Key Points
- CEO Patrick Hugh Conway sold 500 UnitedHealth shares at an average price of $410, generating $205,000 and reducing his direct ownership by 2.94% to 16,497 shares.
- UnitedHealth reported strong quarterly results, with EPS of $6.38 versus the $4.94 consensus estimate and revenue of $112.03 billion. The company maintained fiscal 2026 EPS guidance of $19.50–$20.00.
- Investor sentiment remains generally positive: analysts assign the stock a consensus “Moderate Buy” rating with a $455.92 price target, while the company increased its quarterly dividend to $2.32 per share.
UnitedHealth Group Incorporated (NYSE:UNH - Get Free Report) CEO Patrick Hugh Conway sold 500 shares of the firm's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.
UnitedHealth Group Stock Performance
NYSE UNH opened at $406.54 on Friday. The business has a 50-day moving average price of $414.09 and a 200-day moving average price of $350.83. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a twelve month low of $244.37 and a twelve month high of $461.62. The firm has a market cap of $369.20 billion, a price-to-earnings ratio of 26.16, a price-to-earnings-growth ratio of 1.40 and a beta of 0.62.
UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period last year, the firm posted $4.08 EPS. The company'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. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio (DPR) is 59.72%.
Institutional Investors Weigh In On UnitedHealth Group
Hedge funds and other institutional investors have recently modified their holdings of the business. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the 4th quarter valued at $25,000. Anfield Capital Management LLC boosted its stake in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in UnitedHealth Group in the 4th quarter worth about $27,000. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. bought a new position in UnitedHealth Group in the 4th quarter worth about $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of brokerages recently commented on UNH. HSBC increased their price target on UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a research note on Monday, July 6th. Robert W. Baird upgraded shares of UnitedHealth Group from an "underperform" rating to a "neutral" rating and boosted their price target for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a report on Tuesday, July 21st. Finally, Leerink Partners increased their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a report on Wednesday, June 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $455.92.
Get Our Latest Analysis on UNH
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
- Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
- Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
- Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
- Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing
About UnitedHealth Group
(
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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