UnitedHealth Group Incorporated (NYSE:UNH - Get Free Report) CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
UnitedHealth Group Price Performance
Shares of UnitedHealth Group stock opened at $354.64 on Tuesday. The business has a 50 day simple moving average of $294.63 and a two-hundred day simple moving average of $316.54. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $424.12. The stock has a market capitalization of $322.09 billion, a P/E ratio of 26.79, a PEG ratio of 1.53 and a beta of 0.40. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79.
UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts' expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business's revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.
UnitedHealth Group Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is 66.77%.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Q1 results and outlook beat expectations — UnitedHealth reported stronger‑than‑expected Q1 revenue and EPS and raised FY guidance (management highlighted margin improvement and Medicare tailwinds), underpinning the recovery thesis. UnitedHealth: Solid Renewal Cadence With 2027 Tailwinds
- Positive Sentiment: Goldman Sachs raised its target on UNH, calling out ETFs (like IHF) as ways to play the sector while softening Medicaid risks — a visible analyst upgrade that can attract investor inflows. Goldman Sachs Lifts UnitedHealth Target Price: Healthcare ETFs to Watch
- Positive Sentiment: Erste Group upgraded UNH from Hold to Buy — another vote of confidence from the sell‑side that can support buying interest. Finviz (Erste upgrade)
- Positive Sentiment: High‑profile media support — Jim Cramer publicly said UNH “deserves to be much higher,” which can spur retail buying and sentiment momentum. Jim Cramer on UnitedHealth
- Neutral Sentiment: Operational initiative — UnitedHealth is expanding electronic prior authorization to reduce manual steps and speed approvals (could lower provider friction and administrative costs over time). UnitedHealth Prior Authorization Expansion Meets Mixed Returns And Valuation Upside
- Neutral Sentiment: Analyst target dispersion — several firms have recently adjusted targets (mixed: some big raises, some conservative holds), leaving the consensus elevated but with variance that can cause trading volatility. QuiverQuant UNH opinions
- Negative Sentiment: Insider sale — CEO Patrick Conway sold 800 shares at about $355 on April 23 (filed on Form 4). While modest in size, insider selling can be perceived negatively by some investors. SEC Form 4 (CEO sale)
Analyst Ratings Changes
Several equities research analysts recently commented on the company. Piper Sandler reaffirmed an "overweight" rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Royal Bank Of Canada increased their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. Argus upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Weiss Ratings cut shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, March 2nd. Finally, Evercore upgraded shares of UnitedHealth Group to a "strong-buy" rating in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of "Moderate Buy" and an average price target of $377.64.
View Our Latest Research Report on UnitedHealth Group
Institutional Investors Weigh In On UnitedHealth Group
A number of institutional investors have recently made changes to their positions in UNH. Norges Bank acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at about $4,376,167,000. Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock valued at $4,503,419,000 after buying an additional 7,293,009 shares in the last quarter. Capital World Investors grew its stake in shares of UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after buying an additional 3,439,182 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its stake in shares of UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate's stock valued at $1,356,432,000 after buying an additional 2,410,128 shares in the last quarter. Finally, Cardano Risk Management B.V. grew its stake in shares of UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate's stock valued at $833,099,000 after buying an additional 2,262,006 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.
UnitedHealth Group Company Profile
(
Get Free Report)
UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.
UnitedHealthcare is the company's benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.
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