Burney Co. Has $5.56 Million Stake in UnitedHealth Group Incorporated $UNH

Burney Co. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,555 shares of the healthcare conglomerate’s stock after selling 3,655 shares during the period. Burney Co.’s holdings in UnitedHealth Group were worth $5,562,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the 4th quarter valued at $25,000. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC grew its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

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

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $418.15 on Tuesday. 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 company has a market capitalization of $379.74 billion, a P/E ratio of 31.58, a P/E/G ratio of 1.71 and a beta of 0.62. The business has a 50 day moving average of $392.87 and a 200-day moving average of $335.60.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, 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 issued a $2.32 dividend. The ex-dividend date was Monday, June 15th. 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%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

Trending Headlines about UnitedHealth Group

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

Analyst Ratings Changes

Several research analysts have commented on the stock. Barclays boosted their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Bank of America upped their price objective on UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. UBS Group lifted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Morgan Stanley raised their price target on shares of UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Finally, JPMorgan Chase & Co. increased their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a research note on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $414.75.

UnitedHealth Group Company 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.