Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on May 08th, the Representative disclosed that they had bought between $1,001 and $15,000 in UnitedHealth Group stock on April 14th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

UnitedHealth Group Stock Performance

UNH traded down $5.44 during trading on Friday, hitting $393.65. The company’s stock had a trading volume of 9,663,461 shares, compared to its average volume of 8,534,335. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15. The firm has a market cap of $357.49 billion, a PE ratio of 29.73, a P/E/G ratio of 1.72 and a beta of 0.64. The business’s 50 day simple moving average is $316.82 and its 200-day simple moving average is $318.53.

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

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Leerink Partners raised their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research report on Tuesday, April 7th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research report on Wednesday, April 1st. Finally, UBS Group cut their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $378.88.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On UnitedHealth Group

A number of institutional investors and hedge funds have recently made changes to their positions in UNH. Norges Bank purchased a new position in shares of UnitedHealth Group in the 4th quarter worth $4,376,167,000. Capital Research Global Investors boosted its stake in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the period. Capital World Investors boosted its stake in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. T. Rowe Price Investment Management Inc. boosted its stake in shares of UnitedHealth Group by 141.9% during the 4th 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 purchasing an additional 2,410,128 shares during the period. Finally, Cardano Risk Management B.V. boosted its stake in shares of UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
• Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
• Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
• Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

UnitedHealth Group Company 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.