UnitedHealth Group Incorporated $UNH Stock Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 151,940 shares of the healthcare conglomerate’s stock after selling 2,600 shares during the quarter. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in UnitedHealth Group were worth $55,774,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the business. BlackRock Inc. increased its holdings in shares of UnitedHealth Group by 4.6% in the 2nd 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 period. State Street Corp lifted its position in shares of UnitedHealth Group by 0.7% in the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after purchasing an additional 301,081 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of UnitedHealth Group by 21.8% during the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the period. Bank of New York Mellon Corp grew its position in UnitedHealth Group by 6.1% during the second 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 grew its position in UnitedHealth Group by 5.8% during the second 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.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the firm’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 value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

UNH has been the subject of a number of research reports. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Stephens set a $500.00 price objective on UnitedHealth Group in a research report on Friday, October 16th. Argus boosted their target price on UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Mizuho raised their price target on UnitedHealth Group from $493.00 to $500.00 and gave the stock an “outperform” rating in a research note on Thursday, October 22nd. Finally, The Goldman Sachs Group lifted their price target on UnitedHealth Group from $435.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $463.93.

UnitedHealth Group Stock Down 1.0%

UnitedHealth Group stock opened at $406.67 on Friday. The company has a current ratio of 0.74, 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 firm’s fifty day simple moving average is $390.20 and its 200-day simple moving average is $362.40. The company has a market capitalization of $365.02 billion, a P/E ratio of 23.23, a P/E/G ratio of 1.49 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm had revenue of $112.70 billion during the quarter, compared to analysts’ expectations of $111.31 billion. During the same period in the prior year, the company posted $2.59 earnings per share. UnitedHealth Group’s revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 53.00%.

More UnitedHealth Group News

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

About UnitedHealth Group

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.