UnitedHealth Group Incorporated $UNH Stock Position Trimmed by WoodTrust Financial Corp

Key Points

• WoodTrust Financial Corp. cut its UnitedHealth position by 49.6% in the third quarter, selling 14,315 shares and retaining 14,554 shares valued at approximately $5.34 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $6.38, exceeding analyst expectations of $4.94, while revenue reached $112.03 billion. The company maintained 2026 EPS guidance of $19.50–$20.00 and pays an annualized dividend of $9.28 per share, yielding about 2.4%.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $462.59 versus the reported share price of $378.81. However, TD Cowen lowered its target to $402, citing more limited near-term upside.

WoodTrust Financial Corp reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 49.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,554 shares of the healthcare conglomerate's stock after selling 14,315 shares during the quarter. WoodTrust Financial Corp's holdings in UnitedHealth Group were worth $5,342,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNH. Corient Private Wealth LP bought a new position in shares of UnitedHealth Group in the second quarter worth about $245,516,000. Legal & General Group Plc purchased a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $2,444,928,000. Jupiter Topco LLC purchased a new position in shares of UnitedHealth Group during the second quarter valued at $2,019,844,000. BlackRock Inc. lifted its position in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. Finally, T. Rowe Price Investment Management Inc. raised its stake in UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate's stock worth $1,356,432,000 after buying an additional 2,410,128 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH traded up $7.86 during trading on Friday, reaching $378.81. 3,655,569 shares of the company's stock traded hands, compared to its average volume of 7,338,250. The firm has a market cap of $340.02 billion, a PE ratio of 24.30, a P/E/G ratio of 1.41 and a beta of 0.60. 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 quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a 50-day simple moving average of $389.50 and a 200-day simple moving average of $380.30.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly 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 company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group's revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, September 14th. UnitedHealth Group's dividend payout ratio is 59.72%.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of analyst reports. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. TD Cowen cut their price objective on shares of UnitedHealth Group from $430.00 to $402.00 and set a "hold" rating on the stock in a research report on Friday. Argus increased their price objective on UnitedHealth Group from $400.00 to $470.00 and gave the company a "buy" rating in a report on Monday, July 20th. Cantor Fitzgerald boosted their target price on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. Finally, Morgan Stanley raised their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $462.59.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s investment case is improving if management can sustain recent profitability gains. Analysts point to cost controls, the exit from unprofitable business lines, strong cash flow, and possible margin expansion despite flat revenue and shrinking membership. The stock trades at a valuation below its historical average, leaving room for a re-rating if the turnaround continues. UnitedHealth: A Beat Is Priced In, But There's Room For Surprise
• Positive Sentiment: Wall Street expects a substantial year-over-year increase in third-quarter earnings, with consensus estimates around $4.12–$4.15 per share on approximately $111 billion in revenue. Better-than-expected results or an increase in full-year guidance could support the shares. UnitedHealth Gears Up for Q3 Earnings
• Neutral Sentiment: UnitedHealth is scheduled to report third-quarter results before the market opens on October 13. The report will be important for assessing medical-cost trends, membership, margins, cash flow, and whether the company can maintain its 2026 earnings guidance. UnitedHealth Earnings Date
• Neutral Sentiment: New Medicare Advantage star-rating results are reshuffling the managed-care landscape. Humana benefited while CVS declined, but UnitedHealth was described as holding steady, suggesting limited immediate impact from the ratings changes. Medicare Advantage Star Ratings
• Negative Sentiment: TD Cowen lowered its price target for UnitedHealth to $402, signaling more limited near-term upside even as the analyst maintains a constructive view. TD Cowen Lowers UnitedHealth Price Target
• Negative Sentiment: Medicare Advantage plans with top ratings reportedly fell 18% after a CMS methodology reshuffle. Although the change may not reflect actual care quality, it could affect member enrollment, bonuses, reimbursement, and profitability across insurers, creating uncertainty for UnitedHealth’s government-services business. Medicare Advantage Plan Ratings Reshuffle

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm's stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. 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 insiders.

About UnitedHealth Group

UnitedHealth Group Incorporated NYSE: UNH is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.

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