Representative Kevin Hern (Republican-Oklahoma) recently sold shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on October 13th, the Representative disclosed that they had sold between $15,001 and $50,000 in UnitedHealth Group stock on September 23rd. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.
Representative Kevin Hern also recently made the following trade(s):
- Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 10/2/2026.
- Sold $15,001 – $50,000 in shares of Lockheed Martin (NYSE:LMT) on 9/23/2026.
- Sold $50,001 – $100,000 in shares of Devon Energy (NYSE:DVN) on 9/23/2026.
- Sold $15,001 – $50,000 in shares of Devon Energy (NYSE:DVN) on 9/23/2026.
- Sold $15,001 – $50,000 in shares of Starbucks (NASDAQ:SBUX) on 9/23/2026.
- Sold $50,001 – $100,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/23/2026.
- Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/23/2026.
- Sold $15,001 – $50,000 in shares of Chevron (NYSE:CVX) on 9/23/2026.
- Sold $1,001 – $15,000 in shares of Chubb (NYSE:CB) on 9/23/2026.
- Sold $15,001 – $50,000 in shares of Lockheed Martin (NYSE:LMT) on 9/17/2026.
UnitedHealth Group Stock Performance
NYSE UNH opened at $396.02 on Thursday. The business’s 50-day moving average price is $387.10 and its 200 day moving average price is $383.47. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a market capitalization of $355.46 billion, a PE ratio of 22.62, a price-to-earnings-growth ratio of 1.41 and a beta of 0.60.
UnitedHealth Group Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 59.72%.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus consensus near $4.14 and revenue of $112.7 billion versus estimates of $111.3 billion. Operating earnings rose to $6.6 billion, supported by improved cost management and profitability. UnitedHealth Group tops estimates, hikes profit outlook
- Positive Sentiment: Higher 2026 guidance: Management now expects adjusted earnings of at least $20.50 per share, above its prior $19.50–$20.00 range and analyst expectations around $19.85–$19.86. UnitedHealth Group stock jumps on profit outlook raise
- Positive Sentiment: Margin recovery is gaining credibility: The medical care ratio improved to 88.4%, while pricing discipline, benefit changes, care-delivery initiatives and AI tools helped reduce administrative friction. Management described 2026 as a potential bottom for Medicaid margins and outlined 13%–16% long-term earnings growth, with stronger growth targeted for 2027. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
- Positive Sentiment: Analyst support: Piper Sandler raised its target to $504 and maintained an overweight rating. Mizuho also named UNH a top healthcare pick, while other bullish views point to Optum’s earnings contribution and potential recovery in underappreciated business lines. UnitedHealth Stock Moves Higher
- Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target to $440 while retaining overweight, and Baird lowered its target to $427 with a neutral rating. This suggests investors see meaningful upside but remain cautious about the pace and durability of the recovery. UnitedHealth Stock Forecast
- Negative Sentiment: Underlying pressures persist: Quarterly revenue was slightly below the prior year, while commercial medical costs and Medicaid profitability continue to pressure margins. Lower membership, the Medicare-related business reset and concerns that the earnings improvement may not yet be fully sustainable explain why the shares did not hold all of their initial gains. UnitedHealth Group Drops as Medicare Exit Clouds Q3 Beat
Insider Buying and Selling at UnitedHealth Group
In other news, CEO Patrick Conway sold 1,169 shares of the business’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 transaction, the chief executive officer directly owned 15,328 shares in the company, 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 filing with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.
Wall Street Analysts Forecast Growth
UNH has been the subject of a number of recent analyst reports. Leerink Partners boosted their target price on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a report on Friday, July 17th. DA Davidson set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Morgan Stanley boosted their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. UBS Group restated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $461.83.
Read Our Latest Stock Report on UNH
Institutional Trading of UnitedHealth Group
A number of institutional investors and hedge funds have recently bought and sold shares of the business. General Partner Inc. acquired a new position in UnitedHealth Group in the third quarter worth $512,000. PBCay One RSC Ltd bought a new position in UnitedHealth Group during the 1st quarter worth $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in UnitedHealth Group in the second quarter worth $6,180,000. Kinsale Capital Group Inc. grew its position in UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after purchasing an additional 4,557 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its stake in shares of UnitedHealth Group by 1,287.2% in the first 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 purchasing an additional 55,695 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.
About Representative Hern
Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.
Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.
Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.
UnitedHealth Group Company Profile
UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.
UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.
Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.
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