UnitedHealth Group Incorporated $UNH Stock Sold by Sumitomo Mitsui Trust Group Inc.

Key Points

• Sumitomo Mitsui Trust Group reduced its UnitedHealth stake by 0.8%, selling 21,150 shares and retaining 2.52 million shares valued at approximately $924.1 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly earnings of $4.69 per share, beating estimates of $4.14, while revenue reached $112.7 billion. The company maintained 2026 earnings guidance of approximately $20.50 per share.
• The company pays a quarterly dividend of $2.32 per share, equivalent to a 2.3% annual yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $463.93.

Sumitomo Mitsui Trust Group Inc. decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,517,425 shares of the healthcare conglomerate's stock after selling 21,150 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.28% of UnitedHealth Group worth $924,096,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. BlackRock Inc. lifted 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 purchasing an additional 3,395,530 shares in the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 0.7% during the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate's stock valued at $18,966,555,000 after purchasing an additional 301,081 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of UnitedHealth Group by 21.8% in the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock valued at $3,169,606,000 after purchasing an additional 2,097,859 shares in the last quarter. Bank of New York Mellon Corp raised its position in UnitedHealth Group by 6.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate's stock worth $4,449,317,000 after purchasing an additional 616,723 shares during the last quarter. Finally, Wellington Management Group LLP raised its position in UnitedHealth Group by 5.8% in the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate's stock worth $4,436,923,000 after purchasing an additional 583,536 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

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 stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company's stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.19% of the company's stock.

UnitedHealth Group Stock Down 1.0%

Shares of NYSE UNH opened at $406.67 on Friday. 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 stock has a market cap of $365.02 billion, a P/E ratio of 23.23, a P/E/G ratio of 1.47 and a beta of 0.60. The firm has a 50 day moving average price of $390.20 and a 200 day moving average price of $362.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping the consensus estimate of $4.14 by $0.55. The company had revenue of $112.70 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The business's revenue for the quarter was down .4% compared to the same quarter last year. During the same period last year, the business posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Analysts expect that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders 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 yield of 2.3%. UnitedHealth Group's payout ratio is currently 53.00%.

Wall Street Analyst Weigh In

Several research firms have recently commented on UNH. Mizuho lifted their target price on UnitedHealth Group from $493.00 to $500.00 and gave the company an "outperform" rating in a research note on Thursday, October 22nd. Sanford C. Bernstein cut their price target on UnitedHealth Group from $512.00 to $500.00 and set an "outperform" rating on the stock in a research note on Wednesday, October 14th. Truist Financial raised their price target on UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. New Street Research set a $402.00 price objective on UnitedHealth Group in a research report on Friday, October 9th. Finally, Wall Street Zen raised UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Twenty research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average price target of $463.93.

More UnitedHealth Group News

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

• Positive Sentiment: Improving margins and higher price target: Morgan Stanley said UnitedHealth’s margins are recovering, with Medicare operations returning to a more normal range, and raised its price target. However, commercial insurance, Medicaid and increased AI-related spending remain important execution tests. UnitedHealth is bouncing back, but a major risk remains
• Positive Sentiment: Recent earnings beat and raised guidance: UnitedHealth’s latest quarterly results exceeded expectations for both earnings and revenue, and the company raised its outlook. The earnings recovery supports the case that operating performance is stabilizing after earlier pressure. Why Did UnitedHealth Raise Guidance After Its Quarterly Beat?
• Positive Sentiment: Dividend appeal: UnitedHealth is highlighted as a major healthcare dividend payer, potentially supporting demand from income-focused investors. The article also cautions that dividend safety should be assessed alongside payout sustainability and business risks. $250,000 in Merck, Pfizer, UnitedHealth and AbbVie Could Pay $8,000 a Year in Dividends
• Neutral Sentiment: Analyst estimates are mixed: Zacks Research maintained a “Hold” rating and projects roughly $20.54 in FY2026 EPS, close to the broader consensus near $20.62. It raised several longer-term quarterly estimates but lowered others, including Q1 2027, Q1 2028 and Q2 2028.
• Negative Sentiment: Near-term earnings pressure: Zacks Research issued a negative estimate for fourth-quarter earnings, adding to concerns that high medical utilization and costs could limit profitability despite the Medicare recovery. Zacks Research Has Negative Estimate for UNH Q4 Earnings

UnitedHealth Group 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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