UnitedHealth Group Incorporated $UNH Shares Sold by Ironvine Capital Partners LLC

Ironvine Capital Partners LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.9% during the fourth quarter, HoldingsChannel reports. The firm owned 65,058 shares of the healthcare conglomerate’s stock after selling 5,589 shares during the quarter. UnitedHealth Group makes up about 2.1% of Ironvine Capital Partners LLC’s investment portfolio, making the stock its 19th largest position. Ironvine Capital Partners LLC’s holdings in UnitedHealth Group were worth $21,476,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of UNH. First National Bank of Omaha increased its stake in shares of UnitedHealth Group by 31.5% in the fourth quarter. First National Bank of Omaha now owns 7,226 shares of the healthcare conglomerate’s stock worth $2,397,000 after acquiring an additional 1,732 shares during the period. Titan Investment Solutions Ltd acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $11,286,000. Cardano Risk Management B.V. increased 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 worth $833,099,000 after acquiring an additional 2,262,006 shares during the period. Storgate LLC acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $294,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of UnitedHealth Group by 5.4% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,250,848 shares of the healthcare conglomerate’s stock worth $2,393,577,000 after acquiring an additional 373,096 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% 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. Insiders own 0.28% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on UNH shares. Leerink Partners increased their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Jefferies Financial Group increased their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a report on Wednesday, April 1st. Mizuho increased their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Finally, HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $407.17.

UnitedHealth Group News Summary

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The stock has a market cap of $370.83 billion, a P/E ratio of 30.84, a PEG ratio of 1.63 and a beta of 0.64. The company has a 50-day moving average price of $362.28 and a 200 day moving average price of $326.85. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the business earned $7.20 earnings per share. UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

UnitedHealth Group Company Profile

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.