Rep. Julie Johnson Sells Off Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Representative Julie Johnson (D-Texas) recently sold shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in UnitedHealth Group stock on April 7th. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account.

Representative Julie Johnson also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Fidelity National Information Services (NYSE:FIS) on 4/30/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 4/22/2025.
• Purchased $1,001 – $15,000 in shares of Fidelity National Information Services (NYSE:FIS) on 4/22/2025.
• Sold $1,001 – $15,000 in shares of United Parcel Service (NYSE:UPS) on 4/15/2025.
• Sold $1,001 – $15,000 in shares of United Parcel Service (NYSE:UPS) on 4/11/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 4/11/2025.
• Sold $1,001 – $15,000 in shares of DT Midstream (NYSE:DTM) on 4/7/2025.
• Sold $1,001 – $15,000 in shares of Intuitive Surgical (NASDAQ:ISRG) on 4/7/2025.
• Sold $1,001 – $15,000 in shares of Howmet Aerospace (NYSE:HWM) on 4/7/2025.
• Sold $1,001 – $15,000 in shares of Carlisle Companies (NYSE:CSL) on 4/7/2025.

UnitedHealth Group Trading Down 11.1%

Shares of UnitedHealth Group stock opened at $273.96 on Friday. The firm has a 50-day simple moving average of $474.72 and a two-hundred day simple moving average of $515.82. The company has a market cap of $248.52 billion, a P/E ratio of 17.67, a price-to-earnings-growth ratio of 1.37 and a beta of 0.56. UnitedHealth Group Incorporated has a fifty-two week low of $248.88 and a fifty-two week high of $630.73. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.91 and a current ratio of 0.83.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Thursday, April 17th. The healthcare conglomerate reported $7.20 earnings per share for the quarter, missing the consensus estimate of $7.29 by ($0.09). UnitedHealth Group had a return on equity of 26.69% and a net margin of 3.60%. The company had revenue of $109.58 billion for the quarter, compared to analyst estimates of $111.56 billion. During the same quarter last year, the company earned $6.91 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 18th. Shareholders of record on Monday, March 10th were given a $2.10 dividend. The ex-dividend date was Monday, March 10th. This represents a $8.40 dividend on an annualized basis and a dividend yield of 3.07%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 35.18%.

Hedge Funds Weigh In On UnitedHealth Group

A number of hedge funds have recently made changes to their positions in UNH. Norges Bank purchased a new position in UnitedHealth Group in the 4th quarter valued at approximately $6,375,744,000. GAMMA Investing LLC boosted its position in UnitedHealth Group by 56,142.1% in the 1st quarter. GAMMA Investing LLC now owns 8,295,153 shares of the healthcare conglomerate’s stock valued at $4,344,586,000 after buying an additional 8,280,404 shares during the period. Nuveen LLC purchased a new position in UnitedHealth Group in the 1st quarter valued at approximately $3,846,764,000. Vanguard Group Inc. boosted its position in UnitedHealth Group by 6.6% in the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate’s stock valued at $47,519,620,000 after buying an additional 5,583,343 shares during the period. Finally, Raymond James Financial Inc. acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at $1,914,740,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on UNH. Royal Bank of Canada reduced their price target on shares of UnitedHealth Group from $655.00 to $525.00 and set an “outperform” rating for the company in a research report on Wednesday, April 23rd. HSBC reaffirmed a “hold” rating and set a $490.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, April 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $700.00 price objective on shares of UnitedHealth Group in a research note on Friday, January 17th. Erste Group Bank cut shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, April 30th. Finally, StockNews.com raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Thursday, January 23rd. Six investment analysts have rated the stock with a hold rating, eighteen have assigned a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $508.38.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older addressing their needs; Medicaid plans, children's health insurance and health care programs; and health and dental benefits, and hospital and clinical services, as well as health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.