UnitedHealth Group Incorporated $UNH Stock Sold by New York Life Investment Management LLC

New York Life Investment Management LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 124,855 shares of the healthcare conglomerate’s stock after selling 1,660 shares during the quarter. New York Life Investment Management LLC’s holdings in UnitedHealth Group were worth $45,832,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Kinsale Capital Group Inc. boosted its stake in shares of UnitedHealth Group by 18.6% in the 3rd quarter. Kinsale Capital Group Inc. now owns 45,671 shares of the healthcare conglomerate’s stock valued at $16,765,000 after purchasing an additional 7,161 shares during the last quarter. 71 West Capital Partners raised its stake in UnitedHealth Group by 0.3% during the third quarter. 71 West Capital Partners now owns 51,659 shares of the healthcare conglomerate’s stock worth $18,963,000 after buying an additional 148 shares during the last quarter. Red Cedar Investment Management LLC lifted its holdings in UnitedHealth Group by 149.4% in the third quarter. Red Cedar Investment Management LLC now owns 8,713 shares of the healthcare conglomerate’s stock valued at $3,198,000 after buying an additional 5,219 shares during the period. Montis Financial LLC boosted its position in UnitedHealth Group by 22.0% during the third quarter. Montis Financial LLC now owns 615 shares of the healthcare conglomerate’s stock valued at $226,000 after acquiring an additional 111 shares during the last quarter. Finally, Gryphon Financial Partners LLC grew its holdings in UnitedHealth Group by 0.7% during the 3rd quarter. Gryphon Financial Partners LLC now owns 30,935 shares of the healthcare conglomerate’s stock worth $11,356,000 after acquiring an additional 211 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH opened at $404.88 on Wednesday. The company has a market capitalization of $362.78 billion, a price-to-earnings ratio of 23.12, a PEG ratio of 1.44 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 current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a 50 day moving average of $390.98 and a 200 day moving average of $364.53.

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

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors 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 of this dividend is Monday, December 7th. UnitedHealth Group’s payout ratio is 53.00%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. Wall Street Zen raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Deutsche Bank Aktiengesellschaft raised their target price on UnitedHealth Group from $370.00 to $467.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Morgan Stanley boosted their price target on UnitedHealth Group from $529.00 to $531.00 and gave the company an “overweight” rating in a research note on Tuesday, October 27th. TD Cowen reaffirmed a “hold” rating and set a $402.00 price objective on shares of UnitedHealth Group in a research report on Thursday, October 15th. Finally, Wells Fargo & Company lowered their price objective on shares of UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating for the company in a research note on Tuesday, October 27th. 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, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the 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 transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

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.