UnitedHealth Group Incorporated $UNH Shares Sold by Centric Wealth Management

30 Aug 2025, 10:38 by Teresa Graham · The Cerbat Gem

Centric Wealth Management lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.1% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,677 shares of the healthcare conglomerate’s stock after selling 703 shares during the quarter. Centric Wealth Management’s holdings in UnitedHealth Group were worth $1,926,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in UNH. Citizens National Bank Trust Department raised its holdings in UnitedHealth Group by 1.0% in the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate’s stock valued at $9,368,000 after acquiring an additional 170 shares in the last quarter. Fort Washington Investment Advisors Inc. OH grew its position in shares of UnitedHealth Group by 0.3% during the first quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate’s stock worth $277,641,000 after acquiring an additional 1,465 shares during the last quarter. Caitlin John LLC grew its position in shares of UnitedHealth Group by 14.8% during the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate’s stock worth $451,000 after acquiring an additional 111 shares during the last quarter. Sherbrooke Park Advisers LLC purchased a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $515,000. Finally, Full Sail Capital LLC grew its position in shares of UnitedHealth Group by 2.1% during the fourth quarter. Full Sail Capital LLC now owns 1,612 shares of the healthcare conglomerate’s stock worth $815,000 after acquiring an additional 33 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 589 shares of the business’s stock in a transaction dated Tuesday, June 10th. The shares were sold at an average price of $305.00, for a total value of $179,645.00. Following the completion of the transaction, the chief executive officer owned 10,398 shares of the company’s stock, valued at approximately $3,171,390. The trade was a 5.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.28% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. TD Cowen lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $308.00 target price on the stock. in a research report on Monday, May 19th. UBS Group reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Baird R W lowered shares of UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research report on Thursday, July 31st. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $418.00 to $310.00 and set an “overweight” rating on the stock in a research report on Wednesday, August 6th. Finally, Deutsche Bank Aktiengesellschaft decreased their target price on shares of UnitedHealth Group from $521.00 to $362.00 and set a “buy” rating on the stock in a research report on Wednesday, May 14th. Fifteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $353.00.

View Our Latest Stock Report on UNH

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $309.77 on Friday. The firm has a market capitalization of $280.55 billion, a P/E ratio of 13.42, a PEG ratio of 1.95 and a beta of 0.43. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $630.73. The company’s fifty day moving average is $288.16 and its two-hundred day moving average is $381.70.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.45 by ($0.37). The firm had revenue of $111.62 billion for the quarter, compared to analyst estimates of $111.75 billion. UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The company’s quarterly revenue was up 12.9% compared to the same quarter last year. During the same period last year, the firm earned $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th will be paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, September 15th. UnitedHealth Group’s payout ratio is 38.30%.

UnitedHealth Group Company Profile

(Free Report)

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older addressing their needs; Medicaid plans, children's health insurance and health care programs; and health and dental benefits, and hospital and clinical services, as well as health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.