UnitedHealth Group Incorporated $UNH Shares Sold by BCS Wealth Management

BCS Wealth Management reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 51.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,413 shares of the healthcare conglomerate’s stock after selling 1,499 shares during the period. BCS Wealth Management’s holdings in UnitedHealth Group were worth $382,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at $25,000. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC boosted its stake in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group to $475 from $450 and reiterated a buy rating, signaling additional upside from current levels. Benzinga article on price target increase
• Positive Sentiment: Multiple articles highlighted UnitedHealth Group as a top long-term value stock, which may be supporting sentiment among growth-at-a-reasonable-price investors. Zacks article on long-term value stock
• Positive Sentiment: Commentary from Jim Cramer recommending UNH as a buy added to the upbeat tone around the stock. Motley Fool article on Jim Cramer
• Positive Sentiment: UNH also reached a proposed FTC settlement over insulin rebating practices, which could reduce regulatory uncertainty if finalized. Yahoo Finance article on FTC settlement
• Neutral Sentiment: Several additional pieces described UnitedHealth as steady in healthcare or discussed whether it is a buy, but did not add a major new catalyst beyond the generally favorable sentiment. Kalkine Media article on steady performance

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Down 0.8%

UNH opened at $405.86 on Thursday. The company has a market cap of $368.58 billion, a PE ratio of 30.65, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The firm has a 50 day moving average price of $379.62 and a 200 day moving average price of $331.17.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the firm earned $7.20 earnings per share. UnitedHealth Group’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

Analysts Set New Price Targets

Several research analysts have weighed in on UNH shares. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Barclays lifted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Leerink Partners raised their price target on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Oppenheimer upped their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Bank of America raised their target price on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $410.79.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.