Clifford Swan Investment Counsel LLC Sells 8,829 Shares of UnitedHealth Group Incorporated $UNH

Posted by Geri Gentry on Sep 1st, 2026

Clifford Swan Investment Counsel LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.9% in the second quarter, HoldingsChannel reports. The firm owned 102,523 shares of the healthcare conglomerate’s stock after selling 8,829 shares during the quarter. UnitedHealth Group makes up 1.4% of Clifford Swan Investment Counsel LLC’s investment portfolio, making the stock its 13th largest position. Clifford Swan Investment Counsel LLC’s holdings in UnitedHealth Group were worth $42,612,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new position in shares of UnitedHealth Group in the fourth quarter worth about $4,376,167,000. Corient Private Wealth LP bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $245,516,000. Legal & General Group Plc bought a new position in shares of UnitedHealth Group in the second quarter worth about $2,444,928,000. Jupiter Topco LLC purchased a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $2,019,844,000. Finally, BlackRock Inc. boosted its position in shares of UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after acquiring an additional 3,395,530 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. TD Cowen raised their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Barclays increased their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Finally, Wells Fargo & Company boosted their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $456.56.

View Our Latest Research Report on UNH

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction 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 completion of the sale, the chief executive officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Trading Down 0.8%

Shares of UNH opened at $389.92 on Tuesday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company’s fifty day simple moving average is $412.95 and its 200-day simple moving average is $361.54. The company has a market cap of $349.99 billion, a P/E ratio of 25.09, a P/E/G ratio of 1.36 and a beta of 0.62.

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

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 59.72%.

About UnitedHealth Group

(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.