UnitedHealth Group Incorporated $UNH Shares Sold by MidFirst Bank

MidFirst Bank trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH) by 49.7% in the second quarter, Holdings Channel reports. The firm owned 5,713 shares of the healthcare conglomerate’s stock after selling 5,651 shares during the quarter. MidFirst Bank’s holdings in UnitedHealth Group were worth $2,375,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC raised its position in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group in the 2nd quarter worth about $340,000. Flow Traders U.S. LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $356,000. Finally, Jump Financial LLC bought a new position in UnitedHealth Group in the second quarter worth about $377,000. Institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. HC Wainwright set a $492.00 target price on UnitedHealth Group in a research report on Wednesday, May 27th. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. JPMorgan Chase & Co. lifted their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research report on Tuesday, July 21st. Finally, BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Two investment 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. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Price Performance

Shares of UNH opened at $384.60 on Friday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The stock’s fifty day moving average is $414.33 and its 200-day moving average is $355.71. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a market capitalization of $345.21 billion, a price-to-earnings ratio of 24.75, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the prior year, the company posted $4.08 earnings per share. The company’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.19% of the company’s stock.

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.