Insider Selling: UnitedHealth Group (NYSE:UNH) CEO Sells 1,169 Shares

UnitedHealth Group Incorporated (NYSE:UNH) CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was 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. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

Patrick Hugh Conway also recently made the following trade(s):

• On Wednesday, August 5th, Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock. The stock was sold at an average price of $410.00, for a total value of $205,000.00.

UnitedHealth Group Price Performance

Shares of UNH stock traded down $1.98 during mid-day trading on Tuesday, hitting $396.78. 2,652,529 shares of the stock traded hands, compared to its average volume of 7,819,197. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a market cap of $356.15 billion, a price-to-earnings ratio of 25.53, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. The company’s 50-day simple moving average is $413.74 and its 200-day simple moving average is $357.26. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the business posted $4.08 earnings per share. The company’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on UNH shares. Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. HSBC increased their price target on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Oppenheimer upped their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Mizuho lifted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Finally, Royal Bank Of Canada raised their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth is being viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: The company’s second-quarter results exceeded expectations, supporting its fiscal 2026 EPS guidance of $19.50 to $20.00. The earnings beat and guidance update provide fundamental support for the stock. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium flows, an aging U.S. population, digitization, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies highlighted as positioned to benefit. 5 HMO Stocks to Watch Amid Steady Premium Flow, Increased Digitization
• Neutral Sentiment: Analysts maintain a consensus “Moderate Buy” rating, indicating generally positive expectations but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: The key risk is continued medical-cost inflation in UnitedHealth’s commercial insurance business. Medicare profitability is improving, but analysts caution that this may not represent a broader reversal in cost trends, while the commercial margin recovery has been delayed. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book

Institutional Trading of UnitedHealth Group

A number of hedge funds have recently made changes to their positions in UNH. PBCay One RSC Ltd bought a new stake in UnitedHealth Group in the 1st quarter valued at approximately $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $6,180,000. Vaughan David Investments LLC IL boosted its holdings in UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after purchasing an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its stake in UnitedHealth Group by 1,287.2% in 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 during the last quarter. Finally, Kinsale Capital Group Inc. lifted its position in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after buying an additional 4,557 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Company 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.