UnitedHealth Group Incorporated $UNH Shares Sold by CENTRAL TRUST Co

CENTRAL TRUST Co reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 33,537 shares of the healthcare conglomerate’s stock after selling 2,039 shares during the quarter. CENTRAL TRUST Co’s holdings in UnitedHealth Group were worth $11,071,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the 4th quarter valued at $26,000. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC boosted its position in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares in the last quarter. 1248 Management LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter worth $29,000. Finally, Holos Integrated Wealth LLC purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $369.29 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $409.70. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm’s 50-day simple moving average is $299.45 and its 200 day simple moving average is $317.09. The firm has a market capitalization of $335.39 billion, a PE ratio of 27.89, a P/E/G ratio of 1.59 and a beta of 0.63.

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

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.4%. UnitedHealth Group’s payout ratio is presently 66.77%.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Leerink Partners boosted their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Truist Financial reiterated a “buy” rating and issued a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $378.88.

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.