Douglas Lane & Associates LLC Sells 6,956 Shares of UnitedHealth Group Incorporated $UNH

Douglas Lane & Associates LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 9.3% in the third quarter, HoldingsChannel reports. The firm owned 67,715 shares of the healthcare conglomerate’s stock after selling 6,956 shares during the quarter. Douglas Lane & Associates LLC’s holdings in UnitedHealth Group were worth $24,857,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also modified their holdings of UNH. Corient Private Wealth LP acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $245,516,000. Legal & General Group Plc bought a new position in shares of UnitedHealth Group in the second quarter worth about $2,444,928,000. Jupiter Topco LLC bought a new stake in UnitedHealth Group during the 2nd quarter worth $2,019,844,000. BlackRock Inc. raised its position 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 purchasing an additional 3,395,530 shares during the last quarter. Finally, T. Rowe Price Investment Management Inc. grew its holdings in shares of UnitedHealth Group by 141.9% during 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. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

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 transaction of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on UNH. Jefferies Financial Group upped their price target 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. The Goldman Sachs Group increased their price objective on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Morgan Stanley upped their price target on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Finally, Robert W. Baird raised shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and increased their target price for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $462.59.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s deliberate exit from unprofitable business lines is reportedly driving significant margin expansion despite relatively flat revenue and declining membership. Investors may see additional upside if management raises its 2026 outlook or confirms that the margin improvement is sustainable. The stock trades at roughly 16 times estimated 2027 earnings, below its historical five-year average, leaving room for a valuation re-rating. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Positive Sentiment: Third-quarter results are scheduled for October 13, with analysts expecting earnings of approximately $4.12 to $4.15 per share on revenue near $111.4 billion. Forecast earnings growth of about 41% reflects expectations for cost control, restructuring benefits and improved medical-cost management. A beat or stronger outlook could provide a near-term catalyst. UnitedHealth Gears Up for Q3 Earnings
• Neutral Sentiment: Humana’s improved Medicare Advantage star ratings are reshaping the managed-care competitive landscape. UnitedHealth held steady in the comparison, suggesting no immediate company-specific impact, but the ratings reinforce the importance of benefit quality and enrollment execution. Humana Soars on Improved Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more limited near-term upside even though the target remains above recent trading levels. UnitedHealth Group Price Target Lowered to $402

UnitedHealth Group Trading Up 1.9%

Shares of UnitedHealth Group stock traded up $7.07 on Friday, reaching $378.02. 3,350,592 shares of the company’s stock were exchanged, compared to its average volume of 7,336,301. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm’s 50-day moving average is $389.50 and its two-hundred day moving average is $380.30. The company has a market capitalization of $339.30 billion, a P/E ratio of 24.34, a price-to-earnings-growth 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, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period in the prior year, the firm earned $4.08 earnings per share. UnitedHealth Group’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. Sell-side analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group 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.