413,410 UnitedHealth Group Incorporated $UNH Shares Sold by International Assets Investment Management LLC

Key Points

• International Assets Investment Management cut its UnitedHealth stake by 97.1% in the third quarter, selling 413,410 shares and ending the period with 12,281 shares worth about $4.5 million.
• Other major institutions increased holdings, and institutional investors and hedge funds collectively owned 87.86% of the company’s shares.
• UnitedHealth beat third-quarter earnings and revenue expectations, reporting adjusted EPS of $4.69; it also declared a quarterly dividend of $2.32 per share.

International Assets Investment Management LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 97.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,281 shares of the healthcare conglomerate's stock after selling 413,410 shares during the quarter. International Assets Investment Management LLC's holdings in UnitedHealth Group were worth $4,485,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. BlackRock Inc. raised its holdings 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 worth $31,946,594,000 after acquiring an additional 3,395,530 shares during the last quarter. State Street Corp lifted its position 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 valued at $18,966,555,000 after acquiring an additional 301,081 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in shares of 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 valued at $4,449,317,000 after acquiring an additional 616,723 shares during the last quarter. Wellington Management Group LLP increased its position in UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate's stock worth $4,436,923,000 after purchasing an additional 583,536 shares in the last quarter. Finally, Corient Private Wealth LP increased its position in UnitedHealth Group by 1,443.7% during the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate's stock worth $3,510,920,000 after purchasing an additional 7,900,011 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

More UnitedHealth Group News

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 at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction on 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 directly 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 filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Down 0.4%

Shares of NYSE:UNH opened at $394.14 on Friday. The stock's 50-day moving average price is $390.62 and its two-hundred day moving average price is $364.03. The company has a current ratio of 0.74, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The firm has a market cap of $353.16 billion, a price-to-earnings ratio of 22.51, a PEG ratio of 1.43 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, beating analysts' consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The company had revenue of $112.72 billion during the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the company posted $2.59 EPS. The company's quarterly revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

A number of research firms have issued reports on UNH. KeyCorp restated an "overweight" rating on shares of UnitedHealth Group in a report on Wednesday, October 14th. Piper Sandler lifted their price target on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an "overweight" rating in a report on Wednesday, October 14th. New Street Research set a $402.00 price objective on shares of UnitedHealth Group in a research report on Friday, October 9th. Deutsche Bank Aktiengesellschaft raised their target price on shares of UnitedHealth Group from $370.00 to $467.00 and gave the stock a "hold" rating in a research report on Friday, July 17th. Finally, DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $463.93.

UnitedHealth Group Company 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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