UnitedHealth Group Incorporated $UNH Shares Sold by SBI Securities Co. Ltd.

Key Points

• SBI Securities decreased its UNH stake by 20.7% in Q4, selling 5,403 shares and leaving 20,670 shares valued at $6.82M, while CEO Patrick Conway also sold 800 shares; institutional ownership stands at 87.86% and insiders own 0.28%.
• UnitedHealth beat Q1 expectations with EPS $7.23 vs. $6.76 and revenue $111.65B vs. $109.84B, and raised FY‑2026 guidance to an 18.25 EPS midpoint, prompting analyst support including Goldman Sachs adding UNH to its Conviction List.
• Operational and governance developments include UnitedHealthcare's plan to remove prior‑authorization for ~30% of services later this year, while a shareholder proposal seeking an independent board chair creates potential proxy‑season pressure.

SBI Securities Co. Ltd. decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 20.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,670 shares of the healthcare conglomerate's stock after selling 5,403 shares during the quarter. SBI Securities Co. Ltd.'s holdings in UnitedHealth Group were worth $6,823,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. Guerra Advisors Inc bought a new position in shares of UnitedHealth Group in the third quarter valued at approximately $1,059,000. Phoenix Financial Ltd. boosted its holdings in shares of UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock valued at $14,282,000 after acquiring an additional 22,137 shares in the last quarter. Money Concepts Capital Corp boosted its holdings in shares of UnitedHealth Group by 59.1% in the third quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock valued at $4,275,000 after acquiring an additional 4,600 shares in the last quarter. Public Sector Pension Investment Board boosted its holdings in shares of UnitedHealth Group by 43.1% in the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate's stock valued at $99,147,000 after acquiring an additional 86,432 shares in the last quarter. Finally, Compass Wealth Management LLC bought a new position in shares of UnitedHealth Group in the third quarter valued at approximately $13,691,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the 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 represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group News Summary

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

• Positive Sentiment: Q1 beat and guidance lift investor sentiment: UnitedHealth reported better-than-expected Q1 results and raised FY‑2026 guidance (18.25 EPS midpoint), which investors see as evidence of improved profitability and underwriting recovery. Why UnitedHealth Group Stock Came Roaring Back In April
• Positive Sentiment: Analyst endorsement: Goldman Sachs added UNH to its U.S. Conviction List and reiterated a $435 price target, signaling confidence that UnitedHealth is near the bottom of its Medicare/underwriting cycle — a supportive catalyst for long‑term holders. Goldman Sachs Names UnitedHealth (UNH) to Conviction List
• Positive Sentiment: Operational move that may improve member experience: UnitedHealthcare will eliminate prior‑authorization requirements for ~30% of services later this year, reducing friction for patients and providers — a customer‑centric step that could support retention and sales narratives. UnitedHealthcare removes prior approval requirements
• Neutral Sentiment: Industry‑wide caution on claims lag: Analysts note that Q1 results may understate recent medical‑cost trends because of claims processing lags; Q2 will be the more important quarter to confirm margin momentum. This tempers immediate upside. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Talent movement noted: A senior UnitedHealth executive, Heather Cianfrocco, has moved to Highmark Health — routine for large insurers but worth monitoring for any operational impact in benefits/services leadership. Highmark Health Appoints Heather Cianfrocco as Chief Operating Officer
• Negative Sentiment: Governance pressure: A shareholder proposal pushing for an independent board chair (filed by The Accountability Board) has raised governance questions and could be a distraction or source of investor debate ahead of the proxy season. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on UNH. Oppenheimer raised their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Piper Sandler reiterated an "overweight" rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. UBS Group decreased their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research report on Wednesday, January 28th. Jefferies Financial Group raised their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a research report on Monday, April 20th. Finally, Morgan Stanley raised their price objective on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and an average price target of $378.88.

UnitedHealth Group Stock Down 1.9%

Shares of NYSE UNH opened at $363.83 on Wednesday. The stock has a market cap of $330.43 billion, a P/E ratio of 27.48, a P/E/G ratio of 1.60 and a beta of 0.64. The firm has a 50 day moving average price of $300.93 and a 200 day moving average price of $316.81. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.72.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analysts' expectations of $109.84 billion. During the same quarter in the previous year, the company earned $7.20 earnings per share. The business's revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group's dividend payout ratio is currently 66.77%.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

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.