UnitedHealth Group Incorporated (NYSE:UNH - Get Free Report) CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares of the company's stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Patrick Hugh Conway also recently made the following trade(s):
- On Wednesday, August 5th, Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00.
UnitedHealth Group Trading Down 0.5%
NYSE:UNH opened at $396.78 on Wednesday. The business's 50-day moving average is $413.51 and its two-hundred day moving average is $358.11. The firm has a market capitalization of $356.14 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 1.38 and a beta of 0.62. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.
UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results 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. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company's revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter last year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.
UnitedHealth Group Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
- Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
- Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
- Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
- Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock's Biggest Risk Sits in the Commercial Book
- Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently modified their holdings of UNH. California State Teachers Retirement System lifted its holdings in UnitedHealth Group by 41,749.2% in the second quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate's stock worth $235,847,894,000 after acquiring an additional 566,090,823 shares during the last quarter. BlackRock Inc. lifted 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 worth $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp boosted its position in UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock valued at $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors increased its position in UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock worth $7,457,723,000 after buying an additional 824,120 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its holdings in shares of UnitedHealth Group by 3.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock valued at $6,215,660,000 after acquiring an additional 680,077 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets
A number of brokerages have commented on UNH. TD Cowen boosted their price objective on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a "hold" rating in a report on Tuesday, July 14th. HC Wainwright set a $492.00 price target on UnitedHealth Group in a research note on Wednesday, May 27th. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Bank of America reaffirmed a "buy" rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Finally, Truist Financial raised their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $456.56.
Read Our Latest Stock Report on UnitedHealth Group
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.
Further Reading
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