Johnson Sells $1K–$15K UnitedHealth Shares as CFC Planning Co Adds $4.41M
Representative Julie Johnson sold $1,001–$15,000 of UnitedHealth Group stock on December 18, while CFC Planning Co LLC acquired 12,764 shares worth $4.41 million in Q3, reflecting mixed trading flows. Major analysts have lifted UNH’s consensus price target to $385.75, noting a P/E of 17.3 that supports a moderate valuation.
1. Representative Julie Johnson Sells UnitedHealth Group Shares
In a disclosure filed on January 15, Representative Julie Johnson (D-TX) reported the sale of between 1,001 and 15,000 dollars’ worth of UnitedHealth Group shares on December 18. The transaction was executed through her Chase Brokerage Account ending in 3935. This sale represents her sole transaction in UnitedHealth Group during the quarter, following identical disposals in other large-cap names on the same date.
2. Third-Quarter Earnings and Dividend Update
UnitedHealth Group reported third-quarter earnings per share of 2.92, beating consensus by 0.05, on revenues of 113.16 billion, just slightly below forecasts. Revenue grew by 12.2% year-over-year, while net margin stood at 4.04% and return on equity reached 19.23%. In mid-December, the company paid a quarterly dividend of 2.21 per share, corresponding to an annualized payout of 8.84 and a yield of 2.7%, with a payout ratio of 46.14%. Analysts project full-year EPS of 29.54 for the current fiscal period.
3. Institutional Trading and Analyst Ratings
Institutional investors hold approximately 87.9% of UnitedHealth Group’s shares. During the third quarter, North Capital Inc. increased its position by 16.2%, while Sunflower Bank N.A. and Axis Wealth Partners LLC each added roughly 1.5% to their stakes. CFC Planning Co. entered as a new holder with a 12,764-share position valued at about 4.4 million. On the ratings front, one firm awards a Strong Buy, seventeen assign Buy, nine rate Hold and three issue Sell, resulting in an average consensus of Moderate Buy and a target near 385.75.