GM Advisory Group LLC trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 63.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,015 shares of the healthcare conglomerate’s stock after selling 7,113 shares during the quarter. GM Advisory Group LLC’s holdings in UnitedHealth Group were worth $1,086,000 at the end of the most recent reporting period.
Other large investors have also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group in the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $26,000. Anfield Capital Management LLC grew its holdings 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 valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group in the 4th quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group during the fourth quarter worth $27,000. Institutional investors and hedge funds own 87.86% of the company’s stock.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth began covering Guardant Health’s Shield blood test for colorectal cancer screening for eligible members, making it the first major commercial insurer to back the test for adults 45 and older. That could strengthen UnitedHealth’s preventative-care offering and support its long-term growth image. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
- Positive Sentiment: Several recent articles highlight UnitedHealth as an “attracting investor attention” name and a potential turnaround candidate heading into its next earnings report, which can keep sentiment elevated if investors expect operational improvement. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Analysts and commentary pieces say UnitedHealth’s valuation still looks “reasonable” despite a strong one-year gain, suggesting the stock is being judged on whether future growth can justify the run-up rather than on any fresh operational surprise. UnitedHealth (UNH) Stock Looks Reasonable Even After A 42% Gain
- Neutral Sentiment: Broader healthcare-stock roundup articles and Q1 peer-comparison coverage do not point to a company-specific catalyst for UnitedHealth, but they keep UNH in focus as investors rotate within managed care and healthcare providers. Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
- Negative Sentiment: One article flagged a “Medicare reset” for UnitedHealth, which may reflect ongoing pressure or uncertainty around reimbursement and government-program exposure—an area investors tend to watch closely for margin risk. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset
Analyst Ratings Changes
Get Our Latest Research Report on UNH
UnitedHealth Group Stock Down 0.2%
Shares of NYSE:UNH opened at $424.64 on Monday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $430.20. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business’s 50-day moving average is $392.87 and its 200-day moving average is $335.60. The company has a market capitalization of $385.63 billion, a price-to-earnings ratio of 32.07, a P/E/G ratio of 1.71 and a beta of 0.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period in the previous year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors 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 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is currently 70.09%.
Insiders Place Their Bets
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.
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.
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