5,739 UnitedHealth Group Incorporated $UNH Shares Sold by Riverbridge Partners LLC

Riverbridge Partners LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 101,639 shares of the healthcare conglomerate’s stock after selling 5,739 shares during the period. UnitedHealth Group comprises about 1.1% of Riverbridge Partners LLC’s portfolio, making the stock its 25th largest holding. Riverbridge Partners LLC’s holdings in UnitedHealth Group were worth $37,310,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. DSG Capital Advisors LLC lifted its position in UnitedHealth Group by 0.9% in the third quarter. DSG Capital Advisors LLC now owns 62,565 shares of the healthcare conglomerate’s stock valued at $22,966,000 after purchasing an additional 568 shares during the last quarter. Silver Grove Financial Group Inc. boosted its stake in shares of UnitedHealth Group by 5.7% during the third quarter. Silver Grove Financial Group Inc. now owns 1,165 shares of the healthcare conglomerate’s stock valued at $428,000 after purchasing an additional 63 shares during the period. Illinois Municipal Retirement Fund grew its holdings in shares of UnitedHealth Group by 7.8% in the third quarter. Illinois Municipal Retirement Fund now owns 61,044 shares of the healthcare conglomerate’s stock worth $22,408,000 after purchasing an additional 4,395 shares during the last quarter. Bahl & Gaynor LLC raised its holdings in UnitedHealth Group by 3.9% during the 3rd quarter. Bahl & Gaynor LLC now owns 1,187,519 shares of the healthcare conglomerate’s stock valued at $435,915,000 after buying an additional 44,364 shares during the last quarter. Finally, Confluence Wealth Services Inc. raised its holdings in UnitedHealth Group by 34.7% during the 3rd quarter. Confluence Wealth Services Inc. now owns 10,659 shares of the healthcare conglomerate’s stock valued at $3,912,000 after buying an additional 2,743 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH opened at $404.88 on Wednesday. The company has a 50-day simple moving average of $390.98 and a two-hundred day simple moving average of $364.53. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.74 and a quick ratio of 0.74. The firm has a market capitalization of $362.78 billion, a PE ratio of 23.12, a price-to-earnings-growth ratio of 1.44 and a beta of 0.51. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The firm had revenue of $112.72 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter in the prior year, the business earned $2.59 EPS. The business’s revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is presently 53.00%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

Analyst Ratings Changes

A number of equities research analysts have issued reports on UNH shares. JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Sanford C. Bernstein lowered their price objective on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. Royal Bank Of Canada increased their target price on shares of UnitedHealth Group from $478.00 to $498.00 and gave the stock an “outperform” rating in a report on Tuesday, October 20th. New Street Research set a $402.00 price target on UnitedHealth Group in a research report on Friday, October 9th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $450.00 price objective on shares of UnitedHealth Group in a report on Thursday, October 15th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $463.93.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction 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 completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.