2,600 UnitedHealth Group Incorporated $UNH Shares Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 151,940 shares of the healthcare conglomerate’s stock after selling 2,600 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in UnitedHealth Group were worth $55,774,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. City State Bank grew its holdings in UnitedHealth Group by 5.6% in the 3rd quarter. City State Bank now owns 471 shares of the healthcare conglomerate’s stock valued at $173,000 after buying an additional 25 shares during the last quarter. Murphy Pohlad Asset Management LLC lifted its holdings in shares of UnitedHealth Group by 0.5% during the third quarter. Murphy Pohlad Asset Management LLC now owns 5,305 shares of the healthcare conglomerate’s stock worth $1,947,000 after buying an additional 25 shares during the last quarter. LFG Wealth Partners LLC lifted its holdings in shares of UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after buying an additional 27 shares during the last quarter. Synergy Financial Group LTD boosted its position in shares of UnitedHealth Group by 3.1% in the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after acquiring an additional 27 shares during the period. Finally, Ares Financial Consulting LLC boosted its position in shares of UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after acquiring an additional 28 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $406.67 on Friday. The firm has a market capitalization of $365.02 billion, a PE ratio of 23.23, a PEG ratio of 1.49 and a beta of 0.60. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The business’s 50 day moving average is $390.20 and its 200-day moving average is $362.40.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group’s revenue was down .4% on a year-over-year basis. During the same period in the prior year, the company posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were paid a $2.32 dividend. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on UNH. UBS Group reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, October 13th. Royal Bank Of Canada increased their price target on shares of UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a report on Tuesday, October 20th. Raymond James Financial restated an “outperform” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research report on Thursday, October 15th. Erste Group Bank downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Thursday, August 27th. Finally, Robert W. Baird cut their price objective on shares of UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a research report on Wednesday, October 14th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $463.93.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated 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 directly owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

About UnitedHealth Group

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.