Alyeska Investment Group L.P. Sells 102,292 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Alyeska Investment Group cut its UnitedHealth stake by 95.8% in the second quarter, selling 102,292 shares and retaining 4,458 shares valued at approximately $1.85 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly adjusted earnings of $6.38 per share, exceeding estimates of $4.94, while revenue reached $112.03 billion. The company reaffirmed fiscal 2026 EPS guidance of $19.50–$20.00.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $456.56. UnitedHealth also declared a quarterly dividend of $2.32 per share, equivalent to a 2.3% annual yield.

Alyeska Investment Group L.P. reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 95.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,458 shares of the healthcare conglomerate's stock after selling 102,292 shares during the period. Alyeska Investment Group L.P.'s holdings in UnitedHealth Group were worth $1,853,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. PBCay One RSC Ltd bought a new position in shares of UnitedHealth Group during the first quarter valued at $14,343,000. Lee Johnson Capital Management LLC bought a new position in UnitedHealth Group during the 2nd quarter worth $6,180,000. Vaughan David Investments LLC IL grew its position in shares of UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock valued at $49,772,000 after buying an additional 3,934 shares during the last quarter. Kinsale Capital Group Inc. increased its stake in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after buying an additional 4,557 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its stake in shares of UnitedHealth Group by 1,287.2% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock worth $16,241,000 after acquiring an additional 55,695 shares during the period. Institutional investors own 87.86% of the company's stock.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh 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 transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Up 1.8%

UNH stock opened at $396.23 on Wednesday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The stock's 50 day simple moving average is $412.68 and its 200 day simple moving average is $362.36. The company has a market cap of $355.65 billion, a P/E ratio of 25.50, a price-to-earnings-growth ratio of 1.47 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company's quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on UNH shares. UBS Group raised their price target 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. Mizuho lifted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research note on Monday, July 20th. Zacks Research raised shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Bank of America reissued a "buy" rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Finally, DA Davidson set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $456.56.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company's benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

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