UnitedHealth Group Incorporated $UNH Shares Sold by Assetmark Inc.

Assetmark Inc. lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 1.2% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 138,079 shares of the healthcare conglomerate’s stock after selling 1,703 shares during the quarter. Assetmark Inc.’s holdings in UnitedHealth Group were worth $37,363,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of UNH. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC boosted its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group in the 4th quarter worth approximately $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

UNH has been the subject of several recent analyst reports. Morgan Stanley raised their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday. Oppenheimer upped their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research note on Wednesday, April 22nd. Finally, KeyCorp raised their price target on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $447.29.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Trading Up 0.7%

NYSE:UNH opened at $426.39 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $461.62. The stock has a market capitalization of $387.23 billion, a price-to-earnings ratio of 27.44, a PEG ratio of 1.58 and a beta of 0.62. The stock has a fifty day moving average price of $404.81 and a two-hundred day moving average price of $342.28.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating 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 firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the business earned $4.08 earnings per share. 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. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.75 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm 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. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

About UnitedHealth Group

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.