Chicago Partners Investment Group LLC Sells 1,319 Shares of UnitedHealth Group Incorporated $UNH

Chicago Partners Investment Group LLC trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH) by 19.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,481 shares of the healthcare conglomerate’s stock after selling 1,319 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in UnitedHealth Group were worth $1,483,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Nordea Investment Management AB boosted its holdings in shares of UnitedHealth Group by 4.2% during the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock worth $30,287,000 after acquiring an additional 3,720 shares during the period. Vaughan David Investments LLC IL lifted its holdings in UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after purchasing an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its holdings in UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after buying an additional 55,695 shares in the last quarter. Kensington Investment Counsel LLC acquired a new stake in shares of UnitedHealth Group during the third quarter worth $2,888,000. Finally, J. Safra Sarasin Holding AG boosted its position in shares of UnitedHealth Group by 127.6% in the fourth quarter. J. Safra Sarasin Holding AG now owns 34,947 shares of the healthcare conglomerate’s stock valued at $11,536,000 after acquiring an additional 19,591 shares during the period. Institutional investors 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 dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $425.20 on Wednesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $434.30. The firm has a market capitalization of $386.14 billion, a price-to-earnings ratio of 32.11, a P/E/G ratio of 1.73 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. The firm’s 50 day simple moving average is $401.79 and its 200 day simple moving average is $340.41.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share 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 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 company earned $7.20 earnings per share. The company’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, research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal 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 $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. TD Cowen raised their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday. Jefferies Financial Group boosted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. JPMorgan Chase & Co. raised their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday, June 8th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $429.50.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UNH to $480 from $440 and kept a buy rating, signaling confidence in additional upside. Truist price target raise
• Positive Sentiment: KeyCorp lifted its target to $475 from $400 and reiterated an overweight rating, adding to the bullish analyst momentum ahead of earnings. KeyCorp price target raise
• Positive Sentiment: Analysts and market commentary point to UNH’s turnaround efforts, stronger cash flow, and renewed earnings growth as reasons the stock has rallied sharply this year. UnitedHealth Stock on a Tear Ahead of Earnings
• Positive Sentiment: Investors are betting that the company’s AI investment plan could improve efficiency and support future profits, strengthening the bull case if execution is solid. UnitedHealth Is Investing $1.5 Billion in AI
• Neutral Sentiment: UNH reports second-quarter earnings on Thursday, and traders are focused on whether the company can meet expectations and potentially reach a new high after its recent run-up. UnitedHealth Reports Earnings Thursday
• Neutral Sentiment: Recent coverage also highlights UnitedHealth’s sensitivity to broader healthcare trends, including Medicare Advantage reimbursement changes and industry-wide cost pressures, which could influence results but are not yet a clear positive or negative. Eyes On Elevance Health, UnitedHealth

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.