UnitedHealth Group Incorporated $UNH Shares Sold by Chiron Capital Management LLC

Chiron Capital Management LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 45.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,120 shares of the healthcare conglomerate’s stock after selling 1,801 shares during the quarter. Chiron Capital Management LLC’s holdings in UnitedHealth Group were worth $778,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of UNH. Synergy Financial Group LTD raised its holdings in shares of UnitedHealth Group by 3.1% during the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock worth $369,000 after acquiring an additional 27 shares in the last quarter. LFG Wealth Partners LLC increased its holdings in UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after buying an additional 27 shares during the last quarter. Ares Financial Consulting LLC lifted its stake in UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after acquiring an additional 28 shares during the last quarter. Hudock Inc. grew its position in UnitedHealth Group by 1.0% in the second quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate’s stock worth $1,182,000 after acquiring an additional 28 shares in the last quarter. Finally, Rockland Trust Co. increased its stake in shares of UnitedHealth Group by 1.1% during the 2nd quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock worth $1,076,000 after purchasing an additional 29 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following 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 filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Performance

NYSE UNH traded up $15.06 during trading on Thursday, hitting $410.68. The company’s stock had a trading volume of 5,342,609 shares, compared to its average volume of 7,368,940. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm has a market cap of $368.62 billion, a P/E ratio of 23.55, a price-to-earnings-growth ratio of 1.41 and a beta of 0.60. The firm has a 50 day moving average price of $387.10 and a 200 day moving average price of $383.47. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 17.95% and a net margin of 3.53%. UnitedHealth Group’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the prior year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 20.00 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on UNH shares. Evercore upped their price objective on shares of UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. UBS Group reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday. Wells Fargo & Company lifted their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Royal Bank Of Canada raised their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Finally, BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $461.48.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q3 earnings beat and guidance raise: UnitedHealth reported adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, on revenue of $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, compared with its previous $19.50–$20.00 range. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Positive Sentiment: Improving profitability: The medical care ratio improved to 88.4%, while lower medical costs, pricing discipline and benefit changes supported a significant year-over-year increase in earnings. Optum also contributed $3.7 billion in operating earnings, reinforcing the view that the recovery is broadening. UnitedHealth Group Gains After Q3 Beat and Higher 2026 Outlook
• Positive Sentiment: Optimistic analyst views: Goldman Sachs raised its price target to $506, and Piper Sandler increased its target to $504 while maintaining an overweight rating. Analysts also cited faster-than-expected Medicare Advantage margin recovery and potential for stronger 2027 growth. Goldman Sachs Raises UNH Target Price to $506
• Neutral Sentiment: Mixed analyst positioning: TD Cowen reaffirmed a hold rating with a $402 target, while Barclays retained overweight at $440 and lowered its target slightly. This suggests much of the earnings improvement may already be reflected in the stock.
• Negative Sentiment: Growth concerns remain: Investors are questioning the sustainability of the recovery as membership declines, the company exits certain Medicare Advantage markets, and commercial medical costs and Medicaid pressures weigh on margins. Baird cut its target to $427 and assigned a neutral rating, while some commentary warned that improved results alone may not justify further upside. UnitedHealth Group FQ3 Earnings Positives Already Priced In

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.