Rep. Josh Gottheimer Buys UnitedHealth Group Incorporated (NYSE:UNH) Shares

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of UnitedHealth Group Incorporated (NYSE:UNH). In a filing disclosed on March 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in UnitedHealth Group stock on February 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
• Sold $1,001 – $15,000 in shares of Carvana (NYSE:CVNA) on 2/18/2026.
• Purchased $1,001 – $15,000 in shares of GE Vernova (NYSE:GEV) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Fair Isaac (NYSE:FICO) on 2/4/2026.

UnitedHealth Group Price Performance

UNH stock opened at $272.30 on Wednesday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average price is $294.53 and its two-hundred day moving average price is $323.80. The stock has a market capitalization of $247.16 billion, a price-to-earnings ratio of 20.64, a PEG ratio of 1.24 and a beta of 0.41. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.2%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Hedge Funds Weigh In On UnitedHealth Group

A number of hedge funds have recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group during the 4th quarter worth $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter worth $26,000. Anfield Capital Management LLC grew its holdings in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group in the fourth quarter worth about $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Company reiterates growth/efficiency push and is expanding AI investments to drive operational savings and revenue growth; management reiterated guidance at recent investor conference, which supports a constructive medium‑term outlook. UnitedHealth (UNH) Expands AI Investments to Boost Efficiency
• Positive Sentiment: Some analysts and commentators argue recent sell‑off is overdone and UnitedHealth’s diversified model and steady execution make current levels a buying opportunity for long‑term investors. UnitedHealth Group: Fears Remain Overblown In A Panicky Market
• Neutral Sentiment: Several pieces summarize Wall Street analysts’ bullish aggregate ratings (Average Brokerage Recommendation), noting analysts remain generally positive — useful context but may have limited short‑term impact given past optimism in sell‑side ratings. Is It Worth Investing in UnitedHealth (UNH) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Additional market commentary compares UNH’s steady profile to peers (Centene) and flags relative valuation and yield vs. growth tradeoffs — background analysis for positioning, not an immediate catalyst. The Upside Debate: UnitedHealth’s Consistency vs Centene’s Comeback
• Negative Sentiment: DOJ has escalated an antitrust probe into the relationship between Optum and UnitedHealth’s insurance arm, increasing regulatory risk and headline volatility that can pressure valuation. DOJ Antitrust Probe Puts Focus On UnitedHealth Valuation And Integrated Model
• Negative Sentiment: CVS reached a proposed settlement with the FTC in a high‑profile insulin pricing suit, leaving UnitedHealth (as a PBM/insurer market participant) as a potential remaining defendant/holdout — another legal/regulatory overhang. CVS, FTC reach proposed settlement in insulin pricing case
• Negative Sentiment: Several outlets note analyst downgrades and a pessimistic Zacks earnings estimate; pressure from widening gaps between reimbursement rates and medical expenses is cited as a near‑term profit margin risk. UnitedHealth (UNH) Stock Faces Pressure from Analyst Downgrades and Regulatory Challenges UnitedHealth Stock Is Down 18% in 2026 and Keeps Stumbling Zacks Research Issues Pessimistic Estimate for UNH Earnings

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on UNH. Barclays cut their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Oppenheimer lowered their price target on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $372.13.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.