UnitedHealth Group Incorporated $UNH Shares Sold by Seilern Investment Management Ltd

Seilern Investment Management Ltd lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 43.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 160,023 shares of the healthcare conglomerate’s stock after selling 121,096 shares during the period. UnitedHealth Group accounts for 8.4% of Seilern Investment Management Ltd’s holdings, making the stock its 2nd largest holding. Seilern Investment Management Ltd’s holdings in UnitedHealth Group were worth $66,510,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Worth Asset Management LLC increased its holdings in UnitedHealth Group by 22.1% in the 2nd quarter. Worth Asset Management LLC now owns 1,525 shares of the healthcare conglomerate’s stock worth $634,000 after purchasing an additional 276 shares in the last quarter. Beaird Harris Wealth Management LLC raised its holdings in UnitedHealth Group by 50.0% in the 2nd quarter. Beaird Harris Wealth Management LLC now owns 204 shares of the healthcare conglomerate’s stock valued at $85,000 after buying an additional 68 shares during the last quarter. Rockland Trust Co. grew its holdings in UnitedHealth Group by 1.1% during the 2nd quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock worth $1,076,000 after acquiring an additional 29 shares during the last quarter. Quantum Financial Advisors LLC raised its stake in shares of UnitedHealth Group by 6.0% during the second quarter. Quantum Financial Advisors LLC now owns 1,138 shares of the healthcare conglomerate’s stock valued at $473,000 after acquiring an additional 64 shares during the last quarter. Finally, Williams & Novak LLC grew its stake in shares of UnitedHealth Group by 4.7% in the second quarter. Williams & Novak LLC now owns 776 shares of the healthcare conglomerate’s stock worth $323,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on UNH shares. KeyCorp raised their target price on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Morgan Stanley upped their target price on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Oppenheimer raised their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $455.92.

UnitedHealth Group Price Performance

UNH stock opened at $406.54 on Friday. UnitedHealth Group Incorporated has a 1 year low of $244.37 and a 1 year high of $461.62. The stock has a market capitalization of $369.20 billion, a PE ratio of 26.16, a price-to-earnings-growth ratio of 1.41 and a beta of 0.62. The company’s 50-day moving average is $414.09 and its 200-day moving average is $350.83. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates 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 quarter in the prior year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at approximately $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.19% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
• Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
• Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
• Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
• Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing

UnitedHealth Group 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.