UnitedHealth Group Incorporated $UNH Shares Newly Bought by Weaver Capital Management LLC

16 Oct 2026, 10:27 by Michael Walen · The Markets Daily

Weaver Capital Management LLC purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the third quarter, Holdings Channel reports. The firm purchased 3,375 shares of the healthcare conglomerate’s stock, valued at approximately $1,239,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Nvwm LLC raised its stake in shares of UnitedHealth Group by 89.2% during the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 33 shares during the period. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Wellington Altus USA Inc. increased its holdings in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after acquiring an additional 33 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group during the fourth quarter worth $29,000. Finally, Security National Bank of SO Dak acquired a new position in UnitedHealth Group during the second quarter worth $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

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

UnitedHealth Group Trading Up 3.0%

Shares of UNH stock opened at $407.45 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The stock’s fifty day moving average is $387.17 and its two-hundred day moving average is $384.52. The firm has a market capitalization of $365.72 billion, a P/E ratio of 23.27, a PEG ratio of 1.43 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 20.66 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on UNH. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday. Jefferies Financial Group raised their price target on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Morgan Stanley lifted their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Finally, UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $461.48.

Get Our Latest Research Report on UnitedHealth Group

UnitedHealth Group News Summary

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

Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus the $4.14 consensus estimate and revenue of $112.7 billion versus $111.31 billion expected. Revenue was roughly flat year over year, but profitability improved significantly. UnitedHealth Stock Moves Higher: What’s Going On?
Positive Sentiment: Higher earnings outlook: Management raised its 2026 adjusted earnings forecast to at least $20.50 per share, above its previous $19.50–$20.00 range. The guidance increase was the primary catalyst for the stock’s upward move. UnitedHealth Group gains after Q3 beat and higher 2026 outlook
Positive Sentiment: Margin recovery signals: The medical care ratio improved to 88.4%, while Optum generated $3.7 billion in earnings. Analysts also cited pricing discipline, benefit changes, care-delivery improvements and AI initiatives as potential supports for stronger 2027 growth. UNH Q3 Deep Dive: Margin Recovery and AI Initiatives Shape 2027 Outlook
Positive Sentiment: Constructive analyst views: Goldman Sachs reportedly raised its price target to $506, while Piper Sandler maintained an overweight rating and lifted its target to $504. Mizuho also continues to view UNH as a top healthcare pick. Goldman Sachs raises UNH target price to $506
Neutral Sentiment: Defensive appeal: UnitedHealth is being highlighted as a low-beta healthcare stock that could benefit from investor demand for defensive companies if inflation and energy costs remain elevated. 3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge
Negative Sentiment: Growth risks remain: Analysts flagged shrinking membership, pressure from commercial medical costs and Medicaid, and uncertainty surrounding Medicare participation. TD Cowen reaffirmed a hold rating with a $402 target, while other firms reduced targets despite maintaining generally positive ratings. UnitedHealth Beats on Earnings, But Investors Question Growth Path

About UnitedHealth Group

(Free Report)

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.