UnitedHealth Group Incorporated $UNH Shares Sold by Atalanta Sosnoff Capital LLC

Atalanta Sosnoff Capital LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 95,056 shares of the healthcare conglomerate’s stock after selling 12,859 shares during the period. Atalanta Sosnoff Capital LLC’s holdings in UnitedHealth Group were worth $31,379,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Founders Capital Management LLC raised its position in shares of UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after buying an additional 29 shares during the period. Kellett Wealth Advisors LLC boosted its stake in UnitedHealth Group by 1.7% in the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after acquiring an additional 29 shares during the period. Cooper Financial Group raised its holdings in UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC raised its holdings in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares in the last quarter. Finally, McLean Asset Management Corp increased its holdings in shares of UnitedHealth Group by 1.6% in the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock valued at $670,000 after buying an additional 32 shares in the last quarter. Institutional investors and hedge funds 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: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $408.34 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market cap of $370.83 billion, a PE ratio of 30.84, a PEG ratio of 1.63 and a beta of 0.64. The company’s 50 day moving average price is $362.28 and its two-hundred day moving average price is $326.85. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 66.77%.

Analysts Set New Price Targets

Several research firms have recently commented on UNH. Sanford C. Bernstein boosted their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a report on Wednesday, May 27th. Jefferies Financial Group upped their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Leerink Partners upped their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Barclays raised their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Finally, HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $407.17.

About UnitedHealth Group

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.