23,166 UnitedHealth Group Incorporated $UNH Shares Sold by Artemis Investment Management LLP

Artemis Investment Management LLP lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 189,516 shares of the healthcare conglomerate’s stock after selling 23,166 shares during the quarter. Artemis Investment Management LLP’s holdings in UnitedHealth Group were worth $69,568,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Corient Private Wealth LP bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $245,516,000. Legal & General Group Plc purchased a new stake in UnitedHealth Group in the second quarter worth about $2,444,928,000. Jupiter Topco LLC bought a new position in UnitedHealth Group during the 2nd quarter valued at approximately $2,019,844,000. BlackRock Inc. raised 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 last quarter. Finally, T. Rowe Price Investment Management Inc. raised its holdings 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 during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the topic of several analyst reports. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday, July 21st. TD Cowen boosted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $512.00 price target (up from $492.00) on shares of UnitedHealth Group in a report on Wednesday, September 2nd. Jefferies Financial Group increased their price objective on shares of UnitedHealth Group from $401.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Mizuho lifted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $465.75.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s valuation has reset substantially after a difficult period, with its lower price-to-earnings multiple prompting some investors to view the stock as undervalued if earnings stabilize and Medicare Advantage margins recover. UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?
• Positive Sentiment: Analysts and investors are closely watching UnitedHealth ahead of its third-quarter report, suggesting that expectations for a potential earnings improvement remain an important catalyst for the stock. The company’s latest quarter exceeded consensus EPS and revenue estimates. Stay Ahead of the Game With UnitedHealth Q3 Earnings
• Neutral Sentiment: Third-quarter results will be judged on medical-cost trends, Medicare Advantage margins, membership changes and operating performance—not simply revenue and EPS. Investors are looking for evidence that recent margin pressure is temporary and that the company can maintain its full-year outlook. UnitedHealth Q3 Coming Up: Two Questions Investors Can’t Ignore
• Neutral Sentiment: UnitedHealth is attracting unusually high investor attention, but the coverage largely reflects debate over whether the stock’s depressed valuation represents an opportunity or a signal of continued fundamental risk. UnitedHealth Group Is Attracting Investor Attention
• Negative Sentiment: A recent rating downgrade highlights a weak spot in UnitedHealth’s recovery and reinforces concerns that higher medical expenses or slower improvement in Medicare Advantage could limit earnings momentum. UnitedHealth’s Recovery Has One Weak Spot
• Negative Sentiment: Reports about Medicare plan closures and potential member disruption add reputational and enrollment risk, while investors remain concerned that membership losses could make margin improvement harder to achieve. Medicare Plans Are Shutting Down

UnitedHealth Group Stock Performance

UnitedHealth Group stock traded down $3.38 during trading on Thursday, reaching $372.61. The company had a trading volume of 1,722,743 shares, compared to its average volume of 7,328,772. The firm’s 50-day simple moving average is $390.52 and its 200 day simple moving average is $379.64. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $334.45 billion, a price-to-earnings ratio of 23.98, a price-to-earnings-growth ratio of 1.41 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. The firm 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%.The business’s revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter last year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the company’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 owned 15,328 shares of the company’s stock, valued at $5,977,920. This 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 at this hyperlink. 0.19% of the stock is owned by insiders.

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.