1,693 UnitedHealth Group Incorporated $UNH Shares Sold by Yousif Capital Management LLC

Posted by Stanley Muller on Oct 24th, 2026

Yousif Capital Management LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 82,913 shares of the healthcare conglomerate’s stock after selling 1,693 shares during the quarter. Yousif Capital Management LLC’s holdings in UnitedHealth Group were worth $30,436,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. General Partner Inc. bought a new stake in UnitedHealth Group in the third quarter valued at $512,000. PBCay One RSC Ltd bought a new position in UnitedHealth Group in the 1st quarter worth $14,343,000. Lee Johnson Capital Management LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $6,180,000. Kinsale Capital Group Inc. boosted its stake in shares of UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares in the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its position in shares of UnitedHealth Group by 1,287.2% during the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after buying an additional 55,695 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on UNH. Sanford C. Bernstein decreased their price target on shares of UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. The Goldman Sachs Group increased their target price on UnitedHealth Group from $435.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Morgan Stanley lifted their price target on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Wells Fargo & Company upped their price target on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Finally, Zacks Research lowered UnitedHealth Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 14th. Twenty investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $463.80.

View Our Latest Research Report on UnitedHealth Group

UnitedHealth Group Stock Down 1.7%

Shares of NYSE UNH traded down $7.01 on Friday, reaching $417.97. 3,887,791 shares of the company’s stock traded hands, compared to its average volume of 6,059,975. The business’s 50 day simple moving average is $388.47 and its two-hundred day simple moving average is $389.72. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a market cap of $375.16 billion, a price-to-earnings ratio of 23.87, a price-to-earnings-growth ratio of 1.54 and a beta of 0.60. The company has a quick ratio of 0.78, a current ratio of 0.74 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The firm had revenue of $112.70 billion for the quarter, compared to analysts’ expectations of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 20.63 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s payout ratio is 53.00%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.

More UnitedHealth Group News

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

Positive Sentiment: Third-quarter beat and raised outlook support the shares. Adjusted EPS rose approximately 61% to $4.69, exceeding the $4.14 consensus estimate, while revenue reached $112.7 billion versus expectations of $111.3 billion. Management raised its 2026 adjusted EPS outlook to at least $20.50, reinforcing investor confidence in its cost controls and execution. UnitedHealth beat-and-raise quarter
Positive Sentiment: Optum Health’s performance improved materially. The unit’s profit increased to $735 million, helping demonstrate operating leverage and contributing to UnitedHealth’s post-earnings recovery. Optum Health profit surge
Positive Sentiment: Analyst expectations and valuation support remain favorable. Erste Group raised its FY2026 EPS estimate to $20.55 from $19.86 and its FY2027 estimate to $23.29 from $22.51. Mizuho also lifted its price target to $500 from $493 and maintained an “outperform” rating, implying additional upside from the referenced price. Mizuho raises UnitedHealth price target
Neutral Sentiment: Investor attention and value-based coverage may increase trading interest. Zacks highlighted heightened investor attention and characterized UNH as a value stock, but these are sentiment and screening signals rather than new fundamental developments. Zacks value-stock analysis
Negative Sentiment: Higher 2027 Medicare costs could pressure affordability and margins. The planned increase in costs for seniors may create political and utilization concerns, potentially offsetting some of the recent earnings momentum. Healthcare stocks also faced broader sector pressure in recent trading. UnitedHealth 2027 Medicare costs

About UnitedHealth Group

(Free Report)

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care company that provides health insurance coverage, health care services, pharmacy services and health technology. Its businesses serve individuals, employers, government programs, health care providers and other organizations, primarily in the United States.

The company operates through two principal businesses. UnitedHealthcare offers health benefit plans and related services for employers, individuals, families and government-sponsored programs, including Medicare and Medicaid.