UnitedHealth Group Incorporated $UNH Position Cut by Seilern Investment Management Ltd

Seilern Investment Management Ltd reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 130,988 shares of the healthcare conglomerate’s stock after selling 29,035 shares during the period. UnitedHealth Group makes up about 6.0% of Seilern Investment Management Ltd’s holdings, making the stock its 7th largest position. Seilern Investment Management Ltd’s holdings in UnitedHealth Group were worth $48,083,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. BlackRock Inc. grew its position in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the period. State Street Corp lifted its position in shares of UnitedHealth Group by 0.7% during the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after acquiring an additional 301,081 shares during the period. Bank of America Corp DE grew its holdings in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after acquiring an additional 2,097,859 shares during the period. Bank of New York Mellon Corp increased its stake in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after purchasing an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP increased its stake in UnitedHealth Group by 5.8% in the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after purchasing an additional 583,536 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth reported adjusted earnings of $4.69 per share, well above estimates of roughly $4.12–$4.14 and substantially higher than the year-ago result. Revenue of approximately $112.7 billion also exceeded expectations. UnitedHealth Group tops estimates, hikes profit outlook
• Positive Sentiment: Third-quarter operating earnings increased 52% to $6.6 billion, supported by lower medical costs, tighter cost controls and improved execution across the insurance and Optum businesses. Management raised its 2026 adjusted earnings outlook to at least $20.50 per share, versus $18.15 in 2025. UnitedHealth raises 2026 earnings outlook
• Positive Sentiment: The results reinforce management’s turnaround strategy, including exiting unprofitable patient groups and improving operating discipline. Executives also suggested that investments in value-based care and artificial intelligence are beginning to contribute to performance. UnitedHealth: Huge Earnings Surprise
• Neutral Sentiment: Management indicated that Wall Street may be underestimating UnitedHealth’s 2027 earnings potential, but investors will likely need additional evidence that margin improvement can continue after the current recovery. UnitedHealth Says Wall Street May Be Underestimating Its 2027 Earnings Potential
• Negative Sentiment: Revenue was essentially flat year over year, with some reports showing a 0.4% decline, while Optum Health revenue slipped. Medical membership also fell, highlighting the trade-off between stronger margins and slower top-line growth. UnitedHealth’s Q3 2026 Sales Top Estimates
• Negative Sentiment: Although the earnings beat and guidance increase were significant, the initial enthusiasm faded, suggesting investors may have expected an even stronger outlook or more convincing evidence of sustained growth. UNH Earnings Beat and Raise Not Enough for Wall Street

UnitedHealth Group Price Performance

UNH stock traded down $1.10 on Tuesday, reaching $377.42. The company had a trading volume of 8,050,377 shares, compared to its average volume of 7,353,724. The company’s fifty day moving average is $388.03 and its 200 day moving average is $381.81. The company has a market cap of $338.77 billion, a P/E ratio of 24.30, a PEG ratio of 1.43 and a beta of 0.60. 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 1 year low of $255.96 and a 1 year high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%. During the same quarter in the prior year, the business earned $2.59 earnings per share. The firm’s revenue for the quarter was down .4% on a year-over-year basis. On average, research analysts forecast that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed 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 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.

Wall Street Analyst Weigh In

A number of research firms have commented on UNH. Leerink Partners boosted their target price on UnitedHealth Group from $462.00 to $472.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. TD Cowen dropped 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. Wells Fargo & Company lifted their price target on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. JPMorgan Chase & Co. boosted 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. Finally, New Street Research set a $402.00 price objective on shares of UnitedHealth Group in a research note on Friday. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $462.59.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated 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 approximately $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

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.