UnitedHealth Group Incorporated $UNH Stock Position Lessened by GS Investments Inc.

GS Investments Inc. reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 19.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,338 shares of the healthcare conglomerate’s stock after selling 1,482 shares during the quarter. GS Investments Inc.’s holdings in UnitedHealth Group were worth $1,715,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at $340,000. Flow Traders U.S. LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth $356,000. Finally, Jump Financial LLC bought a new position in UnitedHealth Group during the second quarter valued at about $377,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Up 0.7%

UNH stock opened at $426.39 on Friday. The company’s 50 day simple moving average is $404.81 and its 200-day simple moving average is $342.28. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The firm has a market capitalization of $387.23 billion, a P/E ratio of 27.44, a P/E/G ratio of 1.58 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.75 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on UNH shares. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. KeyCorp raised their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday. JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a research report on Monday, June 8th. Finally, Mizuho lifted their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $447.29.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

UnitedHealth Group Profile

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.