3,292 UnitedHealth Group Incorporated $UNH Shares Sold by Heritage Investors Management Corp

Heritage Investors Management Corp decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 76,710 shares of the healthcare conglomerate’s stock after selling 3,292 shares during the quarter. Heritage Investors Management Corp’s holdings in UnitedHealth Group were worth $28,159,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. City State Bank increased its position in shares of UnitedHealth Group by 5.6% during the third quarter. City State Bank now owns 471 shares of the healthcare conglomerate’s stock worth $173,000 after buying an additional 25 shares during the period. Murphy Pohlad Asset Management LLC lifted its holdings in UnitedHealth Group by 0.5% in the third quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate’s stock valued at $1,947,000 after buying an additional 25 shares during the period. LFG Wealth Partners LLC boosted its position in UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after acquiring an additional 27 shares during the last quarter. Synergy Financial Group LTD grew its holdings in UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock worth $369,000 after acquiring an additional 27 shares during the period. Finally, Ares Financial Consulting LLC grew its holdings in UnitedHealth Group by 7.2% during the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after acquiring an additional 28 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on UNH shares. Jefferies Financial Group boosted their price objective on UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Wells Fargo & Company decreased their target price on UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a research note on Tuesday, October 27th. Cantor Fitzgerald lifted their target price on UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Truist Financial boosted their price target on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Finally, TD Cowen restated a “hold” rating and set a $402.00 price target on shares of UnitedHealth Group in a report on Thursday, October 15th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $463.93.

More UnitedHealth Group News

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

Insider Buying and Selling

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 sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Trading Down 0.1%

UNH opened at $406.67 on Monday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $365.02 billion, a P/E ratio of 23.23, a price-to-earnings-growth ratio of 1.47 and a beta of 0.51. The company has a fifty day moving average price of $390.20 and a two-hundred day moving average price of $362.40.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

UnitedHealth Group Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.