Callahan Advisors LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH

Callahan Advisors LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,672 shares of the healthcare conglomerate’s stock after purchasing an additional 1,459 shares during the period. UnitedHealth Group accounts for approximately 1.5% of Callahan Advisors LLC’s portfolio, making the stock its 21st largest position. Callahan Advisors LLC’s holdings in UnitedHealth Group were worth $17,152,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. Instrumental Wealth LLC purchased a new position in shares of UnitedHealth Group during the third quarter valued at approximately $406,000. Copia Wealth Management increased its position in UnitedHealth Group by 189.2% during the 3rd quarter. Copia Wealth Management now owns 240 shares of the healthcare conglomerate’s stock valued at $83,000 after purchasing an additional 157 shares during the period. Avantax Planning Partners Inc. lifted its position in shares of UnitedHealth Group by 34.0% in the 3rd quarter. Avantax Planning Partners Inc. now owns 5,801 shares of the healthcare conglomerate’s stock worth $2,003,000 after purchasing an additional 1,472 shares during the period. Sage Rhino Capital LLC increased its position in shares of UnitedHealth Group by 8.0% during the third quarter. Sage Rhino Capital LLC now owns 1,030 shares of the healthcare conglomerate’s stock valued at $356,000 after buying an additional 76 shares during the period. Finally, Sovran Advisors LLC lifted its holdings in UnitedHealth Group by 2.8% in the third quarter. Sovran Advisors LLC now owns 2,029 shares of the healthcare conglomerate’s stock worth $700,000 after buying an additional 55 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on UNH shares. UBS Group increased their target price on UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Piper Sandler dropped their target price on shares of UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a report on Tuesday, October 28th. Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Barclays upped their price objective on shares of UnitedHealth Group from $386.00 to $391.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Finally, Bank of America boosted their price target on UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $386.33.

UnitedHealth Group Price Performance

Shares of UNH opened at $356.46 on Monday. The firm has a 50 day moving average of $332.07 and a 200 day moving average of $323.59. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a market capitalization of $322.89 billion, a P/E ratio of 18.60, a price-to-earnings-growth ratio of 2.15 and a beta of 0.42.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share 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 firm 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 business earned $7.15 earnings per share. The company’s revenue was up 12.2% on a year-over-year basis. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s payout ratio is presently 46.14%.

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.