UnitedHealth Group Incorporated $UNH Stock: Mesirow Financial Investment Management Inc. Increases Holdings

11 Nov 2026, 11:17 by Tristan Rich · The Markets Daily

Mesirow Financial Investment Management Inc. raised its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 76,029 shares of the healthcare conglomerate’s stock after purchasing an additional 3,525 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in UnitedHealth Group were worth $27,910,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of UNH. BlackRock Inc. grew its stake in shares of UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after buying an additional 3,395,530 shares in the last quarter. State Street Corp lifted its position in UnitedHealth Group by 0.7% during the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after acquiring an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after acquiring an additional 616,723 shares during the period. Wellington Management Group LLP grew its position in UnitedHealth Group by 5.8% in the second quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after acquiring an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP grew its position in UnitedHealth Group by 1,443.7% in the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock valued at $3,510,920,000 after acquiring an additional 7,900,011 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on UNH. New Street Research set a $402.00 target price on shares of UnitedHealth Group in a research report on Friday, October 9th. Royal Bank Of Canada raised their price target on shares of UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a report on Tuesday, October 20th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, October 14th. Mizuho boosted their price objective on shares of UnitedHealth Group from $493.00 to $500.00 and gave the stock an “outperform” rating in a report on Thursday, October 22nd. Finally, Sanford C. Bernstein decreased their price objective on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

View Our Latest Research Report on UnitedHealth Group

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Key Headlines Impacting UnitedHealth Group

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

Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

UnitedHealth Group Price Performance

UNH stock opened at $404.88 on Wednesday. The stock’s 50 day moving average is $390.98 and its two-hundred day moving average is $364.53. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a market capitalization of $362.78 billion, a PE ratio of 23.12, a P/E/G ratio of 1.44 and a beta of 0.51. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The company had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the prior year, the business posted $2.59 EPS. The business’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts predict that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is 53.00%.

UnitedHealth Group Profile

(Free Report)

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.