UnitedHealth Group Incorporated $UNH Shares Sold by First Interstate Bank

First Interstate Bank lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 83.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,770 shares of the healthcare conglomerate’s stock after selling 8,927 shares during the quarter. First Interstate Bank’s holdings in UnitedHealth Group were worth $479,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UNH. Vanguard Group Inc. lifted its position in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares in the last quarter. State Street Corp increased its stake in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares during the last quarter. Capital World Investors boosted its position in shares of UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings in shares of UnitedHealth Group by 3.7% in 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 purchasing an additional 680,077 shares during the period. Finally, Capital International Investors raised its stake in UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $425.61 on Thursday. The business has a 50-day simple moving average of $397.02 and a 200-day simple moving average of $337.55. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $430.77. The company has a market cap of $386.52 billion, a PE ratio of 32.15, a P/E/G ratio of 1.72 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the firm earned $7.20 earnings per share. The firm’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was 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 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 filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is owned by company insiders.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth said an external audit found nearly 97% of diagnoses in its HouseCalls home-visit unit were supported by patient medical records, which could help ease concerns about Medicare billing practices and reduce regulatory overhang. Reuters article
• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in AI for 2026 to expand automation and digital tools, which investors may view as a way to support efficiency and longer-term growth beyond cost savings. Yahoo Finance article
• Positive Sentiment: The company’s push to prioritize profitability over rapid growth, along with Optum expansion and improving margins, is being framed as a potential long-term turnaround catalyst. Yahoo Finance article
• Positive Sentiment: UnitedHealth also expanded coverage of Guardant Health’s Shield blood test for colorectal cancer screening, reinforcing its role in supporting emerging preventive-care tools. Yahoo Finance article
• Neutral Sentiment: Commentary highlighting healthcare-sector strength and a 12.41% rise in a major healthcare ETF may support sentiment for UNH, but it does not specifically change the company’s fundamentals. ETF Trends article
• Neutral Sentiment: Recent articles noting that UNH rebounded sharply in the first half and may still be undervalued suggest investors remain focused on the turnaround, though the pieces are largely opinion-based. Motley Fool article
• Negative Sentiment: New criticism from a Motley Fool piece argues that UnitedHealth may not be the best healthcare investment, which could weigh on sentiment even if it is not tied to a new company event. Motley Fool article
• Negative Sentiment: UnitedHealth and other insurers are suing states over laws targeting pharmacy businesses, and that legal fight may keep regulatory risk in focus for investors. New York Times article

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on UNH shares. Bank of America raised their price target on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. UBS Group lifted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. HSBC raised their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday. Finally, Robert W. Baird upped their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $414.75.

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.