UnitedHealth Group Incorporated $UNH Shares Sold by Boston Trust Walden Corp

Boston Trust Walden Corp decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 8.9% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 138,405 shares of the healthcare conglomerate’s stock after selling 13,486 shares during the period. Boston Trust Walden Corp’s holdings in UnitedHealth Group were worth $50,806,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in UNH. BlackRock Inc. lifted its position 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 buying an additional 3,395,530 shares in the last quarter. State Street Corp grew its stake in UnitedHealth Group by 0.7% during 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 purchasing an additional 301,081 shares in the last quarter. Bank of America Corp DE boosted its stake in UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after acquiring an additional 2,097,859 shares during the last quarter. Bank of New York Mellon Corp grew its stake in UnitedHealth Group by 6.1% in the second 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. Finally, Wellington Management Group LLP grew its position in shares of UnitedHealth Group by 5.8% in the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock worth $4,436,923,000 after acquiring an additional 583,536 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Healthcare-sector strength, reportedly lifted by CVS’s better-than-expected results, helped support UNH shares. UnitedHealth Gains as CVS Earnings Beat Lifts Managed-Care Sector
• Positive Sentiment: UnitedHealth’s board declared a quarterly dividend of $2.32 per share—$9.28 annualized, equivalent to a reported 2.3% yield. Shareholders of record December 7 are due payment December 15. UnitedHealth Group Board Authorizes Payment of Quarterly Dividend
• Negative Sentiment: Sen. Elizabeth Warren renewed calls for scrutiny of UnitedHealth’s scale following its Amedisys deal, arguing the acquisition increases its influence over care and costs. Mark Cuban also warned that AI could disrupt large healthcare companies, explicitly including UNH. These are potential longer-term regulatory and business-model risks, not announcements of new action against the company. UnitedHealth Draws Breakup Pressure as AI Threat Enters the Story

Wall Street Analyst Weigh In

UNH has been the topic of a number of analyst reports. Zacks Research cut shares of UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Erste Group Bank lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $516.00 to $524.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Mizuho raised their target price on UnitedHealth Group from $493.00 to $500.00 and gave the stock an “outperform” rating in a research report on Thursday, October 22nd. Finally, Oppenheimer increased their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $463.93.

Insider Buying and Selling

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 transaction of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 1.3%

NYSE UNH opened at $409.63 on Thursday. The stock has a market capitalization of $367.68 billion, a P/E ratio of 19.82, a price-to-earnings-growth ratio of 1.46 and a beta of 0.51. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week 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 0.74. The stock has a fifty day moving average of $390.73 and a 200-day moving average of $363.43.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a net margin of 3.53% and a return on equity of 17.95%. The firm had revenue of $112.72 billion during the quarter, compared to analysts’ expectations of $111.31 billion. During the same quarter in the previous year, the company earned $2.59 earnings per share. 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, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 53.00%.

UnitedHealth Group Profile

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.