UnitedHealth Group Incorporated $UNH Stock Sold by Beverly Hills Private Wealth LLC

Beverly Hills Private Wealth LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 17.5% during the third quarter, Holdings Channel reports. The fund owned 12,378 shares of the healthcare conglomerate’s stock after selling 2,621 shares during the period. Beverly Hills Private Wealth LLC’s holdings in UnitedHealth Group were worth $4,544,000 as of its most recent SEC filing.

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

UnitedHealth Group News Roundup

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $394.14 on Monday. The business has a fifty day moving average price of $390.62 and a 200-day moving average price of $364.03. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. The company has a market capitalization of $353.16 billion, a PE ratio of 22.51, a PEG ratio of 1.43 and a beta of 0.51. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

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

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.19% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Weiss Ratings upgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. TD Cowen reissued a “hold” rating and set a $402.00 price objective on shares of UnitedHealth Group in a research note on Thursday, October 15th. Truist Financial upped their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Argus raised their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Finally, Piper Sandler lifted their target price on shares of UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a report on Wednesday, October 14th. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $463.93.

UnitedHealth Group Company Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.