UnitedHealth Group Incorporated $UNH Shares Sold by Anchor Investment Management LLC

Anchor Investment Management LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.6% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 28,060 shares of the healthcare conglomerate’s stock after selling 1,351 shares during the quarter. UnitedHealth Group makes up about 0.8% of Anchor Investment Management LLC’s holdings, making the stock its 28th largest position. Anchor Investment Management LLC’s holdings in UnitedHealth Group were worth $11,663,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of UNH. Norges Bank purchased a new stake in UnitedHealth Group during the 4th quarter valued at approximately $4,376,167,000. Corient Private Wealth LP purchased a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $245,516,000. Legal & General Group Plc purchased a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $2,444,928,000. Jupiter Topco LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth $2,019,844,000. Finally, BlackRock Inc. increased its holdings in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after buying an additional 3,395,530 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 2.0%

Shares of NYSE UNH traded down $7.59 on Tuesday, hitting $375.95. The company had a trading volume of 4,389,716 shares, compared to its average volume of 7,588,968. The firm has a market capitalization of $337.45 billion, a P/E ratio of 24.19, a PEG ratio of 1.43 and a beta of 0.61. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The business has a 50 day moving average of $407.88 and a two-hundred day moving average of $369.08. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The business 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 business’s revenue for the quarter was up .4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Analyst Ratings Changes

UNH has been the topic of several research reports. Oppenheimer upped their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research report on Thursday, July 16th. Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Wells Fargo & Company increased their target price on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Finally, BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $456.56.

Insider Activity 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 value of $455,910.00. Following the completion of the sale, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s second-quarter performance and outlook remain key supports for the stock. The company beat revenue and earnings estimates, maintained an 86.7% medical loss ratio, and raised its fiscal 2026 earnings guidance to $19.50–$20.00 per share. Analysts have reportedly made 24 upward consensus revisions with no downgrades, while the company’s valuation and free-cash-flow yield are viewed as attractive. UnitedHealth: Lagging, But An Upbeat 2026 Outlook Helps Clear The Path
• Positive Sentiment: Investment coverage highlights UnitedHealth’s use of artificial intelligence in insurance and healthcare operations, potentially improving efficiency, care management, and long-term growth. However, this is an investment thesis rather than a new company announcement. How UnitedHealth Leads the AI Revolution in the Insurance Industry
• Neutral Sentiment: UnitedHealth will report third-quarter 2026 results before the market opens on October 13. The announcement gives investors a clear near-term catalyst, with attention likely focused on Medicare Advantage trends, medical costs, and whether the full-year outlook changes. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: The ex-dividend date for UnitedHealth’s $2.32-per-share cash dividend was September 14, with payment scheduled for September 22. The dividend supports income-oriented investors, although the ex-dividend date can create temporary mechanical pressure on the shares. UnitedHealth Group Dividend Analysis
• Negative Sentiment: Optum Health’s underperforming Florida WellMed clinics remain a concern amid rising costs and restrictive Medicare Advantage payments. UnitedHealth sold TPG an interest in the operations to add local operating expertise, but the transaction underscores the need for a broader reset and leaves investors focused on execution risks. UnitedHealth CFO Delivers Blunt Verdict on the Company’s Big Reset
• Negative Sentiment: UBS expects UnitedHealth’s earnings-growth outlook to remain largely unchanged, reflecting continued investor uncertainty around Medicare-related trends and upcoming results. That caution may be offsetting the company’s raised guidance and valuation appeal. UnitedHealth Earnings Growth Outlook Unlikely to Change, UBS Says

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.