UnitedHealth Group Incorporated $UNH Shares Sold by SmartHarvest Portfolios LLC

SmartHarvest Portfolios LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 53.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,315 shares of the healthcare conglomerate’s stock after selling 1,539 shares during the quarter. SmartHarvest Portfolios LLC’s holdings in UnitedHealth Group were worth $356,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Oberndorf William E acquired a new position in shares of UnitedHealth Group in the third quarter worth about $12,276,000. Griffith & Werner Inc. purchased a new stake in UnitedHealth Group during the 3rd quarter worth approximately $3,039,000. TIAA Trust National Association boosted its stake in shares of UnitedHealth Group by 38.6% during the 3rd quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock valued at $90,553,000 after buying an additional 73,030 shares during the last quarter. Nordea Investment Management AB increased its stake in shares of UnitedHealth Group by 4.2% in the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock worth $30,287,000 after buying an additional 3,720 shares during the last quarter. Finally, Rovida Advisors Inc. boosted its stake in UnitedHealth Group by 100.0% during the 3rd quarter. Rovida Advisors Inc. now owns 30,000 shares of the healthcare conglomerate’s stock valued at $10,358,000 after acquiring an additional 15,000 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. Robert W. Baird upped their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research note on Wednesday, April 22nd. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. TD Cowen reaffirmed a “buy” rating on shares of UnitedHealth Group in a report on Monday. Finally, Mizuho raised their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $410.79.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $427.47 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $427.93. The business’s fifty day moving average price is $383.92 and its two-hundred day moving average price is $332.44. The firm has a market capitalization of $388.21 billion, a PE ratio of 32.29, a P/E/G ratio of 1.67 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the firm posted $7.20 EPS. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

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.