UnitedHealth Group Incorporated $UNH Position Cut by Bokf Na

Key Points

• Bokf Na reduced its UnitedHealth Group position by 5.5% in the third quarter, selling 3,251 shares and retaining 56,023 shares worth approximately $20.6 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth reported quarterly earnings of $4.69 per share, beating estimates of $4.14, while revenue reached $112.7 billion. The company maintained fiscal 2026 guidance of approximately $20.50 EPS and pays an annualized dividend of $9.28 per share, yielding about 2.3%.
• Analysts remain broadly positive, with 20 Buy ratings and eight Holds, producing a “Moderate Buy” consensus and an average price target of $463.93 versus the reported $406.81 share price.

Bokf Na lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 5.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 56,023 shares of the healthcare conglomerate's stock after selling 3,251 shares during the period. Bokf Na's holdings in UnitedHealth Group were worth $20,565,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. ICW Investment Advisors LLC bought a new position in shares of UnitedHealth Group in the third quarter valued at approximately $1,506,000. Pinnacle Wealth Planning Services Inc. raised its stake in shares of UnitedHealth Group by 3.0% in the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 4,556 shares of the healthcare conglomerate's stock worth $1,672,000 after buying an additional 133 shares in the last quarter. Lynx Investment Advisory lifted its holdings in shares of UnitedHealth Group by 24.3% in the third quarter. Lynx Investment Advisory now owns 1,722 shares of the healthcare conglomerate's stock valued at $632,000 after buying an additional 337 shares during the period. Laurel Wealth Advisors LLC acquired a new stake in shares of UnitedHealth Group in the third quarter valued at $130,000. Finally, Conning Inc. boosted its stake in UnitedHealth Group by 1.5% during the third quarter. Conning Inc. now owns 102,596 shares of the healthcare conglomerate's stock valued at $37,661,000 after buying an additional 1,483 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.19% of the company's stock.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $406.81 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market cap of $365.15 billion, a PE ratio of 23.23, a price-to-earnings-growth ratio of 1.51 and a beta of 0.60. The business has a fifty day simple moving average of $389.32 and a 200-day simple moving average of $361.74.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating the consensus estimate of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same period in the previous year, the firm earned $2.59 earnings per share. UnitedHealth Group's quarterly revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.62 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group's payout ratio is presently 53.00%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. Piper Sandler upped their price target on shares of UnitedHealth Group from $502.00 to $504.00 and gave the company an "overweight" rating in a report on Wednesday, October 14th. Morgan Stanley raised their target price on shares of UnitedHealth Group from $529.00 to $531.00 and gave the stock an "overweight" rating in a report on Tuesday. Argus lifted their price target on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a "buy" rating in a research report on Monday, July 20th. Evercore increased their price objective on UnitedHealth Group from $400.00 to $480.00 and gave the company an "outperform" rating in a research report on Tuesday, July 7th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on UnitedHealth Group from $370.00 to $467.00 and gave the stock a "hold" rating in a research report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $463.93.

More UnitedHealth Group News

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

• Positive Sentiment: Long-term earnings estimates increased. Zacks Research raised its FY2027 EPS forecast to $23.29 from $22.28 and its FY2028 estimate to $26.60 from $25.74, signaling improved expectations for UnitedHealth’s future profitability.
• Positive Sentiment: Morgan Stanley lifted its price target. The firm increased its target to $531 from $529 and maintained an “Overweight” rating, implying substantial potential upside from recent trading levels. Morgan Stanley Adjusts Price Target on UnitedHealth Group
• Neutral Sentiment: Near-term estimates were mixed. Zacks raised its Q2 2027 EPS forecast to $6.62 from $6.35, but slightly reduced its Q4 2026 estimate to $2.24 from $2.25. Zacks continues to rate UNH “Hold,” indicating limited conviction despite stronger longer-term projections.
• Neutral Sentiment: Fraud-prevention collaboration highlights operational opportunities. UnitedHealth and Codoxo plan to present AI-based methods for identifying healthcare fraud beyond traditional claims data. The initiative could support payment integrity and cost control, though it is not expected to materially affect near-term results. Codoxo and UnitedHealth Group fraud presentation
• Negative Sentiment: Investor uncertainty remains elevated. A law firm is soliciting shareholders over allegations concerning potential insider fiduciary-duty violations. The notice does not establish wrongdoing, but such announcements can add reputational and legal-risk concerns. UnitedHealth shareholder legal notice
• Negative Sentiment: Industry margin pressure remains a concern. A comparison with Molina Healthcare points to elevated medical costs and membership-related pressure across managed-care companies, factors that could weigh on UnitedHealth’s near-term margins even as its recent earnings exceeded expectations. Molina Healthcare versus Elevance Health and UnitedHealth

About UnitedHealth Group

UnitedHealth Group Incorporated NYSE: UNH is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.

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