Truist Financial Corp Has $86.79 Million Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Truist Financial Corp reduced its stake in UnitedHealth by 20%, selling 65,704 shares and leaving 262,898 shares valued at about $86.79 million at the end of the quarter.
• UnitedHealth beat quarterly expectations (EPS $7.23 vs. $6.76 est.; revenue $111.65B vs. $109.84B) and set FY2026 guidance of $18.25 EPS, while analysts hold a consensus of Moderate Buy with an average price target of $378.88 and several firms raising targets near $400.00.

Truist Financial Corp reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 20.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 262,898 shares of the healthcare conglomerate's stock after selling 65,704 shares during the quarter. Truist Financial Corp's holdings in UnitedHealth Group were worth $86,785,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Brighton Jones LLC lifted its position in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group during the second quarter valued at $340,000. Flow Traders U.S. LLC bought a new position in shares of UnitedHealth Group during the second quarter valued at $356,000. Finally, Jump Financial LLC bought a new position in shares of UnitedHealth Group during the second quarter valued at $377,000. 87.86% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have issued reports on UNH. Weiss Ratings cut UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, March 2nd. KeyCorp reissued an "overweight" rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target for the company in a report on Wednesday, April 22nd. Finally, Sanford C. Bernstein lifted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $378.88.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.28% of the company's stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $369.91 on Tuesday. The stock has a 50-day moving average price of $299.45 and a 200 day moving average price of $316.79. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market cap of $335.96 billion, a price-to-earnings ratio of 27.94, a PEG ratio of 1.59 and a beta of 0.64. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $409.70.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company's revenue was up 2.0% on a year-over-year basis. During the same period last year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is presently 66.77%.

About UnitedHealth Group

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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