Fischer Financial Services Inc. Has $1.45 Million Stake in UnitedHealth Group Incorporated $UNH

Fischer Financial Services Inc. reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 22.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 5,370 shares of the healthcare conglomerate’s stock after selling 1,563 shares during the period. Fischer Financial Services Inc.’s holdings in UnitedHealth Group were worth $1,454,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of UNH. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group in the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC grew its stake 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 buying an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the fourth quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group in the 4th quarter valued at about $27,000. 87.86% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on UNH. Leerink Partners raised their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. Royal Bank Of Canada lifted their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Mizuho boosted their price objective on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Finally, Barclays boosted their price target on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued 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, the company currently has a consensus rating of “Moderate Buy” and an average price target of $414.75.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred 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 sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group News Roundup

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

UnitedHealth Group Stock Down 1.7%

Shares of NYSE UNH opened at $418.15 on Tuesday. The stock has a 50-day moving average price of $392.87 and a two-hundred day moving average price of $335.60. 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 company has a market cap of $379.74 billion, a price-to-earnings ratio of 31.58, a PEG ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last announced 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 net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the prior year, the business earned $7.20 earnings per share. The company’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. As a group, analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared 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. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is an increase 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%.

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.