UnitedHealth Group Incorporated $UNH Stock Sold by Kelleher Financial Advisors

Kelleher Financial Advisors reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 55.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,434 shares of the healthcare conglomerate’s stock after selling 3,061 shares during the quarter. Kelleher Financial Advisors’ holdings in UnitedHealth Group were worth $893,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Wellington Altus USA Inc. raised its stake in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock valued at $28,000 after purchasing an additional 33 shares during the last quarter. Security National Bank of SO Dak purchased a new position in UnitedHealth Group in the 2nd quarter valued at about $29,000. Nvwm LLC boosted its stake in shares of UnitedHealth Group by 89.2% during the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 33 shares during the last quarter. Aberdeen Wealth Management LLC purchased a new stake in shares of UnitedHealth Group during the second quarter worth about $31,000. Finally, Compass Wealth Management LLC purchased a new stake in shares of UnitedHealth Group during the third quarter worth about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction 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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. Morgan Stanley upped their price objective on shares of UnitedHealth Group from $529.00 to $531.00 and gave the company an “overweight” rating in a research note on Tuesday, October 27th. Piper Sandler lifted their target price on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 14th. DA Davidson set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. Raymond James Financial reissued an “outperform” rating and set a $450.00 price target on shares of UnitedHealth Group in a research note on Thursday, October 15th. Finally, Cantor Fitzgerald raised their price objective on UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $463.93.

UnitedHealth Group Trading Up 1.3%

NYSE UNH opened at $409.63 on Thursday. The company has a market cap of $367.68 billion, a P/E ratio of 23.39, a P/E/G ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.78. The company has a 50-day moving average of $390.73 and a 200-day moving average of $363.43.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is 53.00%.

More UnitedHealth Group News

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

• Positive Sentiment: Healthcare-sector strength, reportedly lifted by CVS’s better-than-expected results, helped support UNH shares. UnitedHealth Gains as CVS Earnings Beat Lifts Managed-Care Sector
• Positive Sentiment: UnitedHealth’s board declared a quarterly dividend of $2.32 per share—$9.28 annualized, equivalent to a reported 2.3% yield. Shareholders of record December 7 are due payment December 15. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Negative Sentiment: Sen. Elizabeth Warren renewed calls for scrutiny of UnitedHealth’s scale following its Amedisys deal, arguing the acquisition increases its influence over care and costs. Mark Cuban also warned that AI could disrupt large healthcare companies, explicitly including UNH. These are potential longer-term regulatory and business-model risks, not announcements of new action against the company. UnitedHealth Draws Breakup Pressure as AI Threat Enters the Story

UnitedHealth Group Company Profile

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.