Perpetual Ltd Sells 5,704 Shares of UnitedHealth Group Incorporated $UNH

Perpetual Ltd trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 78,623 shares of the healthcare conglomerate’s stock after selling 5,704 shares during the period. Perpetual Ltd’s holdings in UnitedHealth Group were worth $28,861,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of UNH. General Partner Inc. purchased a new position in UnitedHealth Group during the 3rd quarter valued at approximately $512,000. PBCay One RSC Ltd purchased a new stake in shares of UnitedHealth Group during the 1st quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at approximately $6,180,000. Kinsale Capital Group Inc. grew its holdings in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares in the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its holdings in shares of UnitedHealth Group by 1,287.2% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after purchasing an additional 55,695 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Significant earnings beat: Third-quarter net income rose to $4.11 billion, or $4.56 per share, from $2.35 billion, or $2.59 per share, a year earlier. Results exceeded Wall Street expectations by a wide margin. UnitedHealth Charts Continued Turnaround
• Positive Sentiment: Full-year outlook raised: Management increased its 2026 profit guidance, reinforcing confidence that cost controls and operational improvements can support earnings growth. The company’s previously stated guidance range was $19.50 to $20.00 in adjusted EPS. UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs
• Positive Sentiment: Medical-cost trends improved: Spending on medical care, a major pressure point for insurers, showed signs of stabilizing. UnitedHealth also said investments in value-based care and artificial intelligence are beginning to contribute to performance. UnitedHealth Earnings Beat Wall Street Estimates. The Turnaround Continues.
• Neutral Sentiment: Investor focus remains on execution: Analysts had been watching for top-line growth, insurance margins and guidance after a difficult period for the sector. The latest report offers evidence of recovery, but investors will likely seek confirmation that the gains continue into 2027. UnitedHealth Q3 earnings in focus as investors look for top-line growth
• Negative Sentiment: Cost risks have not disappeared: UnitedHealth is still managing high medical expenses, leaving the stock sensitive to any renewed deterioration in utilization or insurance margins. Elevated expectations and recent volatility may also limit the immediate upside from the earnings beat.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on UNH. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Erste Group Bank cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. HSBC boosted their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. Truist Financial increased their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Finally, KeyCorp lifted their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $462.59.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $377.98 on Tuesday. The firm has a market capitalization of $339.27 billion, a PE ratio of 24.32, a PEG ratio of 1.43 and a beta of 0.60. The stock’s fifty day moving average is $388.03 and its 200 day moving average is $381.81. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the firm earned $4.08 earnings per share. UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group’s payout ratio is currently 59.72%.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

About UnitedHealth Group

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.