UnitedHealth Group (NYSE:UNH) CEO Patrick Hugh Conway Sells 1,169 Shares

UnitedHealth Group Incorporated (NYSE:UNH) CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Patrick Hugh Conway also recently made the following trade(s):

• On Wednesday, August 5th, Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock. The shares were sold at an average price of $410.00, for a total value of $205,000.00.

UnitedHealth Group Stock Performance

Shares of UNH opened at $396.78 on Wednesday. The company has a market capitalization of $356.14 billion, a PE ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a 50-day simple moving average of $413.51 and a 200-day simple moving average of $358.11. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping 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 company had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period in the prior year, the business posted $4.08 earnings per share. The firm’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. Equities research analysts predict that UnitedHealth Group Incorporated will post 19.82 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, September 22nd. Shareholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

Hedge Funds Weigh In On UnitedHealth Group

Several large investors have recently added to or reduced their stakes in the business. Advus Financial Partners LLC boosted its stake in UnitedHealth Group by 27.6% in the 2nd quarter. Advus Financial Partners LLC now owns 1,208 shares of the healthcare conglomerate’s stock worth $502,000 after buying an additional 261 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in UnitedHealth Group in the second quarter valued at approximately $64,231,000. Financial Insights Inc. purchased a new position in UnitedHealth Group during the second quarter worth approximately $251,000. First Eagle Investment Management LLC boosted its holdings in shares of UnitedHealth Group by 3.8% in the 2nd quarter. First Eagle Investment Management LLC now owns 42,364 shares of the healthcare conglomerate’s stock valued at $17,608,000 after purchasing an additional 1,560 shares during the last quarter. Finally, California State Teachers Retirement System increased its holdings in shares of UnitedHealth Group by 41,749.2% during the 2nd quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate’s stock worth $235,847,894,000 after buying an additional 566,090,823 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on UNH. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and boosted their price objective for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. TD Cowen upped their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Barclays raised their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Morgan Stanley raised their price target on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, HSBC upped their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research report on Monday, July 6th. 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 stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $456.56.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

UnitedHealth Group Company Profile

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.