UnitedHealth Group Incorporated $UNH Stock Sold by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management reduced its UnitedHealth Group stake by 59.3% in the third quarter, selling 6,206 shares and retaining 4,255 shares valued at approximately $1.56 million.
• Institutional ownership remains substantial at 87.86%, with major investors including BlackRock increasing its position and several other large institutions establishing new stakes.
• UnitedHealth reported better-than-expected quarterly results, with adjusted EPS of $4.69 and revenue of $112.7 billion, while analysts maintained a favorable outlook with a consensus “Moderate Buy” rating and average price target of $463.80.

Axxcess Wealth Management LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 59.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,255 shares of the healthcare conglomerate's stock after selling 6,206 shares during the period. Axxcess Wealth Management LLC's holdings in UnitedHealth Group were worth $1,562,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UNH. Corient Private Wealth LP acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $245,516,000. Legal & General Group Plc acquired a new position in UnitedHealth Group during the second quarter worth $2,444,928,000. Jupiter Topco LLC purchased a new stake in UnitedHealth Group during the 2nd quarter worth approximately $2,019,844,000. BlackRock Inc. grew its position in shares of UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock worth $31,946,594,000 after buying an additional 3,395,530 shares in the last quarter. Finally, Canada Pension Plan Investment Board acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $971,757,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

More UnitedHealth Group News

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

• Positive Sentiment: Third-quarter beat and raised outlook support the shares. Adjusted EPS rose approximately 61% to $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in its cost controls and execution. UnitedHealth beat-and-raise quarter
• Positive Sentiment: Optum Health’s performance improved materially. The unit’s profit increased to $735 million, helping demonstrate operating leverage and contributing to UnitedHealth’s post-earnings recovery. Optum Health profit surge
• Positive Sentiment: Analyst expectations and valuation support remain favorable. Erste Group raised its FY2026 EPS estimate to $20.55 from $19.86 and its FY2027 estimate to $23.29 from $22.51. Mizuho also lifted its price target to $500 from $493 and maintained an “outperform” rating, implying additional upside from the referenced price. Mizuho raises UnitedHealth price target
• Neutral Sentiment: Investor attention and value-based coverage may increase trading interest. Zacks highlighted heightened investor attention and characterized UNH as a value stock, but these are sentiment and screening signals rather than new fundamental developments. Zacks value-stock analysis
• Negative Sentiment: Higher 2027 Medicare costs could pressure affordability and margins. The planned increase in costs for seniors may create political and utilization concerns, potentially offsetting some of the recent earnings momentum. Healthcare stocks also faced broader sector pressure in recent trading. UnitedHealth 2027 Medicare costs

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. Raymond James Financial restated an "outperform" rating and set a $450.00 target price on shares of UnitedHealth Group in a research report on Thursday, October 15th. Oppenheimer raised their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Bank of America reiterated a "buy" rating and issued a $450.00 price target on shares of UnitedHealth Group in a report on Monday, July 20th. Mizuho increased their price target on UnitedHealth Group from $493.00 to $500.00 and gave the company an "outperform" rating in a report on Thursday. Finally, Argus raised their price target on shares of UnitedHealth Group from $400.00 to $470.00 and gave the company a "buy" rating in a report on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $463.80.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company's stock.

UnitedHealth Group Stock Down 1.7%

Shares of UNH opened at $417.97 on Friday. The company has a 50-day simple moving average of $388.47 and a 200-day simple moving average of $389.72. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.74. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm has a market capitalization of $375.16 billion, a P/E ratio of 20.82, a P/E/G ratio of 1.54 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.14 by $0.55. The business had revenue of $112.70 billion for the quarter, compared to analysts' expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group's quarterly revenue was down .4% on a year-over-year basis. During the same period in the previous year, the business posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 20.63 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group's payout ratio is presently 53.00%.

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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