Engineers Gate Manager LP Sells 9,909 Shares of UnitedHealth Group Incorporated $UNH

Engineers Gate Manager LP lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 46.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,419 shares of the healthcare conglomerate’s stock after selling 9,909 shares during the quarter. Engineers Gate Manager LP’s holdings in UnitedHealth Group were worth $4,746,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Cidel Asset Management Inc. raised its position in UnitedHealth Group by 3.5% in the second quarter. Cidel Asset Management Inc. now owns 13,198 shares of the healthcare conglomerate’s stock worth $5,485,000 after purchasing an additional 441 shares in the last quarter. Teamwork Financial Advisors LLC grew its stake in shares of UnitedHealth Group by 1,854.7% in the 2nd quarter. Teamwork Financial Advisors LLC now owns 31,314 shares of the healthcare conglomerate’s stock valued at $13,015,000 after purchasing an additional 29,712 shares during the period. Pinnacle Wealth Management Advisory Group LLC lifted its position in shares of UnitedHealth Group by 48.0% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 5,860 shares of the healthcare conglomerate’s stock worth $2,436,000 after buying an additional 1,901 shares during the period. Integrated Wealth Concepts LLC grew its position in UnitedHealth Group by 12.2% in the second quarter. Integrated Wealth Concepts LLC now owns 33,206 shares of the healthcare conglomerate’s stock valued at $13,801,000 after acquiring an additional 3,608 shares during the period. Finally, NewEdge Advisors LLC lifted its holdings in shares of UnitedHealth Group by 14.0% during the second quarter. NewEdge Advisors LLC now owns 94,610 shares of the healthcare conglomerate’s stock valued at $39,322,000 after acquiring an additional 11,591 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

• Positive Sentiment: Barclays maintained its Buy rating on UnitedHealth, signaling continued confidence in the company’s long-term outlook. Barclays Sticks to Their Buy Rating for UnitedHealth
• Positive Sentiment: Unusual options activity was bullish in tone, with investors purchasing substantially more UNH call options than the stock’s typical daily volume. This may indicate speculative expectations for a rebound, though options activity is not a guarantee of future performance.
• Positive Sentiment: UnitedHealth’s agreement with TPG to reshape Florida WellMed operations is intended to add local support and investment while helping Optum pursue faster growth and improved profitability. UnitedHealth Reshapes Florida WellMed Operations With TPG Deal
• Neutral Sentiment: UnitedHealthcare’s planned reduction of prior-authorization requirements could simplify care and lower administrative costs, but investors will watch whether the change improves member satisfaction without materially increasing medical expenses. The company plans to eliminate requirements for 30% of services by the end of 2026. UnitedHealth is Removing More Prior Authorizations
• Neutral Sentiment: UnitedHealth continues to be highlighted among profitable companies, while its dividend remains part of the investor appeal. However, these features have not prevented near-term selling pressure. 3 Profitable Stocks to Keep an Eye On
• Negative Sentiment: UNH declined even as the broader market advanced, suggesting company-specific concerns or profit-taking are weighing on sentiment. The stock remains below its 50-day moving average, although it is above its 200-day average. UnitedHealth Group Stock Drops Despite Market Gains

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction dated 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 owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 0.19% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on UNH shares. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Barclays raised their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a research report on Thursday, July 16th. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their price objective for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. Finally, Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $456.56.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $378.83 on Friday. The stock has a market capitalization of $340.03 billion, a P/E ratio of 24.38, a P/E/G ratio of 1.43 and a beta of 0.61. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The business has a 50-day moving average price of $408.58 and a two-hundred day moving average price of $367.71.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 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 company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the previous year, the company earned $4.08 EPS. 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. Equities analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.

About UnitedHealth Group

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.