UnitedHealth Group Incorporated $UNH Shares Sold by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 110,385 shares of the healthcare conglomerate’s stock after selling 1,316 shares during the period. Oregon Public Employees Retirement Fund’s holdings in UnitedHealth Group were worth $40,520,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the company. Nvwm LLC grew its position in UnitedHealth Group by 89.2% during the third quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 33 shares during the period. Wellington Altus USA Inc. raised its position in shares of UnitedHealth Group by 97.1% in the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after acquiring an additional 33 shares during the period. Security National Bank of SO Dak purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $29,000. Compass Wealth Management LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. Finally, Aberdeen Wealth Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Earnings and outlook are key tailwinds. UnitedHealth’s quarterly EPS and revenue beat analysts’ estimates, and the company raised its 2026 profit outlook. Those results helped drive an approximately 11% share gain over the month through October 30. UnitedHealth Just Gained 11% in a Month: Take Profits, or Buy More?
• Positive Sentiment: Buying and value-oriented endorsements provide support. ETFs recorded net purchases of UnitedHealth shares, including $35 million in buying on October 29. BetterInvesting Magazine also named UNH its “Undervalued Stock,” though such selections are not a guarantee of future performance. UnitedHealth Group Draws ETF Buying BetterInvesting Magazine Update
• Neutral Sentiment: Optum Insight’s AI investment is a longer-term opportunity with execution risk. UnitedHealth is expanding AI tools to improve efficiency and claims processing, but rising costs mean the spending still needs to translate into profit growth. Will UNH’s Optum Insight Spending Translate Into Profit Growth?
• Negative Sentiment: Political scrutiny could weigh on sentiment. Senator Elizabeth Warren criticized the Trump administration’s approval of UnitedHealth’s $3.3 billion Amedisys acquisition, arguing the deal increases the company’s power over costs and patient care. The comments renew attention to potential regulatory and political risks. Elizabeth Warren Criticizes UnitedHealth’s Amedisys Deal

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by insiders.

UnitedHealth Group Stock Up 0.7%

Shares of NYSE UNH opened at $403.10 on Wednesday. The company’s 50-day simple moving average is $390.47 and its 200-day simple moving average is $363.08. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The firm has a market cap of $361.81 billion, a price-to-earnings ratio of 23.02, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company’s quarterly revenue was down .4% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s payout ratio is 53.00%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Raymond James Financial restated an “outperform” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. Zacks Research downgraded UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. TD Cowen reissued a “hold” rating and issued a $402.00 price objective on shares of UnitedHealth Group in a report on Thursday, October 15th. Piper Sandler boosted their price objective on UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a research report on Wednesday, October 14th. Finally, The Goldman Sachs Group upped their target price on UnitedHealth Group from $435.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $463.93.

About UnitedHealth Group

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.