UnitedHealth Group (NYSE:UNH) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in UnitedHealth Group stock on February 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

UnitedHealth Group Price Performance

NYSE:UNH traded down $7.96 during trading hours on Thursday, hitting $277.29. 10,494,059 shares of the stock were exchanged, compared to its average volume of 9,919,023. The company has a market cap of $251.69 billion, a P/E ratio of 21.02, a P/E/G ratio of 1.30 and a beta of 0.41. The firm’s fifty day moving average price is $305.51 and its 200 day moving average price is $325.43. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm’s revenue was up 12.3% compared to the same quarter last year. During the same period in the prior year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.2%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s payout ratio is 67.02%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. UBS Group lowered their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Leerink Partners lowered their target price on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Royal Bank Of Canada lowered their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. cut their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group News Summary

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a Feb. 25 purchase of $50k–$100k in UnitedHealth shares — a retail-sized but high-profile trade tied to a new Trump administration nomination that can be read as a confidence signal to some investors. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Neutral Sentiment: UnitedHealth presented at Barclays’ 28th Annual Global Healthcare Conference — investor Q&A and management commentary from the transcript can influence near-term expectations but did not include any immediate, market-moving surprises in the reporting. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: New analyst coverage and stock-forecast pages were published (summaries/forecasts), providing updated target ranges and sentiment that can nudge trading but show no consensus shock. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Neutral Sentiment: Market-note pieces reported UNH outperformed on a recent session (small intraday gain), reflecting sector rotation and stock-specific flows rather than fundamental changes. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Industry coverage highlights HMO players (including UnitedHealth) facing revenue opportunities from tech and M&A but headwinds from rising medical costs and staffing shortages — a mixed backdrop for margins and future growth. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
• Negative Sentiment: Valuation and recent share weakness are being highlighted in analysis pieces that note UNH’s sizable YTD and multi-quarter price declines, raising questions about near-term multiple compression and investor appetite. A Look At UnitedHealth Group’s Valuation After Recent Share Price Weakness
• Negative Sentiment: Some outlets flagged Senator Mullin’s purchase as “suspicious,” which could attract regulatory or reputational scrutiny and add short-term volatility despite the underlying buy. U.S. senator Markwayne Mullin just made a super suspicious stock trade

Institutional Investors Weigh In On UnitedHealth Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in UNH. North Capital Inc. increased its position in shares of UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the last quarter. Sunflower Bank N.A. boosted its stake in UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after buying an additional 28 shares during the period. Axis Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after acquiring an additional 28 shares during the period. Abound Wealth Management boosted its position in shares of UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares during the period. Finally, Founders Capital Management LLC raised its position in UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About UnitedHealth Group

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.