Ferguson Wellman Capital Management Inc. Trims Position in UnitedHealth Group Incorporated $UNH

Posted by Brenda Bartman on Aug 29th, 2026

Ferguson Wellman Capital Management Inc. lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 9.6% during the second quarter, Holdings Channel reports. The fund owned 22,200 shares of the healthcare conglomerate’s stock after selling 2,351 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in UnitedHealth Group were worth $9,227,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC increased its holdings in shares of UnitedHealth Group by 220.0% during the 4th 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 in the last quarter. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group during the fourth quarter worth $27,000. Lifetime Wealth Management P.C. acquired a new stake in UnitedHealth Group during the fourth quarter valued at $29,000. Finally, Wilkerson Advisory Group LLC acquired a new position in shares of UnitedHealth Group in the fourth quarter worth about $30,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 0.3%

Shares of UNH opened at $393.99 on Friday. The stock has a 50 day moving average price of $413.28 and a 200 day moving average price of $360.11. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The stock has a market capitalization of $353.64 billion, a price-to-earnings ratio of 25.35, a PEG ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. TD Cowen raised their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Leerink Partners upped their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $456.56.

Read Our Latest Analysis on UNH

UnitedHealth Group Profile

(Free Report)

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.