UnitedHealth Group Incorporated $UNH Stock Sold by Generate Investment Management Ltd

Key Points

• Generate Investment Management Ltd. cut its UnitedHealth stake by 94.7% in the third quarter, selling 50,323 shares and retaining 2,825 shares valued at approximately $1.04 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth exceeded third-quarter expectations with adjusted EPS of $4.69 versus the $4.14 consensus and revenue of $112.7 billion versus estimates of $111.3 billion. Management raised its 2026 adjusted EPS guidance to at least $20.50.
• UNH shares recently traded at $388.13, up 2.7%, while the company maintains a quarterly dividend of $2.32 per share, representing a 2.4% annualized yield. Analysts remain generally positive, with a “Moderate Buy” consensus and a $461.83 average price target, although profitability and medical-cost pressures remain risks.

Generate Investment Management Ltd trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 94.7% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,825 shares of the healthcare conglomerate's stock after selling 50,323 shares during the period. Generate Investment Management Ltd's holdings in UnitedHealth Group were worth $1,037,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the company. General Partner Inc. acquired a new stake in shares of UnitedHealth Group in the third quarter valued at about $512,000. PBCay One RSC Ltd acquired a new position in shares of UnitedHealth Group in the first quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC bought a new stake in UnitedHealth Group in the second quarter valued at approximately $6,180,000. Kinsale Capital Group Inc. increased its position in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after purchasing an additional 4,557 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its position in UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock valued at $16,241,000 after purchasing an additional 55,695 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Trading Up 2.7%

Shares of UnitedHealth Group stock traded up $10.37 on Wednesday, reaching $388.13. 3,900,785 shares of the company's stock were exchanged, compared to its average volume of 7,360,024. The company has a market capitalization of $348.38 billion, a P/E ratio of 24.98, a price-to-earnings-growth ratio of 1.42 and a beta of 0.60. 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 0.78. The firm's 50-day moving average is $387.44 and its two-hundred day moving average is $382.57.

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 for the quarter, beating the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion during the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. UnitedHealth Group's revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders 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 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group's dividend payout ratio is currently 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was 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 in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Third-quarter results exceeded expectations. Adjusted EPS was $4.69 versus the $4.14 consensus, while revenue of $112.7 billion topped estimates of $111.3 billion. Operating earnings increased 52% to $6.6 billion, helped by lower medical costs and improved execution. UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costs
• Positive Sentiment: Management raised 2026 guidance. UnitedHealth now expects adjusted EPS of at least $20.50, above the roughly $19.86 analyst consensus, reinforcing confidence in recovering margins. UnitedHealth Group Reports Third Quarter 2026 Results
• Positive Sentiment: The 2027 outlook is improving. Executives highlighted a long-term earnings-growth target of 13% to 16%, potential margin recovery in Medicaid after 2026, and continued benefits from artificial intelligence. AI tools reportedly reduced clinical-review times by 33%, while the medical care ratio improved to 88.4%. UNH Q3 Earnings Call Highlights 2027 Growth and Margin Recovery
• Neutral Sentiment: Analyst opinion remains mixed. Mizuho maintained UnitedHealth as a top healthcare pick, while Barclays trimmed its target to $440 but kept an overweight rating. Baird cut its target to $427 and assigned a neutral rating. UnitedHealth Stock Forecast: TD Cowen Stays Cautious Even as Mizuho Names UNH a Top Pick
• Negative Sentiment: Risks remain around profitability. Commercial medical costs and Medicaid pressures continue to challenge margins, and some analysts lowered forecasts following the results. Revenue was essentially flat year over year, while the company’s Medicare business changes and membership reductions remain concerns for investors. UnitedHealth Analysts Slash Their Forecasts Following Q3 Results

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent analyst reports. Weiss Ratings upgraded shares of UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, October 8th. Truist Financial lifted their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research note on Tuesday, July 14th. UBS Group restated an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday. Piper Sandler upped their price target on shares of UnitedHealth Group from $502.00 to $504.00 and gave the company an "overweight" rating in a research report on Wednesday. Finally, Barclays decreased their price target on UnitedHealth Group from $441.00 to $440.00 and set an "overweight" rating for the company in a report on Wednesday. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $461.83.

UnitedHealth Group Profile

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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