12,024 UnitedHealth Group Incorporated $UNH Shares Sold by Gradient Investments LLC

Key Points

• Gradient Investments reduced its UnitedHealth Group position by 8.6%, selling 12,024 shares and retaining 127,787 shares valued at approximately $46.9 million. Institutional investors still own 87.86% of the company.
• UnitedHealth shares traded at $372, below their 50-day average of $390.52, while the company reported quarterly EPS of $6.38, exceeding analyst estimates of $4.94, and revenue of $112.03 billion.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $465.75. UnitedHealth also pays a quarterly dividend of $2.32 per share, equivalent to a 2.5% annualized yield.

Gradient Investments LLC cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 8.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 127,787 shares of the healthcare conglomerate's stock after selling 12,024 shares during the quarter. Gradient Investments LLC's holdings in UnitedHealth Group were worth $46,908,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Wellington Altus USA Inc. raised its position in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate's stock worth $28,000 after purchasing an additional 33 shares during the period. Security National Bank of SO Dak purchased a new stake in UnitedHealth Group during the 2nd quarter valued at about $29,000. Aberdeen Wealth Management LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth approximately $31,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group in the 4th quarter worth $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

NYSE UNH traded down $3.98 during trading hours on Thursday, hitting $372.00. The company's stock had a trading volume of 1,836,805 shares, compared to its average volume of 7,329,098. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The company has a market cap of $333.90 billion, a P/E ratio of 23.96, a price-to-earnings-growth ratio of 1.41 and a beta of 0.60. The company's 50 day simple moving average is $390.52 and its two-hundred day simple moving average is $379.64. 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 announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the business posted $4.08 earnings per share. The business's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group's dividend payout ratio is 59.72%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Cantor Fitzgerald upped their price target on UnitedHealth Group from $440.00 to $495.00 and gave the company an "overweight" rating in a research report on Friday, July 17th. Deutsche Bank Aktiengesellschaft raised their price target on UnitedHealth Group from $370.00 to $467.00 and gave the stock a "hold" rating in a research note on Friday, July 17th. Royal Bank Of Canada upped their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a report on Friday, July 17th. UBS Group raised their price objective on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a report on Friday, July 17th. Finally, HSBC increased their target price on UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a research report on Monday, July 6th. Twenty investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of "Moderate Buy" and an average target price of $465.75.

Insider Activity

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

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s valuation has reset substantially after a difficult period, with its lower price-to-earnings multiple prompting some investors to view the stock as undervalued if earnings stabilize and Medicare Advantage margins recover. UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?
• Positive Sentiment: Analysts and investors are closely watching UnitedHealth ahead of its third-quarter report, suggesting that expectations for a potential earnings improvement remain an important catalyst for the stock. The company’s latest quarter exceeded consensus EPS and revenue estimates. Stay Ahead of the Game With UnitedHealth Q3 Earnings
• Neutral Sentiment: Third-quarter results will be judged on medical-cost trends, Medicare Advantage margins, membership changes and operating performance—not simply revenue and EPS. Investors are looking for evidence that recent margin pressure is temporary and that the company can maintain its full-year outlook. UnitedHealth Q3 Coming Up: Two Questions Investors Can’t Ignore
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention, but the coverage largely reflects debate over whether the stock’s depressed valuation represents an opportunity or a signal of continued fundamental risk. UnitedHealth Group Is Attracting Investor Attention
• Negative Sentiment: A recent rating downgrade highlights a weak spot in UnitedHealth’s recovery and reinforces concerns that higher medical expenses or slower improvement in Medicare Advantage could limit earnings momentum. UnitedHealth’s Recovery Has One Weak Spot
• Negative Sentiment: Reports about Medicare plan closures and potential member disruption add reputational and enrollment risk, while investors remain concerned that membership losses could make margin improvement harder to achieve. Medicare Plans Are Shutting Down

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.

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