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

Kestra Investment Management LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 39.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,205 shares of the healthcare conglomerate’s stock after selling 2,068 shares during the quarter. Kestra Investment Management LLC’s holdings in UnitedHealth Group were worth $1,177,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Wellington Altus USA Inc. grew its position in UnitedHealth Group by 97.1% during the second quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after buying an additional 33 shares in the last quarter. Security National Bank of SO Dak acquired a new position in UnitedHealth Group in the 2nd quarter valued at $29,000. Nvwm LLC raised its holdings in UnitedHealth Group by 89.2% in the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 33 shares in the last quarter. Aberdeen Wealth Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $31,000. Finally, Compass Wealth Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth $29,000. Institutional investors and hedge funds 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 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

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $404.88 on Wednesday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. 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 company has a market cap of $362.78 billion, a price-to-earnings ratio of 23.12, a PEG ratio of 1.44 and a beta of 0.51. The firm has a 50 day simple moving average of $390.98 and a 200 day simple moving average of $364.53.

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 net margin of 3.53% and a return on equity of 17.95%. The firm had revenue of $112.72 billion for the quarter, compared to analysts’ expectations of $111.31 billion. During the same quarter in the previous year, the firm posted $2.59 earnings per share. The company’s revenue was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, December 7th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis 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%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction dated 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 directly owned 15,328 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.19% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on UNH. TD Cowen restated a “hold” rating and issued a $402.00 price target on shares of UnitedHealth Group in a research report on Thursday, October 15th. New Street Research set a $402.00 price objective on shares of UnitedHealth Group in a research report on Friday, October 9th. Cantor Fitzgerald increased their price objective on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Raymond James Financial reissued an “outperform” rating and issued a $450.00 target price on shares of UnitedHealth Group in a report on Thursday, October 15th. Finally, BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Twenty equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $463.93.

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.