2,621 UnitedHealth Group Incorporated $UNH Shares Sold by Beverly Hills Private Wealth LLC

Key Points

• Beverly Hills Private Wealth LLC cut its UnitedHealth stake by 17.5% in the third quarter, selling 2,621 shares. It held 12,378 shares worth about $4.54 million after the sale.
• Institutional investor activity was mixed: BlackRock, State Street and several other large firms increased their positions. Hedge funds and other institutional investors collectively own 87.86% of UnitedHealth’s stock.
• UnitedHealth reported quarterly adjusted EPS of $4.69, above the $4.14 consensus, and revenue of $112.72 billion. Analysts’ consensus rating was “Moderate Buy,” with an average price target of $463.93.

Beverly Hills Private Wealth LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 17.5% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,378 shares of the healthcare conglomerate's stock after selling 2,621 shares during the period. Beverly Hills Private Wealth LLC's holdings in UnitedHealth Group were worth $4,544,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in UNH. BlackRock Inc. boosted its position in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock valued at $31,946,594,000 after buying an additional 3,395,530 shares during the period. State Street Corp increased its holdings in shares of UnitedHealth Group by 0.7% in the second 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 period. Bank of America Corp DE increased its holdings in shares of 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 worth $3,169,606,000 after buying an additional 2,097,859 shares during the period. Bank of New York Mellon Corp lifted its stake in shares of UnitedHealth Group by 6.1% in the 2nd 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 acquiring an additional 616,723 shares during the last quarter. Finally, Wellington Management Group LLP lifted its stake 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 acquiring an additional 583,536 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

Insider Buying and Selling

In related news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer 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 legal filing with the SEC, which is available at this link. 0.19% of the stock is owned by insiders.

UnitedHealth Group Stock Down 0.0%

Shares of NYSE:UNH opened at $394.14 on Monday. The stock's 50-day moving average is $390.62 and its 200 day moving average is $364.03. The company has a market cap of $353.16 billion, a PE ratio of 22.51, a P/E/G ratio of 1.43 and a beta of 0.51. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released 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 business had revenue of $112.72 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%. The business's revenue was down .4% on a year-over-year basis. During the same quarter last year, the business posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's dividend payout ratio (DPR) is presently 53.00%.

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. New Street Research set a $402.00 price target on UnitedHealth Group in a research report on Friday, October 9th. Cantor Fitzgerald boosted their price objective on UnitedHealth Group from $440.00 to $495.00 and gave the company an "overweight" rating in a research report on Friday, July 17th. Weiss Ratings raised UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, October 8th. The Goldman Sachs Group raised their target price on shares of UnitedHealth Group from $435.00 to $490.00 and gave the stock a "buy" rating in a report on Friday, July 17th. Finally, Erste Group Bank downgraded shares of UnitedHealth Group from a "buy" rating to a "hold" rating in a research note on Thursday, August 27th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $463.93.

UnitedHealth Group Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.

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