UnitedHealth Group Incorporated $UNH Shares Sold by BIP Wealth LLC

BIP Wealth LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 49.1% in the first quarter, Holdings Channel reports. The firm owned 1,561 shares of the healthcare conglomerate’s stock after selling 1,504 shares during the period. BIP Wealth LLC’s holdings in UnitedHealth Group were worth $422,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Baer Investment Advisory LLC purchased a new stake in UnitedHealth Group during the 1st quarter worth approximately $927,000. Boyd Watterson Asset Management LLC OH lifted its stake in shares of UnitedHealth Group by 8.8% during the first quarter. Boyd Watterson Asset Management LLC OH now owns 3,466 shares of the healthcare conglomerate’s stock worth $938,000 after buying an additional 279 shares during the period. Turtle Creek Wealth Advisors LLC grew its holdings in shares of UnitedHealth Group by 10.6% during the first quarter. Turtle Creek Wealth Advisors LLC now owns 18,808 shares of the healthcare conglomerate’s stock valued at $5,089,000 after buying an additional 1,807 shares during the last quarter. DB Fitzpatrick & Co Inc raised its stake in UnitedHealth Group by 11.8% in the 1st quarter. DB Fitzpatrick & Co Inc now owns 5,268 shares of the healthcare conglomerate’s stock worth $1,425,000 after acquiring an additional 556 shares during the last quarter. Finally, Sierra Summit Advisors LLC grew its stake in UnitedHealth Group by 3.2% during the 1st quarter. Sierra Summit Advisors LLC now owns 6,912 shares of the healthcare conglomerate’s stock valued at $1,870,000 after purchasing an additional 217 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

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

UnitedHealth Group Trading Down 0.2%

Shares of UnitedHealth Group stock opened at $424.64 on Monday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $430.20. The firm’s 50-day moving average price is $392.87 and its 200 day moving average price is $335.60. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $385.63 billion, a PE ratio of 32.07, a P/E/G ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter last year, the business posted $7.20 earnings per share. The business’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change 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 2.2%. UnitedHealth Group’s payout ratio is currently 70.09%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Robert W. Baird raised their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target for the company in a research report on Tuesday, April 7th. UBS Group upped their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $411.42.

UnitedHealth Group News Summary

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

About UnitedHealth Group

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.