UnitedHealth Group (NYSE:UNH) Stock Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in UnitedHealth Group stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 12/18/2025.

UnitedHealth Group Trading Down 2.3%

Shares of UNH traded down $7.71 during midday trading on Friday, hitting $331.25. 8,012,022 shares of the stock were exchanged, compared to its average volume of 5,475,190. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.82 and a current ratio of 0.82. The firm has a market cap of $300.06 billion, a P/E ratio of 17.29, a P/E/G ratio of 2.00 and a beta of 0.42. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The stock has a fifty day simple moving average of $330.33 and a 200 day simple moving average of $322.09.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.UnitedHealth Group’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period last year, the business posted $7.15 EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s dividend payout ratio is 46.14%.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

Institutional Trading of UnitedHealth Group

A number of hedge funds and other institutional investors have recently made changes to their positions in UNH. North Capital Inc. lifted its stake in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares during the last quarter. Sunflower Bank N.A. increased its holdings in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock valued at $662,000 after acquiring an additional 28 shares during the period. Axis Wealth Partners LLC grew its position in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after purchasing an additional 28 shares during the last quarter. Abound Wealth Management raised its holdings in shares of UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock valued at $84,000 after buying an additional 29 shares during the last quarter. Finally, Cooper Financial Group boosted its stake in shares of UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after buying an additional 30 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Leerink Partners set a $410.00 target price on shares of UnitedHealth Group and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. TD Cowen lifted their target price on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a report on Thursday, October 30th. Mizuho increased their price target on UnitedHealth Group from $300.00 to $430.00 and gave the company an “outperform” rating in a research report on Thursday, October 9th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 24th. Finally, Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $385.75.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About UnitedHealth Group

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.