UnitedHealth Group Incorporated $UNH Stock Holdings Increased by Physician Wealth Advisors Inc.

21 Oct 2026, 10:08 by Danessa Lincoln · The Markets Daily

Physician Wealth Advisors Inc. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 200.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,020 shares of the healthcare conglomerate’s stock after buying an additional 1,347 shares during the quarter. Physician Wealth Advisors Inc.’s holdings in UnitedHealth Group were worth $742,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. General Partner Inc. bought a new position in shares of UnitedHealth Group in the third quarter worth approximately $512,000. PBCay One RSC Ltd purchased a new stake in shares of UnitedHealth Group in the first quarter worth $14,343,000. Lee Johnson Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $6,180,000. Kinsale Capital Group Inc. lifted its stake in shares of UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after buying an additional 4,557 shares in the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its stake in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after buying an additional 55,695 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key UnitedHealth Group News

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

Positive Sentiment: A Seeking Alpha analyst initiated coverage with a Strong Buy rating and a $533 price target, citing margin recovery, improved Optum Health contracts and AI-related efficiencies as potential drivers of double-digit EPS growth through 2028. The analyst also viewed UNH’s valuation as discounted relative to the healthcare sector. UnitedHealth: Optum’s Recovery Supports My Strong Buy Rating
Positive Sentiment: UnitedHealth was selected as a CNBC “Final Trades” stock after its better-than-expected quarterly results, adding to favorable short-term investor sentiment. Twilio, Transocean and a Health Care Stock on CNBC’s Final Trades
Positive Sentiment: Analysts and investors are reassessing UNH after the earnings beat and raised outlook, while commentary suggests the stock’s recent momentum reflects renewed confidence in medical-cost trends and operational execution. UnitedHealth Group Has The Market Asking A Bigger Question
Neutral Sentiment: UnitedHealth’s results have renewed interest in healthcare ETFs with UNH exposure, although diversification may reduce the impact of company-specific gains and limit direct upside. Healthcare ETFs to Buy as UnitedHealth Beats on Q3 Earnings
Negative Sentiment: A competing analyst downgraded UNH from Strong Buy to Buy, arguing that the shares may already reflect much of the recovery at roughly 20 times forward earnings. Valuation, medical-cost pressure and execution risks remain concerns. UnitedHealth: My Thesis Has Played Out, I Wouldn’t Chase Here
Negative Sentiment: Reports of rising healthcare costs, reduced services and higher prescription-drug prices for older Americans could increase political scrutiny and pressure insurers’ affordability and retention metrics. Older Americans Brace for Higher Healthcare Costs Ahead of Midterms
Negative Sentiment: Declining individual-market enrollment and reports that millions of seniors may lose Medicare Advantage plans highlight regulatory, membership and pricing risks for the broader insurance industry, including UNH. 3.2 Million Seniors Will Lose Their Medicare Advantage Plans in 2027

Insider Buying and Selling

In other news, CEO Patrick Conway sold 1,169 shares of the business’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 sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

UNH has been the subject of several research analyst reports. TD Cowen reiterated a “hold” rating and set a $402.00 target price on shares of UnitedHealth Group in a research report on Thursday, October 15th. UBS Group reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, October 13th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Morgan Stanley upped their price target on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Finally, Evercore increased their price objective on shares of UnitedHealth Group from $400.00 to $480.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $463.57.

View Our Latest Analysis on UnitedHealth Group

UnitedHealth Group Trading Up 3.2%

Shares of NYSE UNH opened at $419.70 on Wednesday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The business’s 50 day moving average is $387.40 and its two-hundred day moving average is $387.49. The stock has a market capitalization of $376.72 billion, a P/E ratio of 23.97, a PEG ratio of 1.47 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. During the same period in the previous year, the firm earned $2.59 earnings per share. UnitedHealth Group’s quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 20.64 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s payout ratio is presently 53.00%.

UnitedHealth Group Company Profile

(Free Report)

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.