CapWealth Advisors LLC Boosts Holdings in UnitedHealth Group Incorporated $UNH

CapWealth Advisors LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 5,415.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 45,615 shares of the healthcare conglomerate’s stock after buying an additional 44,788 shares during the quarter. CapWealth Advisors LLC’s holdings in UnitedHealth Group were worth $15,751,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the stock. LFA Lugano Financial Advisors SA purchased a new position in shares of UnitedHealth Group during the 2nd quarter valued at approximately $25,000. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group in the second quarter worth about $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. Grey Fox Wealth Advisors LLC acquired a new position in UnitedHealth Group in the 3rd quarter worth about $33,000. Finally, Riggs Asset Managment Co. Inc. grew its holdings in UnitedHealth Group by 69.4% in the second quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock valued at $33,000 after purchasing an additional 43 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on UNH. Barclays increased their target price on UnitedHealth Group from $386.00 to $391.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Bank of America lifted their target price 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. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. Mizuho boosted their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday, October 9th. Finally, Jefferies Financial Group lifted their price target on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $385.75.

UnitedHealth Group Trading Up 2.7%

NYSE UNH opened at $347.70 on Thursday. 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 P/E ratio of 18.15, a PEG ratio of 2.04 and a beta of 0.42. The firm’s 50-day moving average is $330.93 and its two-hundred day moving average is $322.74. 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 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. The firm 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%. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the business posted $7.15 EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced 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 yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Key UnitedHealth Group News

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

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.