Sterling Investment Management LLC Sells 2,277 Shares of UnitedHealth Group Incorporated $UNH

Sterling Investment Management LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 53.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,008 shares of the healthcare conglomerate’s stock after selling 2,277 shares during the period. Sterling Investment Management LLC’s holdings in UnitedHealth Group were worth $663,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC grew its position in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group during the 2nd quarter worth $340,000. Flow Traders U.S. LLC bought a new position in shares of UnitedHealth Group during the 2nd quarter worth $356,000. Finally, Jump Financial LLC bought a new position in shares of UnitedHealth Group during the 2nd quarter worth $377,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.3%

UnitedHealth Group stock opened at $369.91 on Tuesday. The stock has a 50-day moving average of $299.45 and a two-hundred day moving average of $316.79. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $409.70. The stock has a market cap of $335.96 billion, a PE ratio of 27.94, a price-to-earnings-growth ratio of 1.59 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the business posted $7.20 earnings per share. The company’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.28% of the stock is currently owned by insiders.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, a move designed to simplify access, reduce administrative friction and improve member/provider satisfaction — a potential competitive and reputational positive for UNH. UnitedHealthcare Cuts Prior Authorization Requirements by 30%
• Positive Sentiment: UnitedHealth reported a Q1 revenue and EPS beat and issued stronger FY guidance, underscoring continued top-line scale and profit conversion that support the stock’s valuation. This was a primary driver of bullish investor reaction. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge
• Positive Sentiment: Coverage highlights UNH’s push to deploy AI to streamline operations and lower costs — a strategic tailwind for margins if execution continues delivering efficiency gains. Is UnitedHealth Stock a Generational Buying Opportunity?
• Neutral Sentiment: Analyst and media pieces note UNH’s large-cap status, dividend and valuation trade-offs — useful framing for income and long-term investors but not immediate catalysts. How to buy a major Dow component, at a discount
• Negative Sentiment: Shareholders face a governance proposal from The Accountability Board seeking an independent chair; UNH’s management urged a vote against it — this raises oversight/governance risk that some investors view negatively. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on UNH. Leerink Partners increased their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. raised their price objective on UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a research report on Tuesday, April 28th. Oppenheimer raised their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $378.88.

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.