UnitedHealth Group Incorporated $UNH Shares Sold by Allspring Global Investments Holdings LLC

Key Points

• Allspring Global Investments cut its UnitedHealth Group stake by 20.5% in the first quarter, selling 32,320 shares and leaving it with 125,298 shares valued at about $34.3 million.
• UnitedHealth recently posted a strong quarter, beating earnings and revenue estimates and raising its 2026 profit outlook, which helped support a wave of higher analyst price targets.
• The company also boosted its quarterly dividend to $2.32 per share and doubled its 2026 share repurchase target to at least $5 billion, signaling confidence in future cash generation.

Allspring Global Investments Holdings LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 20.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 125,298 shares of the healthcare conglomerate's stock after selling 32,320 shares during the quarter. Allspring Global Investments Holdings LLC's holdings in UnitedHealth Group were worth $34,329,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in UNH. Vanguard Group Inc. lifted its position in shares of UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after buying an additional 995,210 shares during the last quarter. State Street Corp boosted its holdings in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock valued at $14,931,592,000 after acquiring an additional 1,119,834 shares in the last quarter. Capital World Investors raised its holdings in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock worth $7,457,723,000 after purchasing an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock valued at $6,215,660,000 after purchasing an additional 680,077 shares in the last quarter. Finally, Capital International Investors raised its stake in shares of UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock worth $6,158,734,000 after buying an additional 1,155,162 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 completion of the sale, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.28% of the stock is owned by company insiders.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

UnitedHealth Group Stock Up 0.1%

Shares of NYSE:UNH opened at $426.39 on Monday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The company has a market cap of $387.23 billion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.67 and a beta of 0.62. The firm has a 50 day simple moving average of $404.81 and a 200 day simple moving average of $342.37.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the company earned $4.08 earnings per share. The company's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 18.77 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is currently 59.72%.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on UNH. Truist Financial lifted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a report on Tuesday, July 14th. UBS Group raised their price objective on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a research report on Friday. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an "overweight" rating in a report on Monday, June 8th. Piper Sandler set a $477.00 price target on shares of UnitedHealth Group in a research report on Thursday. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $447.29.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.