UnitedHealth Group Incorporated $UNH Shares Sold by Investment House LLC

Key Points

• Investment House LLC reduced its UnitedHealth stake by 14.7% in the third quarter, selling 5,785 shares and retaining 33,604 shares valued at approximately $12.3 million. Institutional investors collectively own 87.86% of the company.
• Wall Street remains broadly positive: 20 analysts rate UnitedHealth a Buy and eight rate it a Hold, producing a “Moderate Buy” consensus and an average price target of $463.80.
• UnitedHealth exceeded quarterly expectations with adjusted earnings of $4.69 per share and revenue of $112.7 billion, while paying a quarterly dividend of $2.32 per share. Higher Medicare costs and broader healthcare inflation remain key risks.

Investment House LLC lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 14.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,604 shares of the healthcare conglomerate's stock after selling 5,785 shares during the period. Investment House LLC's holdings in UnitedHealth Group were worth $12,335,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. City State Bank increased its position in UnitedHealth Group by 5.6% in the third quarter. City State Bank now owns 471 shares of the healthcare conglomerate's stock worth $173,000 after purchasing an additional 25 shares during the last quarter. LFG Wealth Partners LLC lifted its position in UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock valued at $355,000 after purchasing an additional 27 shares during the last quarter. Synergy Financial Group LTD grew its stake in shares of UnitedHealth Group by 3.1% in the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock worth $369,000 after buying an additional 27 shares in the last quarter. Ares Financial Consulting LLC increased its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after buying an additional 28 shares during the last quarter. Finally, Hudock Inc. increased its holdings in shares of UnitedHealth Group by 1.0% in the 2nd quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate's stock worth $1,182,000 after buying an additional 28 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Leerink Partners lifted their price target on UnitedHealth Group from $462.00 to $472.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. DA Davidson set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. UBS Group reissued an "outperform" rating on shares of UnitedHealth Group in a research report on Tuesday, October 13th. Wall Street Zen upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, New Street Research set a $402.00 price objective on shares of UnitedHealth Group in a research note on Friday, October 9th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $463.80.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Higher earnings and guidance support the recovery narrative. UnitedHealth’s earnings growth and raised outlook suggest that cost controls and improved operating performance are helping offset pressure in its insurance businesses. UnitedHealth's Earnings Jumped 60%. Is the Comeback Stock a Buy, Sell, or Hold?
• Positive Sentiment: Mizuho raised its price target to $500 and reiterated an “outperform” rating. The target implies approximately 17.6% potential upside from the reference price, reinforcing the bullish Wall Street view. Mizuho UnitedHealth rating
• Positive Sentiment: Analyst commentary highlights operating leverage. Continued improvement in revenue efficiency and earnings could support further gains if medical-cost trends remain manageable. UnitedHealth Group: Operating Leverage Should Continue Sending the Stock Higher
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention. Zacks coverage points to improving value characteristics and bullish brokerage recommendations, although investor attention and consensus ratings alone do not guarantee additional gains. Why UnitedHealth Is a Strong Value Stock
• Negative Sentiment: Higher 2027 Medicare costs and broader healthcare inflation remain risks. Rising costs could increase affordability and political pressure, while medical inflation and Medicare funding concerns may limit profit growth despite stronger recent results. UnitedHealth Will Raise 2027 Medicare Costs for Seniors

UnitedHealth Group Price Performance

Shares of UNH stock opened at $425.29 on Friday. The stock has a 50 day moving average price of $388.15 and a 200 day moving average price of $389.52. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. The firm has a market capitalization of $381.73 billion, a P/E ratio of 20.43, a P/E/G ratio of 1.51 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts' consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. During the same quarter last year, the firm posted $2.59 earnings per share. The business's revenue was down .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 20.64 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group's dividend payout ratio (DPR) is presently 53.00%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business's stock in a transaction dated 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 directly owned 15,328 shares of the company's stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

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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