1,735 UnitedHealth Group Incorporated $UNH Shares Sold by Everest Financial Group LLC

Everest Financial Group LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,947 shares of the healthcare conglomerate’s stock after selling 1,735 shares during the period. UnitedHealth Group comprises about 1.3% of Everest Financial Group LLC’s portfolio, making the stock its 22nd largest position. Everest Financial Group LLC’s holdings in UnitedHealth Group were worth $11,360,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. General Partner Inc. bought a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $512,000. PBCay One RSC Ltd acquired a new stake in shares of UnitedHealth Group in the first quarter valued at approximately $14,343,000. Lee Johnson Capital Management LLC bought a new stake in shares of UnitedHealth Group in the second quarter worth $6,180,000. Kinsale Capital Group Inc. boosted its holdings in UnitedHealth Group by 13.4% during the second 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, Kelleher Financial Advisors boosted its holdings in UnitedHealth Group by 135.9% during the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after purchasing an additional 3,166 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

NYSE:UNH opened at $405.45 on Friday. The stock has a market capitalization of $363.29 billion, a PE ratio of 23.16, a P/E/G ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a fifty day simple moving average of $391.23 and a 200 day simple moving average of $365.03. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.72 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 company’s quarterly revenue was down .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be paid a dividend of $2.32 per share. The ex-dividend date is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is currently 53.00%.

Key UnitedHealth Group News

These are some of the UNH news items that stood out recently:

• Positive Sentiment: UnitedHealth raised its 2026 adjusted EPS outlook for the third time this year, from at least $17.75 in January to at least $20.50 in October. Optum Health’s third-quarter operating earnings also rose to $735 million from $41 million a year earlier, supporting the turnaround and stronger earnings outlook. UnitedHealth Just Raised Guidance for the Third Time This Year
• Neutral Sentiment: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
• Negative Sentiment: UnitedHealth plans to drop Medicare plans in 140 counties and leave Wyoming. The exits could reduce coverage and membership in affected areas; the longer-term impact will depend on whether the move helps control costs and improve plan economics. UnitedHealth to Drop Medicare Plans in 140 Counties and Leave Wyoming

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on UNH. UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. Bank of America restated a “buy” rating and set a $450.00 price objective on shares of UnitedHealth Group in a research note on Monday, July 20th. Leerink Partners raised their price objective on UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a report on Friday, July 17th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, October 14th. Finally, DA Davidson set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $463.93.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the company’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 sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.