News about UNH

SteelPeak Wealth LLC raised its UnitedHealth Group stake by 41.9% in the third quarter, buying 13,533 shares to reach 45,834 shares worth $16,825,000, according to a 13F filing with the SEC. Institutional investors and hedge funds hold 87.86% of the stock. UnitedHealth reported third-quarter adjusted EPS of $4.69 versus a $4.14 consensus and raised its 2026 adjusted EPS outlook to at least $20.50. Analysts are divided: JPMorgan raised its target to $524 and Goldman Sachs reportedly raised its target to $506, while TD Cowen kept a “hold” rating with a $402 target. The article also flags falling membership and high medical costs as concerns, and notes that CEO Patrick Conway sold 1,169 shares at $390.00 on August 21.