UnitedHealth Group (NYSE:UNH) Shares Unloaded Rep. Kevin Hern

Representative Kevin Hern (R-Oklahoma) recently sold shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on January 22nd, the Representative disclosed that they had sold between $250,001 and $500,000 in UnitedHealth Group stock on December 23rd. The trade occurred in the Representative’s “HERN FAMILY REVOCABLE TRUST” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of Microsoft (NASDAQ:MSFT) on 10/28/2025.
• Sold $15,001 – $50,000 in shares of Seagate Technology (NASDAQ:STX) on 10/28/2025.
• Sold $15,001 – $50,000 in shares of CSX (NASDAQ:CSX) on 10/28/2025.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 10/28/2025.
• Sold $1,001 – $15,000 in shares of O’Reilly Automotive (NASDAQ:ORLY) on 10/28/2025.
• Sold $15,001 – $50,000 in shares of Boston Scientific (NYSE:BSX) on 10/28/2025.
• Sold $100,001 – $250,000 in shares of Accenture (NYSE:ACN) on 10/27/2025.

UnitedHealth Group Stock Up 0.6%

Shares of NYSE:UNH opened at $356.46 on Friday. The company has a 50 day moving average price of $332.07 and a two-hundred day moving average price of $323.33. The company has a market capitalization of $322.89 billion, a PE ratio of 18.60, a PEG ratio of 2.14 and a beta of 0.42. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. UnitedHealth Group had a net margin of 4.04% and a return on equity of 19.23%. The business had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. During the same quarter in the prior year, the company earned $7.15 EPS. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is presently 46.14%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. LFA Lugano Financial Advisors SA acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group in the fourth quarter valued at $26,000. Sagard Holdings Management Inc. acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $29,000. Foster Dykema Cabot & Partners LLC lifted its stake in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC acquired a new position in UnitedHealth Group during the third quarter worth approximately $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on UNH. JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a report on Thursday, October 9th. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $317.00 to $409.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Leerink Partners set a $410.00 price objective on shares of UnitedHealth Group and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday. Finally, Mizuho increased their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $386.33.

Key UnitedHealth Group News

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

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.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.