UnitedHealth Group Incorporated $UNH Shares Sold by CI Investments Inc.

Key Points

• CI Investments Inc. cut its UnitedHealth stake sharply in the first quarter, selling 480,706 shares and reducing its position by 62.9%. It still held 283,437 shares worth about $76.7 million at quarter-end.
• Analysts remain broadly bullish on UNH, with several firms raising price targets, including JPMorgan to $516 and UBS to $490. The stock currently has a consensus rating of Moderate Buy and an average target price of $455.92.
• UnitedHealth posted strong quarterly results, beating EPS estimates with $6.38 per share versus $4.94 expected and slightly topping revenue forecasts. The company also raised its quarterly dividend to $2.32 per share and reiterated upbeat guidance.

CI Investments Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 62.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 283,437 shares of the healthcare conglomerate's stock after selling 480,706 shares during the quarter. CI Investments Inc.'s holdings in UnitedHealth Group were worth $76,695,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Founders Capital Management LLC grew its stake in UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after acquiring an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC boosted its holdings in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after purchasing an additional 29 shares during the last quarter. Successful Portfolios LLC grew its position in shares of UnitedHealth Group by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after purchasing an additional 30 shares in the last quarter. Bell Investment Advisors Inc lifted its position in UnitedHealth Group by 14.4% during the first quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate's stock worth $67,000 after buying an additional 31 shares in the last quarter. Finally, McLean Asset Management Corp boosted its stake in UnitedHealth Group by 1.6% during the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate's stock worth $670,000 after buying an additional 32 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently commented on UNH. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $466.00 to $516.00 and gave the stock an "overweight" rating in a report on Tuesday. UBS Group raised their price objective on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Mizuho boosted 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. DA Davidson set a $512.00 price target on shares of UnitedHealth Group in a report on Tuesday. Finally, Royal Bank Of Canada upped their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $455.92.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Trading Up 3.5%

Shares of UNH stock opened at $436.19 on Wednesday. The company has a 50-day moving average of $406.35 and a two-hundred day moving average of $343.75. The firm has a market cap of $396.12 billion, a PE ratio of 28.07, a price-to-earnings-growth ratio of 1.47 and a beta of 0.62. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period in the prior year, the business posted $4.08 EPS. The business's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.59 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.1%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is presently 59.72%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth was upgraded to Zacks Rank #1 (Strong Buy), signaling improving earnings expectations and adding to bullish sentiment around the stock. Article Title
• Positive Sentiment: JPMorgan raised its price target on UNH to $516 and reiterated an Overweight rating, reinforcing the view that the stock still has meaningful upside after its recent rally. Article Title
• Positive Sentiment: Several articles highlighted UnitedHealth’s strong Q2 performance, including better-than-expected earnings, raised guidance, and a larger share buyback authorization, all of which support the bullish case. Article Title
• Positive Sentiment: Reports framed UNH as a defensive healthcare leader benefiting from market rotation away from AI stocks, with analysts also calling it a strong momentum name and a stable dividend pick. Article Title
• Neutral Sentiment: The House passed a bill focused on provider accountability and fraud prevention in federal health programs; the article noted UNH could be affected by tighter oversight, but the near-term stock impact is unclear. Article Title

UnitedHealth Group Profile

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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