Seilern Investment Management Ltd Sells 29,035 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Seilern Investment Management reduced its UnitedHealth Group stake by 18.1%, selling 29,035 shares and retaining 130,988 shares valued at approximately $48.1 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly earnings of $4.69 per share, beating analyst expectations of $4.14, while revenue declined 0.4% year over year. Management raised its 2026 adjusted earnings outlook to at least $20.50 per share.
• UNH shares recently traded near $377, below the analyst consensus price target of $462.59; analysts maintain a “Moderate Buy” consensus. The company also pays a quarterly dividend of $2.32, equivalent to a 2.5% annual yield.

Seilern Investment Management Ltd lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 18.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 130,988 shares of the healthcare conglomerate's stock after selling 29,035 shares during the quarter. UnitedHealth Group comprises about 6.0% of Seilern Investment Management Ltd's holdings, making the stock its 7th biggest holding. Seilern Investment Management Ltd's holdings in UnitedHealth Group were worth $48,083,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in UNH. Sax Wealth Advisors LLC boosted its holdings in shares of UnitedHealth Group by 3.4% in the 3rd quarter. Sax Wealth Advisors LLC now owns 2,378 shares of the healthcare conglomerate's stock valued at $873,000 after buying an additional 78 shares in the last quarter. NorthCrest Asset Manangement LLC lifted its position in UnitedHealth Group by 41.3% in the third quarter. NorthCrest Asset Manangement LLC now owns 24,897 shares of the healthcare conglomerate's stock valued at $9,235,000 after acquiring an additional 7,273 shares during the last quarter. Tilia Fiduciary Partners Inc. lifted its position in UnitedHealth Group by 3.1% in the third quarter. Tilia Fiduciary Partners Inc. now owns 7,237 shares of the healthcare conglomerate's stock valued at $2,657,000 after acquiring an additional 217 shares during the last quarter. Argus Investors Counsel Inc. acquired a new position in UnitedHealth Group in the third quarter valued at $419,000. Finally, Castleview Partners LLC grew its holdings in shares of UnitedHealth Group by 3.4% during the third quarter. Castleview Partners LLC now owns 9,191 shares of the healthcare conglomerate's stock worth $3,374,000 after purchasing an additional 303 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

Shares of NYSE UNH traded down $1.10 during midday trading on Tuesday, reaching $377.42. 8,050,377 shares of the company were exchanged, compared to its average volume of 7,353,724. The stock has a market cap of $338.77 billion, a P/E ratio of 24.30, a PEG ratio of 1.43 and a beta of 0.60. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The stock has a fifty day simple moving average of $388.03 and a 200 day simple moving average of $381.81. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts' consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%. During the same quarter in the previous year, the business posted $2.59 earnings per share. The firm's revenue was down .4% compared to the same quarter last year. On average, research analysts forecast that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is 59.72%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth reported adjusted earnings of $4.69 per share, well above estimates of roughly $4.12–$4.14 and substantially higher than the year-ago result. Revenue of approximately $112.7 billion also exceeded expectations. UnitedHealth Group tops estimates, hikes profit outlook
• Positive Sentiment: Third-quarter operating earnings increased 52% to $6.6 billion, supported by lower medical costs, tighter cost controls and improved execution across the insurance and Optum businesses. Management raised its 2026 adjusted earnings outlook to at least $20.50 per share, versus $18.15 in 2025. UnitedHealth raises 2026 earnings outlook
• Positive Sentiment: The results reinforce management’s turnaround strategy, including exiting unprofitable patient groups and improving operating discipline. Executives also suggested that investments in value-based care and artificial intelligence are beginning to contribute to performance. UnitedHealth: Huge Earnings Surprise
• Neutral Sentiment: Management indicated that Wall Street may be underestimating UnitedHealth’s 2027 earnings potential, but investors will likely need additional evidence that margin improvement can continue after the current recovery. UnitedHealth Says Wall Street May Be Underestimating Its 2027 Earnings Potential
• Negative Sentiment: Revenue was essentially flat year over year, with some reports showing a 0.4% decline, while Optum Health revenue slipped. Medical membership also fell, highlighting the trade-off between stronger margins and slower top-line growth. UnitedHealth’s Q3 2026 Sales Top Estimates
• Negative Sentiment: Although the earnings beat and guidance increase were significant, the initial enthusiasm faded, suggesting investors may have expected an even stronger outlook or more convincing evidence of sustained growth. UNH Earnings Beat and Raise Not Enough for Wall Street

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group 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 value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares of the company's stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company's stock.

Analyst Ratings Changes

UNH has been the subject of several research reports. UBS Group reissued an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday. Weiss Ratings raised UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday. Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research note on Friday, July 17th. HSBC increased their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a report on Monday, July 6th. Finally, Mizuho lifted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a report on Monday, July 20th. Twenty research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $462.59.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated NYSE: UNH is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.

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