UnitedHealth Group Incorporated $UNH Shares Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 21.0% during the fourth quarter, Holdings Channel reports. The firm owned 33,200 shares of the healthcare conglomerate’s stock after selling 8,800 shares during the quarter. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in UnitedHealth Group were worth $10,960,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in UNH. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth about $26,000. Anfield Capital Management LLC increased its position in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth about $27,000. Foster Dykema Cabot & Partners LLC increased its position in shares of UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in shares of UnitedHealth Group during the third quarter worth about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UNH hit a new 52-week high as investors responded to its strong Q1 performance, which included better-than-expected earnings and revenue, plus signs of margin improvement. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?
• Positive Sentiment: Analysts remain constructive, with JPMorgan raising its price target to $420 and reiterating an Overweight rating, reinforcing the view that the recent rally may have further room to run. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Positive Sentiment: Optum Rx announced a transparent, fee-based pharmacy benefit model that could improve pricing clarity and align incentives, potentially easing regulatory pressure and supporting a more favorable long-term narrative for the stock. Optum Rx shifts to fee-based PBM model in bid to boost transparency
• Neutral Sentiment: Recent commentary from market and research outlets continues to frame UnitedHealth as an early-stage turnaround story, but these pieces are more opinion-driven than new fundamental catalysts. Is UnitedHealth Group a Buy, Sell, or Hold in 2026?
• Negative Sentiment: Broader market headlines note hotter-than-expected inflation data, which could create volatility for equities overall, though this is not specific to UNH’s business outlook. Stock Market News for May 13, 2026

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on UNH shares. Barclays raised their price target on UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Morgan Stanley raised their price target on UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Oppenheimer raised their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $378.88.

UnitedHealth Group Price Performance

Shares of UNH opened at $400.69 on Thursday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The stock’s 50 day moving average is $312.58 and its two-hundred day moving average is $317.75. The firm has a market capitalization of $363.88 billion, a PE ratio of 30.26, a P/E/G ratio of 1.71 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the company earned $7.20 EPS. The firm’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. Research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s payout ratio is 66.77%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Profile

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.