UnitedHealth Group Incorporated $UNH Shares Sold by Kestra Investment Management LLC

Kestra Investment Management LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 39.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,205 shares of the healthcare conglomerate’s stock after selling 2,068 shares during the quarter. Kestra Investment Management LLC’s holdings in UnitedHealth Group were worth $1,177,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Wellington Altus USA Inc. lifted its stake in shares of 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 acquiring an additional 33 shares during the period. Security National Bank of SO Dak bought a new stake in UnitedHealth Group in the second quarter valued at approximately $29,000. Nvwm LLC increased its position in UnitedHealth Group by 89.2% during the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 33 shares during the period. Aberdeen Wealth Management LLC bought a new position in UnitedHealth Group during the 2nd quarter worth approximately $31,000. Finally, Compass Wealth Management LLC bought a new position in UnitedHealth Group during the 3rd quarter worth approximately $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 1.8%

Shares of NYSE UNH opened at $404.88 on Wednesday. The firm has a market cap of $362.78 billion, a PE ratio of 23.12, a P/E/G 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’s fifty day simple moving average is $390.98 and its 200 day simple moving average is $364.53. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating 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 firm had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same period in the previous year, the firm posted $2.59 earnings per share. The business’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, sell-side analysts forecast that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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. The ex-dividend date is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred 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 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is owned by insiders.

Key Stories 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

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Morgan Stanley lifted their target price on shares of UnitedHealth Group from $529.00 to $531.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 27th. Deutsche Bank Aktiengesellschaft upped their price target on shares of UnitedHealth Group from $370.00 to $467.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Stephens set a $500.00 price target on UnitedHealth Group in a report on Friday, October 16th. Barclays lowered their price objective on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a research report on Wednesday, October 14th. Finally, Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a research note on Tuesday, October 20th. Twenty investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $463.93.

About UnitedHealth Group

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.