UnitedHealth Group Incorporated $UNH Shares Sold by Anchor Investment Management LLC

Anchor Investment Management LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.6% during the second quarter, Holdings Channel reports. The institutional investor owned 28,060 shares of the healthcare conglomerate’s stock after selling 1,351 shares during the period. UnitedHealth Group makes up about 0.8% of Anchor Investment Management LLC’s holdings, making the stock its 28th largest position. Anchor Investment Management LLC’s holdings in UnitedHealth Group were worth $11,663,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. BlackRock Inc. boosted its position in shares of UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares in the last quarter. State Street Corp raised its holdings in UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after buying an additional 1,119,834 shares during the period. Capital World Investors raised its holdings in shares of UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the period. Capital International Investors raised its stake in UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. Finally, Bank of New York Mellon Corp raised its position in UnitedHealth Group by 6.1% during the second quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after buying an additional 616,723 shares during the period. Institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s second-quarter performance and outlook remain key supports for the stock. The company beat revenue and earnings estimates, maintained an 86.7% medical loss ratio, and raised its fiscal 2026 earnings guidance to $19.50–$20.00 per share. Analysts have reportedly made 24 upward consensus revisions with no downgrades, while the company’s valuation and free-cash-flow yield are viewed as attractive. UnitedHealth: Lagging, But An Upbeat 2026 Outlook Helps Clear The Path
• Positive Sentiment: Investment coverage highlights UnitedHealth’s use of artificial intelligence in insurance and healthcare operations, potentially improving efficiency, care management, and long-term growth. However, this is an investment thesis rather than a new company announcement. How UnitedHealth Leads the AI Revolution in the Insurance Industry
• Neutral Sentiment: UnitedHealth will report third-quarter 2026 results before the market opens on October 13. The announcement gives investors a clear near-term catalyst, with attention likely focused on Medicare Advantage trends, medical costs, and whether the full-year outlook changes. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: The ex-dividend date for UnitedHealth’s $2.32-per-share cash dividend was September 14, with payment scheduled for September 22. The dividend supports income-oriented investors, although the ex-dividend date can create temporary mechanical pressure on the shares. UnitedHealth Group Dividend Analysis
• Negative Sentiment: Optum Health’s underperforming Florida WellMed clinics remain a concern amid rising costs and restrictive Medicare Advantage payments. UnitedHealth sold TPG an interest in the operations to add local operating expertise, but the transaction underscores the need for a broader reset and leaves investors focused on execution risks. UnitedHealth CFO Delivers Blunt Verdict on the Company’s Big Reset
• Negative Sentiment: UBS expects UnitedHealth’s earnings-growth outlook to remain largely unchanged, reflecting continued investor uncertainty around Medicare-related trends and upcoming results. That caution may be offsetting the company’s raised guidance and valuation appeal. UnitedHealth Earnings Growth Outlook Unlikely to Change, UBS Says

UnitedHealth Group Price Performance

Shares of UNH stock traded down $7.59 during mid-day trading on Tuesday, reaching $375.95. The company’s stock had a trading volume of 4,389,716 shares, compared to its average volume of 7,588,968. The company has a market cap of $337.45 billion, a P/E ratio of 24.19, a PEG ratio of 1.43 and a beta of 0.61. The firm’s 50-day moving average is $407.88 and its two-hundred day moving average is $369.08. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company’s quarterly revenue was up .4% on a year-over-year basis. During the same period in the previous year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Insider Buying and Selling

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.19% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research analyst reports. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. UBS Group upped their price target on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Erste Group Bank cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a research report on Thursday, July 16th. Finally, DA Davidson set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $456.56.

UnitedHealth Group Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.