UnitedHealth Group (NYSE:UNH) CEO Patrick Hugh Conway Sells 800 Shares

UnitedHealth Group Incorporated (NYSE:UNH) CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

UnitedHealth Group Stock Down 0.1%

Shares of UnitedHealth Group stock opened at $354.64 on Tuesday. 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 company has a market cap of $322.09 billion, a P/E ratio of 26.79, a PEG ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $424.12. The firm’s 50 day moving average price is $294.63 and its 200-day moving average price is $316.54.

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

UnitedHealth Group Announces Dividend

The business 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 was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 results and outlook beat expectations — UnitedHealth reported stronger‑than‑expected Q1 revenue and EPS and raised FY guidance (management highlighted margin improvement and Medicare tailwinds), underpinning the recovery thesis. UnitedHealth: Solid Renewal Cadence With 2027 Tailwinds
• Positive Sentiment: Goldman Sachs raised its target on UNH, calling out ETFs (like IHF) as ways to play the sector while softening Medicaid risks — a visible analyst upgrade that can attract investor inflows. Goldman Sachs Lifts UnitedHealth Target Price: Healthcare ETFs to Watch
• Positive Sentiment: Erste Group upgraded UNH from Hold to Buy — another vote of confidence from the sell‑side that can support buying interest. Finviz (Erste upgrade)
• Positive Sentiment: High‑profile media support — Jim Cramer publicly said UNH “deserves to be much higher,” which can spur retail buying and sentiment momentum. Jim Cramer on UnitedHealth
• Neutral Sentiment: Operational initiative — UnitedHealth is expanding electronic prior authorization to reduce manual steps and speed approvals (could lower provider friction and administrative costs over time). UnitedHealth Prior Authorization Expansion Meets Mixed Returns And Valuation Upside
• Neutral Sentiment: Analyst target dispersion — several firms have recently adjusted targets (mixed: some big raises, some conservative holds), leaving the consensus elevated but with variance that can cause trading volatility. QuiverQuant UNH opinions
• Negative Sentiment: Insider sale — CEO Patrick Conway sold 800 shares at about $355 on April 23 (filed on Form 4). While modest in size, insider selling can be perceived negatively by some investors. SEC Form 4 (CEO sale)

Wall Street Analyst Weigh In

A number of research firms recently commented on UNH. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Leerink Partners lifted their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Truist Financial reaffirmed a “buy” rating and set a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Finally, Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $377.64.

Hedge Funds Weigh In On UnitedHealth Group

Several institutional investors and hedge funds have recently modified their holdings of the stock. Brighton Jones LLC lifted its stake in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group in the 2nd quarter worth about $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group in the 2nd quarter worth about $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the 2nd quarter worth about $377,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

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.