Flatrock Wealth Partners LLC Purchases New Shares in UnitedHealth Group Incorporated $UNH

Flatrock Wealth Partners LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,239 shares of the healthcare conglomerate’s stock, valued at approximately $335,000.

A number of other large investors have also recently made changes to their positions in UNH. Nicholas Hoffman & Company LLC. grew its stake in shares of UnitedHealth Group by 1.8% during the first quarter. Nicholas Hoffman & Company LLC. now owns 2,579 shares of the healthcare conglomerate’s stock valued at $698,000 after buying an additional 46 shares during the last quarter. Renasant Bank boosted its holdings in UnitedHealth Group by 22.0% during the 1st quarter. Renasant Bank now owns 2,226 shares of the healthcare conglomerate’s stock valued at $602,000 after acquiring an additional 401 shares during the period. WealthPLAN Partners LLC increased its stake in UnitedHealth Group by 88.1% in the first quarter. WealthPLAN Partners LLC now owns 2,216 shares of the healthcare conglomerate’s stock worth $600,000 after purchasing an additional 1,038 shares during the period. Bank of Stockton boosted its stake in shares of UnitedHealth Group by 40.4% during the first quarter. Bank of Stockton now owns 2,145 shares of the healthcare conglomerate’s stock valued at $580,000 after purchasing an additional 617 shares during the period. Finally, Pioneer Trust Bank N A OR increased its stake in UnitedHealth Group by 0.9% in the 1st quarter. Pioneer Trust Bank N A OR now owns 25,153 shares of the healthcare conglomerate’s stock worth $6,806,000 after buying an additional 235 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Up 2.4%

Shares of NYSE UNH opened at $428.00 on Wednesday. The stock has a market capitalization of $388.68 billion, a PE ratio of 32.33, a price-to-earnings-growth ratio of 1.68 and a beta of 0.62. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $430.20. The stock’s fifty day simple moving average is $395.60 and its two-hundred day simple moving average is $336.86.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the business posted $7.20 EPS. The firm’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

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

Analyst Ratings Changes

A number of equities analysts have commented on the stock. HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research note on Monday. Barclays increased their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. Jefferies Financial Group increased their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research note on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $414.75.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: An external audit of UnitedHealth’s HouseCalls senior home visits found that nearly 97% of diagnoses were supported by patients’ medical records, easing concerns that the unit was inflating diagnoses to increase Medicare reimbursements. Reuters article
• Positive Sentiment: UnitedHealth said the audit helps validate its home-health practices, which could reduce regulatory and reputational risk around Medicare Advantage reimbursement concerns. Healthcare Dive article
• Positive Sentiment: The stock has been one of the stronger large-cap healthcare names this year, with coverage noting a solid first-half rebound and signs that management is addressing prior problem areas. Motley Fool article
• Positive Sentiment: UnitedHealth is also being viewed more favorably for its strategy shift toward profitability, with improving margins, stronger earnings, and Optum expansion supporting the turnaround case. Yahoo Finance article
• Positive Sentiment: The company expanded insurance coverage for Guardant Health’s Shield blood test for colorectal cancer screening in adults 45 and older, reinforcing its role in broadening access to emerging medical technologies. Yahoo Finance article
• Neutral Sentiment: HSBC raised its price target on UNH to $380 while keeping a hold rating, which is constructive but still implies the stock may be trading above the firm’s view of fair value. Benzinga article
• Neutral Sentiment: Some recent market commentary still highlighted a prior pullback in the shares, suggesting investors are watching whether the rebound is durable. Yahoo Finance article

UnitedHealth Group 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.