UnitedHealth Group Incorporated $UNH Stock Sold by Chiron Capital Management LLC

Chiron Capital Management LLC decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 45.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,120 shares of the healthcare conglomerate’s stock after selling 1,801 shares during the quarter. Chiron Capital Management LLC’s holdings in UnitedHealth Group were worth $778,000 at the end of the most recent quarter.

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

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q3 earnings beat and guidance raise: UnitedHealth reported adjusted earnings of $4.69 per share, above the $4.14 consensus estimate, on revenue of $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, compared with its previous $19.50–$20.00 range. UnitedHealth Beats on Earnings, But Investors Question Growth Path
• Positive Sentiment: Improving profitability: The medical care ratio improved to 88.4%, while lower medical costs, pricing discipline and benefit changes supported a significant year-over-year increase in earnings. Optum also contributed $3.7 billion in operating earnings, reinforcing the view that the recovery is broadening. UnitedHealth Group Gains After Q3 Beat and Higher 2026 Outlook
• Positive Sentiment: Optimistic analyst views: Goldman Sachs raised its price target to $506, and Piper Sandler increased its target to $504 while maintaining an overweight rating. Analysts also cited faster-than-expected Medicare Advantage margin recovery and potential for stronger 2027 growth. Goldman Sachs Raises UNH Target Price to $506
• Neutral Sentiment: Mixed analyst positioning: TD Cowen reaffirmed a hold rating with a $402 target, while Barclays retained overweight at $440 and lowered its target slightly. This suggests much of the earnings improvement may already be reflected in the stock.
• Negative Sentiment: Growth concerns remain: Investors are questioning the sustainability of the recovery as membership declines, the company exits certain Medicare Advantage markets, and commercial medical costs and Medicaid pressures weigh on margins. Baird cut its target to $427 and assigned a neutral rating, while some commentary warned that improved results alone may not justify further upside. UnitedHealth Group FQ3 Earnings Positives Already Priced In

UnitedHealth Group Trading Up 3.8%

NYSE:UNH traded up $15.06 on Thursday, reaching $410.68. The company’s stock had a trading volume of 5,342,609 shares, compared to its average volume of 7,368,940. 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 price is $387.10 and its two-hundred day moving average price is $383.47. The firm has a market cap of $368.62 billion, a PE ratio of 23.55, a PEG ratio of 1.41 and a beta of 0.60. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The company had revenue of $112.70 billion for 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% compared to the same quarter last year. During the same quarter last year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 20.00 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.

Analyst Upgrades and Downgrades

UNH has been the subject of several recent research reports. Leerink Partners upped their target price on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Robert W. Baird reduced their price target on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating on the stock in a research report on Wednesday. Evercore upped their price objective on UnitedHealth Group from $400.00 to $480.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Oppenheimer increased their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Finally, Bank of America restated a “buy” rating and set a $450.00 target price on shares of UnitedHealth Group 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. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $461.48.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group 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.