Atalanta Sosnoff Capital LLC Sells 12,859 Shares of UnitedHealth Group Incorporated $UNH

Atalanta Sosnoff Capital LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 11.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 95,056 shares of the healthcare conglomerate's stock after selling 12,859 shares during the quarter. Atalanta Sosnoff Capital LLC's holdings in UnitedHealth Group were worth $31,379,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at $26,000. Anfield Capital Management LLC increased its stake in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its stake in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Performance

NYSE UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. The company has a market cap of $370.83 billion, a P/E ratio of 30.84, a P/E/G ratio of 1.63 and a beta of 0.64. The business's 50 day moving average price is $362.28 and its 200-day moving average price is $326.85. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter last year, the company earned $7.20 earnings per share. The firm's revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. UnitedHealth Group's dividend payout ratio (DPR) is presently 66.77%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Wall Street Analysts Forecast Growth

UNH has been the subject of several recent analyst reports. Argus upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price for the company in a research note on Wednesday, April 22nd. Cantor Fitzgerald reiterated an "overweight" rating on shares of UnitedHealth Group in a research report on Thursday. Weiss Ratings raised UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, May 7th. Robert W. Baird raised their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an "underperform" rating in a research note on Wednesday, April 22nd. Finally, Truist Financial raised their price target on UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research note on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $407.17.

UnitedHealth Group Company 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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