UnitedHealth Group (NYSE:UNH) CEO Patrick Hugh Conway Sells 1,169 Shares

UnitedHealth Group Incorporated (NYSE:UNH) CEO Patrick Hugh Conway sold 1,169 shares of the company’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 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Patrick Hugh Conway also recently made the following trade(s):

• On Wednesday, August 5th, Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00.

UnitedHealth Group Stock Performance

UNH stock traded down $1.98 during trading hours on Tuesday, reaching $396.78. The stock had a trading volume of 2,652,529 shares, compared to its average volume of 7,819,197. The stock has a 50-day simple moving average of $413.74 and a 200 day simple moving average of $357.26. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The stock has a market capitalization of $356.15 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the firm earned $4.08 EPS. UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts predict that UnitedHealth Group Incorporated will post 19.81 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.

Institutional Investors Weigh In On UnitedHealth Group

Hedge funds and other institutional investors have recently made changes to their positions in the business. California State Teachers Retirement System lifted its position in shares of UnitedHealth Group by 41,749.2% during the 2nd quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate’s stock valued at $235,847,894,000 after acquiring an additional 566,090,823 shares during the period. Norges Bank acquired a new position in UnitedHealth Group in the fourth quarter valued at about $4,376,167,000. Corient Private Wealth LP acquired a new stake in UnitedHealth Group during the second quarter worth about $245,516,000. Legal & General Group Plc bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $2,444,928,000. Finally, Jupiter Topco LLC bought a new position in UnitedHealth Group in the second quarter valued at approximately $2,019,844,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth is being viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: The company’s second-quarter results exceeded expectations, supporting its fiscal 2026 EPS guidance of $19.50 to $20.00. The earnings beat and guidance update provide fundamental support for the stock. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium flows, an aging U.S. population, digitization, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies highlighted as positioned to benefit. 5 HMO Stocks to Watch Amid Steady Premium Flow, Increased Digitization
• Neutral Sentiment: Analysts maintain a consensus “Moderate Buy” rating, indicating generally positive expectations but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: The key risk is continued medical-cost inflation in UnitedHealth’s commercial insurance business. Medicare profitability is improving, but analysts caution that this may not represent a broader reversal in cost trends, while the commercial margin recovery has been delayed. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book

Analyst Upgrades and Downgrades

A number of research firms have commented on UNH. Barclays lifted their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. UBS Group raised their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. KeyCorp increased their price target on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Morgan Stanley boosted their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Finally, BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a research note on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $455.92.

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.