UnitedHealth Group Incorporated $UNH Shares Sold by Bokf Na

Bokf Na decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 16.8% during the fourth quarter, HoldingsChannel reports. The firm owned 36,432 shares of the healthcare conglomerate’s stock after selling 7,366 shares during the quarter. Bokf Na’s holdings in UnitedHealth Group were worth $12,027,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in UNH. Capital Research Global Investors boosted its holdings in shares of UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors boosted its holdings in shares of UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. Capital International Investors boosted its holdings in shares of UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $528,273,000. Finally, Bessemer Group Inc. boosted its holdings in shares of UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock valued at $629,783,000 after acquiring an additional 1,100,850 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q1 beat and guidance lift investor sentiment: UnitedHealth reported better-than-expected Q1 results and raised FY‑2026 guidance (18.25 EPS midpoint), which investors see as evidence of improved profitability and underwriting recovery. Why UnitedHealth Group Stock Came Roaring Back In April
• Positive Sentiment: Analyst endorsement: Goldman Sachs added UNH to its U.S. Conviction List and reiterated a $435 price target, signaling confidence that UnitedHealth is near the bottom of its Medicare/underwriting cycle — a supportive catalyst for long‑term holders. Goldman Sachs Names UnitedHealth (UNH) to Conviction List
• Positive Sentiment: Operational move that may improve member experience: UnitedHealthcare will eliminate prior‑authorization requirements for ~30% of services later this year, reducing friction for patients and providers — a customer‑centric step that could support retention and sales narratives. UnitedHealthcare removes prior approval requirements
• Neutral Sentiment: Industry‑wide caution on claims lag: Analysts note that Q1 results may understate recent medical‑cost trends because of claims processing lags; Q2 will be the more important quarter to confirm margin momentum. This tempers immediate upside. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Talent movement noted: A senior UnitedHealth executive, Heather Cianfrocco, has moved to Highmark Health — routine for large insurers but worth monitoring for any operational impact in benefits/services leadership. Highmark Health Appoints Heather Cianfrocco as Chief Operating Officer
• Negative Sentiment: Governance pressure: A shareholder proposal pushing for an independent board chair (filed by The Accountability Board) has raised governance questions and could be a distraction or source of investor debate ahead of the proxy season. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

Analyst Ratings Changes

Several analysts have recently commented on the stock. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Oppenheimer increased their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Robert W. Baird increased their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $378.88.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $363.83 on Wednesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The company has a fifty day moving average of $300.93 and a two-hundred day moving average of $316.81. The stock has a market capitalization of $330.43 billion, a PE ratio of 27.48, a P/E/G ratio of 1.60 and a beta of 0.64. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.72.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 66.77%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. 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.

UnitedHealth Group 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.