UnitedHealth Group (NYSE:UNH) Stock Sale Revealed by Rep. Kevin Hern

Key Points

• Rep. Kevin Hern sold $15,001–$50,000 of UnitedHealth Group shares on September 23 from the Hern Family Foundation account, as part of several reported stock sales.
• UnitedHealth exceeded third-quarter expectations, reporting adjusted EPS of $4.69 versus $4.14 expected and revenue of $112.7 billion. Management raised its 2026 earnings guidance to at least $20.50 per share.
• Despite improving margins and positive analyst support, investors remain cautious because of Medicaid and commercial medical-cost pressures, lower membership, and questions about the durability of the recovery.

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of UnitedHealth Group Incorporated NYSE: UNH. In a filing disclosed on October 13th, the Representative disclosed that they had sold between $15,001 and $50,000 in UnitedHealth Group stock on September 23rd. The trade occurred in the Representative's "HERN FAMILY FOUNDATION" account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 - $50,000 in shares of NextEra Energy NYSE: NEE on 10/2/2026.
• Sold $15,001 - $50,000 in shares of Lockheed Martin NYSE: LMT on 9/23/2026.
• Sold $50,001 - $100,000 in shares of Devon Energy NYSE: DVN on 9/23/2026.
• Sold $15,001 - $50,000 in shares of Devon Energy NYSE: DVN on 9/23/2026.
• Sold $15,001 - $50,000 in shares of Starbucks NASDAQ: SBUX on 9/23/2026.
• Sold $50,001 - $100,000 in shares of Marsh & McLennan Companies NYSE: MRSH on 9/23/2026.
• Sold $1,001 - $15,000 in shares of Home Depot NYSE: HD on 9/23/2026.
• Sold $15,001 - $50,000 in shares of Chevron NYSE: CVX on 9/23/2026.
• Sold $1,001 - $15,000 in shares of Chubb NYSE: CB on 9/23/2026.
• Sold $15,001 - $50,000 in shares of Lockheed Martin NYSE: LMT on 9/17/2026.

UnitedHealth Group Price Performance

UNH opened at $396.02 on Thursday. The company has a fifty day simple moving average of $387.10 and a 200 day simple moving average of $383.47. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market cap of $355.46 billion, a P/E ratio of 18.51, a P/E/G ratio of 1.41 and a beta of 0.60. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion during the quarter, compared to analysts' expectations 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 for the quarter was down .4% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 20.00 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were paid a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is 59.72%.

Key UnitedHealth Group News

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

• Positive Sentiment: Q3 earnings beat expectations: UnitedHealth reported adjusted EPS of $4.69 versus consensus near $4.14 and revenue of $112.7 billion versus estimates of $111.3 billion. Operating earnings rose to $6.6 billion, supported by improved cost management and profitability. UnitedHealth Group tops estimates, hikes profit outlook
• Positive Sentiment: Higher 2026 guidance: Management now expects adjusted earnings of at least $20.50 per share, above its prior $19.50–$20.00 range and analyst expectations around $19.85–$19.86. UnitedHealth Group stock jumps on profit outlook raise
• Positive Sentiment: Margin recovery is gaining credibility: The medical care ratio improved to 88.4%, while pricing discipline, benefit changes, care-delivery initiatives and AI tools helped reduce administrative friction. Management described 2026 as a potential bottom for Medicaid margins and outlined 13%–16% long-term earnings growth, with stronger growth targeted for 2027. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Positive Sentiment: Analyst support: Piper Sandler raised its target to $504 and maintained an overweight rating. Mizuho also named UNH a top healthcare pick, while other bullish views point to Optum’s earnings contribution and potential recovery in underappreciated business lines. UnitedHealth Stock Moves Higher
• Neutral Sentiment: Analyst views remain mixed: Barclays trimmed its target to $440 while retaining overweight, and Baird lowered its target to $427 with a neutral rating. This suggests investors see meaningful upside but remain cautious about the pace and durability of the recovery. UnitedHealth Stock Forecast
• Negative Sentiment: Underlying pressures persist: Quarterly revenue was slightly below the prior year, while commercial medical costs and Medicaid profitability continue to pressure margins. Lower membership, the Medicare-related business reset and concerns that the earnings improvement may not yet be fully sustainable explain why the shares did not hold all of their initial gains. UnitedHealth Group Drops as Medicare Exit Clouds Q3 Beat

Insider Activity

In related news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group 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 directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.19% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a report on Tuesday, July 21st. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research report on Wednesday. JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an "overweight" rating in a research note on Tuesday, July 21st. Robert W. Baird cut their price target on shares of UnitedHealth Group from $453.00 to $427.00 and set a "neutral" rating on the stock in a report on Wednesday. Finally, Raymond James Financial increased their price objective on UnitedHealth Group from $370.00 to $460.00 and gave the company an "outperform" rating in a report on Tuesday, July 14th. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $461.83.

Institutional Investors Weigh In On UnitedHealth Group

Several institutional investors have recently bought and sold shares of the stock. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group in the fourth quarter worth approximately $27,000. Wellington Altus USA Inc. grew its stake in shares of UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock valued at $28,000 after buying an additional 33 shares during the last quarter. Lifetime Wealth Management P.C. purchased a new stake in shares of UnitedHealth Group during the fourth quarter valued at approximately $29,000. Security National Bank of SO Dak bought a new stake in UnitedHealth Group in the 2nd quarter worth $29,000. Finally, Aberdeen Wealth Management LLC purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $31,000. Institutional investors own 87.86% of the company's stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma's 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027. Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma's 1st Congressional District. He declared candidacy for the 2026 election. Kevin Hern went into business as a McDonald's franchisee in 1999. He acquired 10 McDonald's franchises by 2012. He served on the McDonald's National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

About UnitedHealth Group

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.

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