Gateway Investment Advisers LLC Sells 3,799 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Gateway Investment Advisers LLC trimmed its UnitedHealth (UNH) stake by 1.9%, selling 3,799 shares and ending the quarter with 199,655 shares worth about $65.91 million.
• Company fundamentals and analyst sentiment are positive: UNH beat Q1 estimates (EPS $7.23 vs. $6.76), raised FY‑2026 guidance to ~18.25 EPS, and saw bullish support including Goldman Sachs adding it to its U.S. Conviction List and a consensus target near $378.88.
• Operational and ownership notes: UnitedHealthcare will drop prior‑authorization for roughly 30% of services (reducing admin friction), insiders own just 0.28% (CEO sold 800 shares), and institutional investors hold about 87.86% of the stock.

Gateway Investment Advisers LLC lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 199,655 shares of the healthcare conglomerate's stock after selling 3,799 shares during the quarter. Gateway Investment Advisers LLC's holdings in UnitedHealth Group were worth $65,908,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the stock. Guerra Advisors Inc acquired a new stake in shares of UnitedHealth Group during the third quarter worth $1,059,000. Phoenix Financial Ltd. raised its stake in UnitedHealth Group by 111.5% in the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock worth $14,282,000 after acquiring an additional 22,137 shares during the last quarter. Money Concepts Capital Corp grew its stake in UnitedHealth Group by 59.1% during the 3rd quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock valued at $4,275,000 after purchasing an additional 4,600 shares during the last quarter. Public Sector Pension Investment Board raised its stake in shares of UnitedHealth Group by 43.1% in the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate's stock worth $99,147,000 after purchasing an additional 86,432 shares during the last quarter. Finally, Compass Wealth Management LLC purchased a new stake in UnitedHealth Group in the third quarter valued at approximately $13,691,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, a move that can reduce administrative friction, improve member/provider experience and potentially cut costs over time — a clear operational positive for UNH. UnitedHealthcare removes prior approval requirements for 30% of healthcare services
• Positive Sentiment: Goldman Sachs added UNH to its U.S. Conviction List and maintained a $435 price target, signaling confidence from a major institutional desk that the company may be nearing the bottom of its underwriting cycle. Goldman Sachs Names UnitedHealth (UNH) to Conviction List, Keeps $435 Price Target
• Positive Sentiment: Investors are still digesting UNH’s strong Q1 results and the company’s raised 2026 guidance — earnings momentum and an improved profit footing remain central bullish drivers. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge
• Positive Sentiment: Analyst model revisions and shareholder-friendly actions support the case for upside: Zacks raised several near-term estimates (including FY‑2026) and analysts/narratives note increased buybacks as management signaling shares are attractive. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Positive results from other healthcare companies (Tenet, CVS) underline industrywide improvement in utilization and pricing dynamics — a supportive backdrop for insurers like UNH but indirect in impact. THC Beats Q1 Earnings Estimates on Strong Ambulatory Growth, Ups '26 EPS View CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
• Negative Sentiment: Major outlets caution that Q1 medical-cost data are incomplete due to claims lag; Q2 will be the true test for underwriting recovery — if costs re-accelerate, margin pressure could re-emerge. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Governance issues (a shareholder proposal to require an independent board chair) are being debated and could influence investor focus on oversight, but the near-term financial impact is unclear. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of several research reports. Robert W. Baird lifted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a research note on Wednesday, April 22nd. TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research report on Thursday, April 23rd. Jefferies Financial Group increased their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a research report on Monday, April 20th. Wells Fargo & Company upped their target price on UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Finally, Royal Bank Of Canada lifted their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $378.88.

UnitedHealth Group Trading Up 0.9%

Shares of UnitedHealth Group stock opened at $367.11 on Thursday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $395.52. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The company has a market cap of $333.41 billion, a P/E ratio of 27.73, a price-to-earnings-growth ratio of 1.57 and a beta of 0.64. The firm has a 50-day simple moving average of $302.62 and a two-hundred day simple moving average of $316.89.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the business earned $7.20 EPS. UnitedHealth Group'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. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's dividend payout ratio (DPR) is currently 66.77%.

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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