UnitedHealth Group Incorporated $UNH Shares Sold by Nwam LLC

Nwam LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 38.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 3,958 shares of the healthcare conglomerate’s stock after selling 2,499 shares during the quarter. Nwam LLC’s holdings in UnitedHealth Group were worth $1,071,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. State Street Corp raised its holdings in UnitedHealth Group by 2.5% during the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares in the last quarter. Capital World Investors raised its stake in UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after acquiring an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD grew 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 worth $6,215,660,000 after purchasing an additional 680,077 shares during the last quarter. Finally, Capital International Investors boosted its position in shares of UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth beat Q2 expectations on both earnings and revenue, with EPS of $6.38 versus estimates around $4.87-$4.94 and revenue of $112.03 billion topping forecasts. UnitedHealth Group Inc (UNH) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amidst Cost …
• Positive Sentiment: The company lifted its 2026 adjusted EPS guidance to $19.50-$20.00, above prior expectations, signaling improved confidence in profitability and operating execution. UnitedHealth raises 2026 forecast as it controls medical costs
• Positive Sentiment: Lower medical costs and stronger performance in Optum helped margins, suggesting UnitedHealth is better controlling expenses than investors feared. UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs
• Positive Sentiment: Several analyst notes turned more constructive after the report, including upgrades and higher price targets, which can add to momentum around the stock. Benzinga analyst update
• Neutral Sentiment: Broader market weakness did not stop the move, indicating UNH’s gains were driven mainly by company-specific results rather than the overall tape. Update: Wall Street Snaps Two-Day Advance as Chip-Related Stocks Slump

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.28% of the stock is owned by corporate insiders.

Analyst Ratings Changes

UNH has been the subject of a number of research reports. UBS Group boosted their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Barclays increased their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Mizuho upped their price objective on UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Two equities 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. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $438.92.

UnitedHealth Group Stock Up 1.1%

UNH opened at $423.27 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62. The stock has a market capitalization of $384.39 billion, a price-to-earnings ratio of 31.97, a price-to-earnings-growth ratio of 1.68 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business has a 50-day moving average of $403.87 and a two-hundred day moving average of $341.69.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.87 by $1.51. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 18.39 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a $2.32 dividend. 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. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

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.