UnitedHealth Group Incorporated $UNH Shares Sold by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 13.0% in the first quarter, HoldingsChannel reports. The institutional investor owned 8,947 shares of the healthcare conglomerate’s stock after selling 1,339 shares during the quarter. Aaron Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $2,421,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after acquiring an additional 995,210 shares in the last quarter. State Street Corp grew its holdings in UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors grew its position in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of UnitedHealth Group by 3.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after purchasing an additional 680,077 shares during the period. Finally, Capital International Investors lifted its stake in shares of UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’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 in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. 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 currently owned by company insiders.

Analysts Set New Price Targets

UNH has been the topic of a number of research reports. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Wednesday, April 22nd. Robert W. Baird raised their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research note on Tuesday, April 7th. Morgan Stanley boosted their price target on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. Finally, TD Cowen reiterated a “buy” rating on shares of UnitedHealth Group in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $410.79.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group to $475 from $450 and kept a buy rating, signaling further upside potential for the stock.
• Positive Sentiment: The stock hit a new 52-week high of $417.58, reflecting strong momentum as investors continue to reward UnitedHealth’s recent operating performance and long-term earnings outlook.
• Positive Sentiment: Several recent articles highlighted UNH as a long-term value stock, with Wall Street expectations calling for double-digit EPS growth in the upcoming Q2 2026 report.
• Neutral Sentiment: Broader market action also helped: the Dow surged while tech stocks lagged, which can support large healthcare names like UnitedHealth as investors rotate toward more defensive sectors.
• Neutral Sentiment: UnitedHealth reached a proposed FTC settlement over insulin rebating practices, which removes some regulatory uncertainty but does not appear to be a major near-term catalyst.
• Neutral Sentiment: Commentary from analysts and media outlets generally remained constructive, with some pieces asking whether the stock is still a buy after its strong run.

UnitedHealth Group Trading Up 2.4%

Shares of UNH opened at $415.68 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $417.58. The stock has a 50-day moving average price of $381.65 and a 200 day moving average price of $331.77. The company has a market capitalization of $377.50 billion, a P/E ratio of 31.40, a P/E/G ratio of 1.63 and a beta of 0.64.

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

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is presently 70.09%.

UnitedHealth Group Company 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.