12,024 UnitedHealth Group Incorporated $UNH Shares Sold by Gradient Investments LLC

Gradient Investments LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 127,787 shares of the healthcare conglomerate’s stock after selling 12,024 shares during the period. Gradient Investments LLC’s holdings in UnitedHealth Group were worth $46,908,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Corient Private Wealth LP bought a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $245,516,000. Legal & General Group Plc bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $2,444,928,000. Jupiter Topco LLC bought a new position in shares of UnitedHealth Group during the second quarter worth $2,019,844,000. BlackRock Inc. increased its holdings in UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares during the last quarter. Finally, T. Rowe Price Investment Management Inc. increased its holdings in shares of UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after purchasing an additional 2,410,128 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on UNH shares. UBS Group lifted their price objective on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $512.00 price target (up from $492.00) on shares of UnitedHealth Group in a research note on Wednesday, September 2nd. Jefferies Financial Group upped their target price on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Finally, TD Cowen lifted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $465.75.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction 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. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Trading Down 1.1%

UnitedHealth Group stock traded down $3.98 during mid-day trading on Thursday, hitting $372.00. The company’s stock had a trading volume of 1,836,805 shares, compared to its average volume of 7,329,098. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The company has a 50 day moving average of $390.52 and a 200-day moving average of $379.64. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The stock has a market cap of $333.90 billion, a PE ratio of 23.96, a P/E/G ratio of 1.41 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the firm earned $4.08 earnings per share. The business’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 19.85 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s valuation has reset substantially after a difficult period, with its lower price-to-earnings multiple prompting some investors to view the stock as undervalued if earnings stabilize and Medicare Advantage margins recover. UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?
• Positive Sentiment: Analysts and investors are closely watching UnitedHealth ahead of its third-quarter report, suggesting that expectations for a potential earnings improvement remain an important catalyst for the stock. The company’s latest quarter exceeded consensus EPS and revenue estimates. Stay Ahead of the Game With UnitedHealth Q3 Earnings
• Neutral Sentiment: Third-quarter results will be judged on medical-cost trends, Medicare Advantage margins, membership changes and operating performance—not simply revenue and EPS. Investors are looking for evidence that recent margin pressure is temporary and that the company can maintain its full-year outlook. UnitedHealth Q3 Coming Up: Two Questions Investors Can’t Ignore
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention, but the coverage largely reflects debate over whether the stock’s depressed valuation represents an opportunity or a signal of continued fundamental risk. UnitedHealth Group Is Attracting Investor Attention
• Negative Sentiment: A recent rating downgrade highlights a weak spot in UnitedHealth’s recovery and reinforces concerns that higher medical expenses or slower improvement in Medicare Advantage could limit earnings momentum. UnitedHealth’s Recovery Has One Weak Spot
• Negative Sentiment: Reports about Medicare plan closures and potential member disruption add reputational and enrollment risk, while investors remain concerned that membership losses could make margin improvement harder to achieve. Medicare Plans Are Shutting Down

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.