UnitedHealth Group Incorporated $UNH Shares Sold by Engineers Gate Manager LP

Key Points

• Engineers Gate Manager LP cut its UnitedHealth stake by 46.5% in the second quarter, selling 9,909 shares and retaining 11,419 shares valued at approximately $4.75 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth’s CEO Patrick Conway sold 1,169 shares for about $455,910, reducing his holdings by 7.09%; company insiders own just 0.19% of the stock.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $456.56 price target, while the company reported quarterly EPS of $6.38—above estimates—and declared a quarterly dividend of $2.32 per share.

Engineers Gate Manager LP lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 46.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,419 shares of the healthcare conglomerate's stock after selling 9,909 shares during the period. Engineers Gate Manager LP's holdings in UnitedHealth Group were worth $4,746,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of UNH. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $25,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group during the 4th quarter worth approximately $29,000. Wilkerson Advisory Group LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at $30,000. Finally, Aberdeen Wealth Management LLC purchased a new position in shares of UnitedHealth Group during the second quarter valued at $31,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Barclays maintained its Buy rating on UnitedHealth, signaling continued confidence in the company’s long-term outlook. Barclays Sticks to Their Buy Rating for UnitedHealth
• Positive Sentiment: Unusual options activity was bullish in tone, with investors purchasing substantially more UNH call options than the stock’s typical daily volume. This may indicate speculative expectations for a rebound, though options activity is not a guarantee of future performance.
• Positive Sentiment: UnitedHealth’s agreement with TPG to reshape Florida WellMed operations is intended to add local support and investment while helping Optum pursue faster growth and improved profitability. UnitedHealth Reshapes Florida WellMed Operations With TPG Deal
• Neutral Sentiment: UnitedHealthcare’s planned reduction of prior-authorization requirements could simplify care and lower administrative costs, but investors will watch whether the change improves member satisfaction without materially increasing medical expenses. The company plans to eliminate requirements for 30% of services by the end of 2026. UnitedHealth is Removing More Prior Authorizations
• Neutral Sentiment: UnitedHealth continues to be highlighted among profitable companies, while its dividend remains part of the investor appeal. However, these features have not prevented near-term selling pressure. 3 Profitable Stocks to Keep an Eye On
• Negative Sentiment: UNH declined even as the broader market advanced, suggesting company-specific concerns or profit-taking are weighing on sentiment. The stock remains below its 50-day moving average, although it is above its 200-day average. UnitedHealth Group Stock Drops Despite Market Gains

Analysts Set New Price Targets

Several equities analysts have weighed in on UNH shares. Wells Fargo & Company upped their target price on UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a report on Monday, July 13th. Bank of America reiterated a "buy" rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Oppenheimer boosted their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a report on Friday, July 17th. HSBC lifted their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a research report on Monday, July 6th. Finally, Zacks Research upgraded UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus price target of $456.56.

UnitedHealth Group Stock Performance

UNH opened at $378.83 on Friday. The stock has a 50-day moving average of $408.58 and a 200-day moving average of $367.71. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a market cap of $340.03 billion, a PE ratio of 24.38, a price-to-earnings-growth ratio of 1.43 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company's revenue was up .4% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is currently 59.72%.

About UnitedHealth Group

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.

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