatility — supportive context but not a new catalyst. UNH vs. MOH: Which Insurer Can Better Navigate Current Volatility?
• Neutral Sentiment: Miscellaneous market lists and dividend roundups mention UNH among large-cap/defensive names — visibility that supports liquidity but is unlikely to be a decisive catalyst. 2 dividend stock to buy right now
• Negative Sentiment: A recent Senate committee report alleging aggressive tactics to boost Medicare payments has reignited regulatory and ethical scrutiny; that risk — potential fines, reimbursements or tighter oversight — is a meaningful headwind for sentiment and valuation. UnitedHealth Group Stock (UNH) Opinions on Senate Medicare Report

Analyst Ratings Changes

Several equities analysts have issued reports on UNH shares. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. The Goldman Sachs Group assumed coverage on shares of UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 price objective on the stock. Barclays boosted their target price on shares of UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 target price for the company. in a research note on Wednesday, October 29th. Finally, Royal Bank Of Canada raised their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.

UnitedHealth Group Stock Up 2.7%

UnitedHealth Group stock opened at $347.70 on Thursday. The business has a 50 day simple moving average of $330.93 and a 200-day simple moving average of $322.74. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a market capitalization of $314.96 billion, a PE ratio of 18.15, a price-to-earnings-growth ratio of 2.04 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

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 net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter in the previous year, the company earned $7.15 earnings per share. The company’s quarterly revenue was up 12.2% on a year-over-year basis. On average, analysts anticipate 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. Shareholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

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.