Abel Hall LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 42.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,269 shares of the healthcare conglomerate’s stock after selling 1,666 shares during the quarter. Abel Hall LLC’s holdings in UnitedHealth Group were worth $614,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group in the fourth quarter worth $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group in the 4th quarter worth $26,000. Anfield Capital Management LLC lifted its position in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the 4th quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group during the 4th quarter valued at approximately $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is emphasizing profitability, improving margins, and stronger earnings, which could support a longer-term turnaround. The company is also expanding Optum, a key growth driver that may help offset slower top-line growth. UnitedHealth Bets on Profitability Over Growth: Will It Pay Off?
- Positive Sentiment: HSBC raised its price target on UNH to $380 from $300, reinforcing that analysts still see value in the stock despite the recent pullback. Benzinga report on HSBC target increase
- Positive Sentiment: UnitedHealth became the first major commercial insurer to cover Guardant Health’s Shield blood test for adults 45 and older, a move that could improve access to early colorectal cancer screening and show the company is supporting new healthcare technologies. UnitedHealth Group Opens Shield Blood Test Coverage For Adults 45 And Older
- Neutral Sentiment: Multiple recent write-ups describe UNH as a strong momentum or long-term healthcare holding, but these are mostly sentiment pieces rather than new operational catalysts. Why UnitedHealth Group (UNH) is a top momentum stock for the long term
- Negative Sentiment: The stock slipped while the market rose, suggesting investors are still cautious after a strong run and may be waiting for clearer signs that the profitability-focused strategy will translate into sustained upside. UnitedHealth Group (UNH) Stock Declines While Market Improves: Some Information for Investors
UnitedHealth Group Stock Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.
Wall Street Analysts Forecast Growth
Several equities analysts recently weighed in on the stock. UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. TD Cowen restated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Mizuho boosted their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Morgan Stanley lifted their price objective on UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 30th. Finally, Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $414.75.
Check Out Our Latest Analysis on UNH
Insider Buying and Selling at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value 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 represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.28% of the company’s stock.
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.
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