UnitedHealth Group Incorporated $UNH Shares Sold by Boston Trust Walden Corp

Key Points

• Boston Trust Walden Corp cut its UnitedHealth stake by 8.9% in the third quarter, selling 13,486 shares; it retained 138,405 shares valued at about $50.8 million.
• UnitedHealth beat quarterly earnings and revenue estimates, reporting EPS of $4.69 and revenue of $112.72 billion, although revenue declined 0.4% year over year. Analysts’ consensus rating was Moderate Buy, with an average price target of $463.93.
• The company declared a quarterly dividend of $2.32 per share ($9.28 annualized), representing a reported 2.3% yield.

Boston Trust Walden Corp lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 8.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 138,405 shares of the healthcare conglomerate's stock after selling 13,486 shares during the period. Boston Trust Walden Corp's holdings in UnitedHealth Group were worth $50,806,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Chicago Partners Investment Group LLC grew its position in UnitedHealth Group by 17.3% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 8,698 shares of the healthcare conglomerate's stock valued at $3,636,000 after buying an additional 1,285 shares during the last quarter. Richardson Financial Services Inc. raised its position in UnitedHealth Group by 10.9% during the 3rd quarter. Richardson Financial Services Inc. now owns 774 shares of the healthcare conglomerate's stock worth $284,000 after buying an additional 76 shares during the last quarter. Signet Investment Advisory Group Inc. lifted its stake in shares of UnitedHealth Group by 2.9% in the 3rd quarter. Signet Investment Advisory Group Inc. now owns 10,204 shares of the healthcare conglomerate's stock worth $3,746,000 after acquiring an additional 290 shares during the period. 3Chopt Investment Partners LLC lifted its stake in shares of UnitedHealth Group by 11.3% in the 3rd quarter. 3Chopt Investment Partners LLC now owns 3,766 shares of the healthcare conglomerate's stock worth $1,383,000 after acquiring an additional 382 shares during the period. Finally, Team Financial Group LLC acquired a new position in shares of UnitedHealth Group during the third quarter worth about $129,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.19% of the stock is currently owned by company insiders.

Key UnitedHealth Group News

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

• Positive Sentiment: Healthcare-sector strength, reportedly lifted by CVS’s better-than-expected results, helped support UNH shares. UnitedHealth Gains as CVS Earnings Beat Lifts Managed-Care Sector
• Positive Sentiment: UnitedHealth’s board declared a quarterly dividend of $2.32 per share—$9.28 annualized, equivalent to a reported 2.3% yield. Shareholders of record December 7 are due payment December 15. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Negative Sentiment: Sen. Elizabeth Warren renewed calls for scrutiny of UnitedHealth’s scale following its Amedisys deal, arguing the acquisition increases its influence over care and costs. Mark Cuban also warned that AI could disrupt large healthcare companies, explicitly including UNH. These are potential longer-term regulatory and business-model risks, not announcements of new action against the company. UnitedHealth Draws Breakup Pressure as AI Threat Enters the Story

Analysts Set New Price Targets

A number of equities research analysts recently commented on UNH shares. Piper Sandler raised their price objective on shares of UnitedHealth Group from $502.00 to $504.00 and gave the company an "overweight" rating in a research report on Wednesday, October 14th. Mizuho increased their target price on UnitedHealth Group from $493.00 to $500.00 and gave the stock an "outperform" rating in a research note on Thursday, October 22nd. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. Truist Financial lifted their price target on UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. Finally, Erste Group Bank cut UnitedHealth Group from a "buy" rating to a "hold" rating in a research report on Thursday, August 27th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus target price of $463.93.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $409.63 on Thursday. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a market capitalization of $367.68 billion, a price-to-earnings ratio of 19.82, a PEG ratio of 1.46 and a beta of 0.51. The stock has a fifty day moving average of $390.73 and a two-hundred day moving average of $363.43. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. The business had revenue of $112.72 billion for the quarter, compared to the consensus estimate of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business's revenue was down .4% on a year-over-year basis. During the same period in the prior year, the business earned $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group's dividend payout ratio (DPR) is currently 53.00%.

UnitedHealth Group Company Profile

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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