Chicago Partners Investment Group LLC Buys 4,398 Shares of UnitedHealth Group Incorporated $UNH

Chicago Partners Investment Group LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 95.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,004 shares of the healthcare conglomerate’s stock after purchasing an additional 4,398 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in UnitedHealth Group were worth $3,312,000 as of its most recent SEC filing.

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

UnitedHealth Group Price Performance

Shares of UNH opened at $347.70 on Thursday. The business has a 50-day moving average of $330.93 and a 200-day moving average of $322.74. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a market capitalization of $314.96 billion, a price-to-earnings 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 earnings per share for the quarter, beating 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 the consensus estimate of $113.19 billion. During the same quarter in the prior year, the firm posted $7.15 EPS. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 46.14%.

Key Headlines Impacting UnitedHealth Group

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

A number of equities analysts recently issued reports on the stock. Jefferies Financial Group upped their price objective on shares of UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $433.00 to $440.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 8th. Bank of America lifted their price target on UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Finally, Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 24th. 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 given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $385.75.

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.