UnitedHealth Group (NYSE:UNH) Shares Sold Off by Rep. Kevin Hern

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 Trading Up 4.8%

Shares of UNH opened at $396.02 on Thursday. 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 stock has a market cap of $355.46 billion, a PE ratio of 22.62, a PEG ratio of 1.41 and a beta of 0.60. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The stock has a 50 day simple moving average of $387.10 and a 200-day simple moving average of $383.47.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter in the previous year, the firm earned $2.59 EPS. UnitedHealth Group’s quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.00 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Hedge Funds Weigh In On UnitedHealth Group

Several large investors have recently made changes to their positions in UNH. BlackRock Inc. grew its stake in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after acquiring an additional 3,395,530 shares in the last quarter. State Street Corp boosted its holdings in UnitedHealth Group by 0.7% during the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after purchasing an additional 301,081 shares during the last quarter. Bank of America Corp DE grew its position in UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares in the last quarter. Bank of New York Mellon Corp increased its stake in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after buying an additional 616,723 shares during the last quarter. Finally, Wellington Management Group LLP lifted its position in shares of UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock worth $4,436,923,000 after buying an additional 583,536 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Evercore upped their target price on shares of UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. The Goldman Sachs Group boosted their price target on shares of UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday. Finally, JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $461.83.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth reported adjusted earnings of $4.69 per share, above the approximately $4.14 consensus estimate, while revenue of $112.7 billion also exceeded expectations. Operating earnings increased 52% to $6.6 billion, supporting confidence in the company’s turnaround. UnitedHealth Group Shares Gap Up Following Strong Earnings
• Positive Sentiment: Management raised its 2026 adjusted earnings outlook to at least $20.50 per share, above its prior $19.50-to-$20.00 range and analyst expectations. The company also indicated that 2027 growth could be stronger than current Wall Street forecasts. UnitedHealth Group Stock Jumps on Profit Outlook Raise
• Positive Sentiment: Improved medical cost management helped the medical care ratio reach 88.4%. Investors were encouraged by better profitability across UnitedHealthcare and Optum, as well as management’s expectation that Medicaid margins will begin improving after 2026. UnitedHealth Group Gains After Q3 Beat and Higher Outlook
• Positive Sentiment: Analyst sentiment remains broadly constructive. Piper Sandler raised its target to $504 and maintained an overweight rating, while Mizuho named UNH a top healthcare pick; several targets imply substantial upside from recent levels. UnitedHealth Stock Moves Higher

Insider Activity

In other news, CEO Patrick 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 value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

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.