UnitedHealth Group Incorporated $UNH Shares Sold by Convergence Financial LLC

Convergence Financial LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 52.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,522 shares of the healthcare conglomerate’s stock after selling 2,819 shares during the period. Convergence Financial LLC’s holdings in UnitedHealth Group were worth $926,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of UNH. BlackRock Inc. grew its stake in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares in the last quarter. State Street Corp increased its holdings in UnitedHealth Group by 0.7% in the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after acquiring an additional 301,081 shares during the last quarter. Bank of New York Mellon Corp lifted its stake 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 in the last quarter. Wellington Management Group LLP boosted its holdings in shares of UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after purchasing an additional 583,536 shares during the last quarter. Finally, Corient Private Wealth LP boosted its holdings in shares of UnitedHealth Group by 1,443.7% during the 2nd quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock valued at $3,510,920,000 after purchasing an additional 7,900,011 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. HC Wainwright set a $500.00 target price on UnitedHealth Group in a report on Friday, October 16th. Barclays dropped their price target on UnitedHealth Group from $441.00 to $440.00 and set an “overweight” rating for the company in a research note on Wednesday, October 14th. Piper Sandler raised their price target on UnitedHealth Group from $502.00 to $504.00 and gave the company an “overweight” rating in a report on Wednesday, October 14th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Evercore upped their price objective on UnitedHealth Group from $400.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $463.93.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $406.81 on Thursday. The firm has a fifty day simple moving average of $389.32 and a two-hundred day simple moving average of $361.74. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $365.15 billion, a P/E ratio of 23.23, a PEG ratio of 1.51 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to analysts’ expectations 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 was down .4% compared to the same quarter last year. During the same period in the prior year, the company earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, analysts expect that UnitedHealth Group Incorporated will post 20.62 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s payout ratio is presently 53.00%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Long-term earnings estimates increased. Zacks Research raised its FY2027 EPS forecast to $23.29 from $22.28 and its FY2028 estimate to $26.60 from $25.74, signaling improved expectations for UnitedHealth’s future profitability.
• Positive Sentiment: Morgan Stanley lifted its price target. The firm increased its target to $531 from $529 and maintained an “Overweight” rating, implying substantial potential upside from recent trading levels. Morgan Stanley Adjusts Price Target on UnitedHealth Group
• Neutral Sentiment: Near-term estimates were mixed. Zacks raised its Q2 2027 EPS forecast to $6.62 from $6.35, but slightly reduced its Q4 2026 estimate to $2.24 from $2.25. Zacks continues to rate UNH “Hold,” indicating limited conviction despite stronger longer-term projections.
• Neutral Sentiment: Fraud-prevention collaboration highlights operational opportunities. UnitedHealth and Codoxo plan to present AI-based methods for identifying healthcare fraud beyond traditional claims data. The initiative could support payment integrity and cost control, though it is not expected to materially affect near-term results. Codoxo and UnitedHealth Group fraud presentation
• Negative Sentiment: Investor uncertainty remains elevated. A law firm is soliciting shareholders over allegations concerning potential insider fiduciary-duty violations. The notice does not establish wrongdoing, but such announcements can add reputational and legal-risk concerns. UnitedHealth shareholder legal notice
• Negative Sentiment: Industry margin pressure remains a concern. A comparison with Molina Healthcare points to elevated medical costs and membership-related pressure across managed-care companies, factors that could weigh on UnitedHealth’s near-term margins even as its recent earnings exceeded expectations. Molina Healthcare versus Elevance Health and UnitedHealth

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick 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 transaction of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.19% of the stock is owned by insiders.

About UnitedHealth Group

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.