Valley National Advisers Inc. Sells 5,875 Shares of UnitedHealth Group Incorporated $UNH

Valley National Advisers Inc. trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 81.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,361 shares of the healthcare conglomerate’s stock after selling 5,875 shares during the quarter. Valley National Advisers Inc.’s holdings in UnitedHealth Group were worth $499,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the company. Nvwm LLC boosted its stake in shares of UnitedHealth Group by 89.2% during the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 33 shares during the period. Wellington Altus USA Inc. grew its holdings in UnitedHealth Group by 97.1% during the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock valued at $28,000 after purchasing an additional 33 shares during the last quarter. Security National Bank of SO Dak purchased a new stake in UnitedHealth Group in the 2nd quarter worth about $29,000. Compass Wealth Management LLC bought a new stake in UnitedHealth Group in the third quarter worth about $29,000. Finally, Aberdeen Wealth Management LLC bought a new stake in UnitedHealth Group in the second quarter worth about $31,000. Institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value 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 document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

UNH has been the topic of a number of analyst reports. Sanford C. Bernstein cut their target price on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 14th. TD Cowen reissued a “hold” rating and set a $402.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, October 14th. Jefferies Financial Group upped their price objective on UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Truist Financial increased their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $463.80.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $417.97 on Monday. The firm has a 50 day moving average of $388.47 and a 200 day moving average of $390.48. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $375.16 billion, a price-to-earnings ratio of 23.87, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. The business had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue for the quarter was down .4% on a year-over-year basis. During the same quarter last year, the firm earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.62 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced 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 annualized dividend and a yield of 2.2%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is 53.00%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Third-quarter beat and raised outlook support the shares. Adjusted EPS rose approximately 61% to $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in its cost controls and execution. UnitedHealth beat-and-raise quarter
• Positive Sentiment: Optum Health’s performance improved materially. The unit’s profit increased to $735 million, helping demonstrate operating leverage and contributing to UnitedHealth’s post-earnings recovery. Optum Health profit surge
• Positive Sentiment: Analyst expectations and valuation support remain favorable. Erste Group raised its FY2026 EPS estimate to $20.55 from $19.86 and its FY2027 estimate to $23.29 from $22.51. Mizuho also lifted its price target to $500 from $493 and maintained an “outperform” rating, implying additional upside from the referenced price. Mizuho raises UnitedHealth price target
• Neutral Sentiment: Investor attention and value-based coverage may increase trading interest. Zacks highlighted heightened investor attention and characterized UNH as a value stock, but these are sentiment and screening signals rather than new fundamental developments. Zacks value-stock analysis
• Negative Sentiment: Higher 2027 Medicare costs could pressure affordability and margins. The planned increase in costs for seniors may create political and utilization concerns, potentially offsetting some of the recent earnings momentum. Healthcare stocks also faced broader sector pressure in recent trading. UnitedHealth 2027 Medicare costs

About UnitedHealth Group

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.