DGS Capital Management LLC Reduces Stock Position in UnitedHealth Group Incorporated $UNH

DGS Capital Management LLC trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 50.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,892 shares of the healthcare conglomerate’s stock after selling 1,904 shares during the period. DGS Capital Management LLC’s holdings in UnitedHealth Group were worth $512,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Ascentis Independent Advisors grew its position in UnitedHealth Group by 44.4% during the first quarter. Ascentis Independent Advisors now owns 3,458 shares of the healthcare conglomerate’s stock worth $936,000 after buying an additional 1,064 shares in the last quarter. Hardy Reed LLC grew its holdings in shares of UnitedHealth Group by 3.8% during the first quarter. Hardy Reed LLC now owns 2,654 shares of the healthcare conglomerate’s stock worth $718,000 after purchasing an additional 98 shares in the last quarter. Raleigh Capital Management Inc. increased its position in shares of UnitedHealth Group by 5.8% in the first quarter. Raleigh Capital Management Inc. now owns 806 shares of the healthcare conglomerate’s stock worth $218,000 after purchasing an additional 44 shares during the last quarter. St. Johns Investment Management Company LLC lifted its position in UnitedHealth Group by 8.1% during the first quarter. St. Johns Investment Management Company LLC now owns 3,201 shares of the healthcare conglomerate’s stock valued at $866,000 after purchasing an additional 241 shares during the last quarter. Finally, Revisor Wealth Management LLC increased its holdings in shares of UnitedHealth Group by 7.0% in the 1st quarter. Revisor Wealth Management LLC now owns 3,671 shares of the healthcare conglomerate’s stock worth $994,000 after buying an additional 240 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Down 1.7%

UNH opened at $418.15 on Tuesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $430.20. 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 business’s 50-day moving average price is $392.87 and its 200-day moving average price is $335.60. The company has a market cap 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.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results 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 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 analyst estimates of $109.84 billion. During the same period last year, the company earned $7.20 EPS. UnitedHealth Group’s revenue for the quarter 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, equities analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is shifting its strategy toward profitability over rapid growth, with improving margins, stronger earnings, and Optum expansion seen as supporting a longer-term turnaround. UnitedHealth Bets on Profitability Over Growth: Will It Pay Off?
• Positive Sentiment: HSBC raised its price target on UNH to $380 and maintained a “hold” rating, reflecting continued analyst attention and a more favorable valuation view than before. HSBC raises UnitedHealth price target
• Positive Sentiment: Multiple recent analyst targets remain well above prior levels, including targets in the mid-$400s, which supports the view that Wall Street still sees recovery potential in the stock.
• Positive Sentiment: UnitedHealth became the first major commercial insurer to cover Guardant Health’s Shield blood test for colorectal cancer screening in eligible adults 45 and older, a move that could strengthen its role in emerging preventative care and improve access to innovative screening tools. UnitedHealth Group Opens Shield Blood Test Coverage
• Neutral Sentiment: Market commentary continues to frame UNH as a long-term momentum name and a defensive healthcare holding, suggesting investors still view it as a quality large-cap stock with stable fundamentals.
• Negative Sentiment: The stock declined in the latest trading session even as the broader market improved, indicating some near-term profit-taking or investor caution despite the favorable long-term setup. UnitedHealth Group Stock Declines While Market Improves

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Jefferies Financial Group upped their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Mizuho lifted their price target on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research report on Wednesday, April 22nd. TD Cowen restated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One research 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 stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $414.75.

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.