UnitedHealth Group Incorporated $UNH Shares Sold by WoodTrust Financial Corp

WoodTrust Financial Corp trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 49.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 14,554 shares of the healthcare conglomerate’s stock after selling 14,315 shares during the period. WoodTrust Financial Corp’s holdings in UnitedHealth Group were worth $5,342,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in UNH. BlackRock Inc. boosted its holdings in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. State Street Corp lifted its holdings in UnitedHealth Group by 0.7% during the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock worth $18,966,555,000 after buying an additional 301,081 shares during the last quarter. Bank of America Corp DE boosted its holdings in UnitedHealth Group by 21.8% in the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after purchasing an additional 2,097,859 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in UnitedHealth Group by 6.1% during the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after purchasing an additional 616,723 shares in the last quarter. Finally, Wellington Management Group LLP boosted its holdings in shares of UnitedHealth Group by 5.8% in the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after buying an additional 583,536 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have issued reports on UNH shares. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Truist Financial boosted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Evercore raised their price target on UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Weiss Ratings downgraded UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Finally, Argus lifted their target price on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a report on Monday, July 20th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $462.59.

UnitedHealth Group Stock Performance

UnitedHealth Group stock traded up $7.86 during trading hours on Friday, reaching $378.81. 3,655,569 shares of the stock were exchanged, compared to its average volume of 7,338,250. The stock has a market cap of $340.02 billion, a P/E ratio of 24.30, a P/E/G ratio of 1.41 and a beta of 0.60. The firm’s 50 day moving average is $389.50 and its 200 day moving average is $380.30. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 EPS. The firm’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the business’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 sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $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 available through this hyperlink. Insiders own 0.19% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s investment case is improving if management can sustain recent profitability gains. Analysts point to cost controls, the exit from unprofitable business lines, strong cash flow, and possible margin expansion despite flat revenue and shrinking membership. The stock trades at a valuation below its historical average, leaving room for a re-rating if the turnaround continues. UnitedHealth: A Beat Is Priced In, But There’s Room For Surprise
• Positive Sentiment: Wall Street expects a substantial year-over-year increase in third-quarter earnings, with consensus estimates around $4.12–$4.15 per share on approximately $111 billion in revenue. Better-than-expected results or an increase in full-year guidance could support the shares. UnitedHealth Gears Up for Q3 Earnings
• Neutral Sentiment: UnitedHealth is scheduled to report third-quarter results before the market opens on October 13. The report will be important for assessing medical-cost trends, membership, margins, cash flow, and whether the company can maintain its 2026 earnings guidance. UnitedHealth Earnings Date
• Neutral Sentiment: New Medicare Advantage star-rating results are reshuffling the managed-care landscape. Humana benefited while CVS declined, but UnitedHealth was described as holding steady, suggesting limited immediate impact from the ratings changes. Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more limited near-term upside even as the analyst maintains a constructive view. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: Medicare Advantage plans with top ratings reportedly fell 18% after a CMS methodology reshuffle. Although the change may not reflect actual care quality, it could affect member enrollment, bonuses, reimbursement, and profitability across insurers, creating uncertainty for UnitedHealth’s government-services business. Medicare Advantage Plan Ratings Reshuffle

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.