UnitedHealth Group Incorporated $UNH Shares Sold by D.A. Davidson & CO.

D.A. Davidson & CO. cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 3.3% during the 1st quarter, HoldingsChannel reports. The fund owned 79,069 shares of the healthcare conglomerate’s stock after selling 2,683 shares during the period. D.A. Davidson & CO.’s holdings in UnitedHealth Group were worth $21,395,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Navigation Group LLC acquired a new stake in UnitedHealth Group during the first quarter valued at approximately $419,000. Twin Capital Management Inc. lifted its stake in UnitedHealth Group by 25.9% during the first quarter. Twin Capital Management Inc. now owns 16,367 shares of the healthcare conglomerate’s stock worth $4,429,000 after purchasing an additional 3,372 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of UnitedHealth Group by 10.2% during the first quarter. Bank of New York Mellon Corp now owns 10,088,271 shares of the healthcare conglomerate’s stock worth $2,729,785,000 after purchasing an additional 931,037 shares during the period. Illinois Municipal Retirement Fund raised its stake in UnitedHealth Group by 5.1% during the first quarter. Illinois Municipal Retirement Fund now owns 59,715 shares of the healthcare conglomerate’s stock worth $16,158,000 after acquiring an additional 2,911 shares during the period. Finally, Seros Financial LLC grew its holdings in shares of UnitedHealth Group by 9.0% during the first quarter. Seros Financial LLC now owns 810 shares of the healthcare conglomerate’s stock valued at $219,000 after purchasing an additional 67 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following 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 document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently commented on UNH shares. Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. TD Cowen upped their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research report on Tuesday. KeyCorp boosted their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research note on Tuesday. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, June 23rd. Finally, Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $438.92.

UnitedHealth Group Stock Up 1.1%

Shares of UnitedHealth Group stock opened at $423.27 on Friday. The stock’s fifty day moving average is $403.87 and its 200-day moving average is $341.69. The firm has a market capitalization of $384.39 billion, a PE ratio of 31.97, a price-to-earnings-growth ratio of 1.68 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $461.62. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

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

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

Trending Headlines about UnitedHealth Group

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

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.