UnitedHealth Group (NYSE:UNH) Stock Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in UnitedHealth Group stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 12/18/2025.

UnitedHealth Group Stock Down 2.3%

UNH opened at $331.25 on Friday. The firm has a market capitalization of $300.06 billion, a P/E ratio of 17.29, a price-to-earnings-growth ratio of 2.00 and a beta of 0.42. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a fifty day moving average price of $330.33 and a 200-day moving average price of $322.09. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate of $2.87 by $0.05. The business had revenue of $113.16 billion during the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm’s revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $7.15 earnings per share. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is 46.14%.

Institutional Trading of UnitedHealth Group

Hedge funds and other institutional investors have recently bought and sold shares of the stock. North Capital Inc. boosted its position in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 27 shares during the period. Sunflower Bank N.A. boosted its holdings in shares of UnitedHealth Group by 1.5% during the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the period. Axis Wealth Partners LLC increased its holdings in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after purchasing an additional 28 shares during the period. Abound Wealth Management lifted its holdings in UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after buying an additional 29 shares during the period. Finally, Cooper Financial Group increased its stake in shares of UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after buying an additional 30 shares during the period. Institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is running a six-month Medicare Advantage pilot that speeds payments by roughly 50% (sub‑15 day cycles) to help rural hospitals’ cash flow — a move that can reduce provider strain and preserve network stability. Does UnitedHealth’s MA Pilot Signal a New Rural Support Model?
• Positive Sentiment: Analyst coverage remains constructive and media pieces note recent outperformance; one report highlighted a recent session where UNH rose ~1.2%, reflecting pockets of upside sentiment among investors. UnitedHealth Group (UNH) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Wall Street analyst sentiment and buy-side interest are being cited as supportive factors as brokers review UNH ratings and earnings prospects. Is UnitedHealth (UNH) a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Filings show a purchase by Rep. Gilbert Ray Cisneros Jr., which can be interpreted as incremental insider/institutional demand. UnitedHealth Group (NYSE:UNH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
• Neutral Sentiment: Options flow and sentiment analyses are active (heavy trading / interest), giving insight into positioning but not a clear directional signal. UnitedHealth Group Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Comparisons with peers (CVS, Centene) show UNH has lagged on total return over the past year but retains stronger operating margin and a more moderate P/E — a mixed fundamental picture for relative-value investors. UNH Stock vs. CVS
• Neutral Sentiment: Several trend/overview pieces note UNH as a widely watched ticker; that attention increases flows but doesn’t guarantee direction. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Roundups (Dogs of the Dow) include dividend and yield context that may attract income-focused buyers, but UNH’s yield/placement vs. high-yield names is mixed. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Analysts and commentators flag material margin compression after a sharp rise in healthcare costs last year, which has depressed profits and is the primary near‑term concern driving selling pressure. UnitedHealth at an Inflection Point: Margin Recovery or Prolonged Challenges?
• Negative Sentiment: Balanced ‘checkup’ pieces outline bear-case headwinds for 2026 (costs, potential reimbursement/policy risks) that keep investors cautious despite structural scale advantages. UnitedHealth just got a checkup, and UNH stock has some big problems to treat in 2026. The bull and bear cases now

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent analyst reports. Sanford C. Bernstein raised their target price on shares of UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the company an “outperform” rating in a research report on Wednesday, October 29th. KeyCorp upped their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, October 8th. Finally, Jefferies Financial Group boosted their target price on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $385.75.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.