Coronation Fund Managers 13F: Exits UnitedHealth (UNH) Stake
Key Points
- Coronation Fund Managers cut its position in UnitedHealth Group by 28,144 shares, leaving it with no shares after the sale.
- The fund's reported value in UnitedHealth Group was approximately $1.75 billion before the exit, representing 49 positions in its portfolio.
- UnitedHealth recently traded around $410.61, which is about equal to the closing price on the day of the sale.
Get UnitedHealth Group Incorporated text alerts
We text you when insiders, Congress, analysts or big funds move on $UNH.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated UnitedHealth Group Incorporated alert may contain errors. Disclosures
Coronation Fund Managers sold 28,144 shares of UnitedHealth Group Incorporated (NYSE: UNH) on October 27, 2026, completely exiting its position. This move was detailed in the fund's latest Form 13F filing with the SEC.
In the filing, Coronation reported a total value of approximately $1.75 billion for its investments, with this particular stock representing a significant part of their portfolio. After this sale, the fund holds no shares in UnitedHealth Group, marking a complete exit from the company.
UNH
UnitedHealth Group Incorporated
Where UnitedHealth Group Fits in Coronation Fund Managers' Portfolio
Before the sale, UnitedHealth Group was one of 49 positions in Coronation's portfolio. The exit from this position indicates a strategic shift, as it accounted for a notable portion of the fund's holdings. The fund's decision to sell out may suggest a reevaluation of its investment strategy or a response to market conditions.
UnitedHealth Group Incorporated Stock Down 1.8%
As of October 28, 2026, UnitedHealth Group shares were recently traded around $410.61, which is about equal to the closing price of $410.39 on October 27, 2026. The stock is currently above its 50-day moving average by 5.6% and above its 200-day moving average by 13.6%. However, it remains about 11.1% below its 52-week high of $461.62.
Recent Earnings
For the trailing twelve months, UnitedHealth Group reported revenue of approximately $450.06 billion and an earnings per share (EPS) of $15.55. The next earnings report is expected on January 12, 2027.
Dividend
UnitedHealth Group pays an annual dividend rate of $9.28, resulting in a dividend yield of 2.26%. The payout ratio stands at 57.6%.
Insider Buying and Selling at UnitedHealth Group Incorporated
In recent insider transactions, Patrick Hugh Conway, an officer at UnitedHealth, sold 1,169 shares at an average price of $390 on August 21, 2026, totaling approximately $455,910. Earlier, he sold 500 shares at $410 on August 5, 2026, valued at about $205,000.
Analysts Set New Price Targets
On October 27, 2026, Wells Fargo maintained an Overweight rating on UnitedHealth Group with a price target of $487, down from $526. Morgan Stanley also maintained an Overweight rating, setting a price target of $531, slightly up from $529. Overall, analysts maintain a consensus rating of Buy with a mean price target of $476.56.
About UnitedHealth Group
UnitedHealth Group operates as a health care company, providing a range of health services through its segments, including Optum Health and UnitedHealthcare. The company serves patients, consumers, and public-sector entities, making it a major player in the healthcare industry.
Bottom Line
Investors should watch for further updates regarding UnitedHealth Group's performance in the upcoming earnings report on January 12, 2027. Coronation Fund Managers' exit from this position could signal changes in their investment strategy, which may impact their future filings.
Related Filing Alerts
Source: Coronation Fund Managers's 13F filing on $UNH (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts