UnitedHealth Group Incorporated $UNH Shares Sold by Riverbridge Partners LLC

11 Nov 2026, 13:39 by Tristan Rich · The Markets Daily

Riverbridge Partners LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,639 shares of the healthcare conglomerate’s stock after selling 5,739 shares during the quarter. UnitedHealth Group comprises 1.1% of Riverbridge Partners LLC’s investment portfolio, making the stock its 25th biggest position. Riverbridge Partners LLC’s holdings in UnitedHealth Group were worth $37,310,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. General Partner Inc. bought a new position in UnitedHealth Group in the 3rd quarter valued at $512,000. PBCay One RSC Ltd purchased a new position in shares of UnitedHealth Group during the 1st quarter valued at $14,343,000. Lee Johnson Capital Management LLC bought a new position in shares of UnitedHealth Group in the second quarter worth $6,180,000. Kinsale Capital Group Inc. raised its position in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after buying an additional 4,557 shares in the last quarter. Finally, Kelleher Financial Advisors boosted its stake in UnitedHealth Group by 135.9% during the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock valued at $2,284,000 after buying an additional 3,166 shares during the period. 87.86% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on UNH shares. Robert W. Baird reduced their target price on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a research report on Wednesday, October 14th. Cantor Fitzgerald raised their price target on UnitedHealth Group from $440.00 to $495.00 and gave the company an “overweight” rating in a report on Friday, July 17th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, October 14th. Argus boosted their price objective on UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Finally, UBS Group reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, October 13th. Twenty analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $463.93.

Get Our Latest Research Report on UnitedHealth Group

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 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: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

UnitedHealth Group Stock Up 1.8%

Shares of NYSE:UNH opened at $404.88 on Wednesday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The firm has a fifty day moving average of $390.98 and a 200 day moving average of $364.53. The firm has a market capitalization of $362.78 billion, a PE ratio of 23.12, a price-to-earnings-growth ratio of 1.44 and a beta of 0.51. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, beating analysts’ consensus estimates of $4.14 by $0.55. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business had revenue of $112.72 billion for the quarter, compared to the consensus estimate of $111.31 billion. During the same quarter last year, the business posted $2.59 earnings per share. The company’s revenue for the quarter was down .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, December 7th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 53.00%.

UnitedHealth Group Profile

(Free Report)

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.