UnitedHealth Group Incorporated $UNH Shares Sold by Generate Investment Management Ltd

Generate Investment Management Ltd reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 94.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,825 shares of the healthcare conglomerate’s stock after selling 50,323 shares during the quarter. Generate Investment Management Ltd’s holdings in UnitedHealth Group were worth $1,037,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in UNH. First Citizens Bank & Trust Co. raised its position in UnitedHealth Group by 20.7% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 21,294 shares of the healthcare conglomerate’s stock valued at $7,817,000 after buying an additional 3,653 shares during the last quarter. Focus Financial Network Inc. boosted its holdings in UnitedHealth Group by 0.9% during the 3rd quarter. Focus Financial Network Inc. now owns 33,275 shares of the healthcare conglomerate’s stock worth $12,215,000 after acquiring an additional 298 shares during the last quarter. My Personal CFO LLC grew its stake in shares of UnitedHealth Group by 3.8% in the 3rd quarter. My Personal CFO LLC now owns 1,269 shares of the healthcare conglomerate’s stock worth $466,000 after acquiring an additional 46 shares in the last quarter. XY Planning Network Inc. raised its holdings in shares of UnitedHealth Group by 4.3% in the third quarter. XY Planning Network Inc. now owns 2,277 shares of the healthcare conglomerate’s stock valued at $836,000 after purchasing an additional 93 shares during the last quarter. Finally, Allied Investment Advisors LLC raised its holdings in shares of UnitedHealth Group by 4.7% in the third quarter. Allied Investment Advisors LLC now owns 641 shares of the healthcare conglomerate’s stock valued at $235,000 after purchasing an additional 29 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Third-quarter results exceeded expectations. Adjusted EPS was $4.69 versus the $4.14 consensus, while revenue of $112.7 billion topped estimates of $111.3 billion. Operating earnings increased 52% to $6.6 billion, helped by lower medical costs and improved execution. UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs
• Positive Sentiment: Management raised 2026 guidance. UnitedHealth now expects adjusted EPS of at least $20.50, above the roughly $19.86 analyst consensus, reinforcing confidence in recovering margins. UnitedHealth Group Reports Third Quarter 2026 Results
• Positive Sentiment: The 2027 outlook is improving. Executives highlighted a long-term earnings-growth target of 13% to 16%, potential margin recovery in Medicaid after 2026, and continued benefits from artificial intelligence. AI tools reportedly reduced clinical-review times by 33%, while the medical care ratio improved to 88.4%. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Neutral Sentiment: Analyst opinion remains mixed. Mizuho maintained UnitedHealth as a top healthcare pick, while Barclays trimmed its target to $440 but kept an overweight rating. Baird cut its target to $427 and assigned a neutral rating. UnitedHealth Stock Forecast: TD Cowen Stays Cautious Even as Mizuho Names UNH a Top Pick
• Negative Sentiment: Risks remain around profitability. Commercial medical costs and Medicaid pressures continue to challenge margins, and some analysts lowered forecasts following the results. Revenue was essentially flat year over year, while the company’s Medicare business changes and membership reductions remain concerns for investors. UnitedHealth Analysts Slash Their Forecasts Following Q3 Results

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The shares were 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 owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH traded up $10.37 during trading on Wednesday, hitting $388.13. 3,900,785 shares of the company were exchanged, compared to its average volume of 7,360,024. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The stock has a 50 day moving average of $387.44 and a 200 day moving average of $382.57. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The company has a market cap of $348.38 billion, a PE ratio of 24.98, a P/E/G ratio of 1.42 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%. The firm’s quarterly revenue was down .4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. JPMorgan Chase & Co. upped their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday. Truist Financial boosted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. TD Cowen decreased their price target on UnitedHealth Group from $430.00 to $402.00 and set a “hold” rating for the company in a research report on Friday, October 9th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $461.83.

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.