Acumen Wealth Advisors LLC Sells 4,724 Shares of UnitedHealth Group Incorporated $UNH

Acumen Wealth Advisors LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 29.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 11,255 shares of the healthcare conglomerate’s stock after selling 4,724 shares during the quarter. Acumen Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $3,045,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Vanguard Group Inc. raised its position in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares during the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors lifted its position in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after purchasing an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD raised its stake in UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after buying an additional 680,077 shares during the last quarter. Finally, Capital International Investors boosted its stake in shares of UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after buying an additional 1,155,162 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was upgraded to Zacks Rank #1 (Strong Buy), signaling improving earnings expectations and adding to bullish sentiment around the stock. Article Title
• Positive Sentiment: JPMorgan raised its price target on UNH to $516 and reiterated an Overweight rating, reinforcing the view that the stock still has meaningful upside after its recent rally. Article Title
• Positive Sentiment: Several articles highlighted UnitedHealth’s strong Q2 performance, including better-than-expected earnings, raised guidance, and a larger share buyback authorization, all of which support the bullish case. Article Title
• Positive Sentiment: Reports framed UNH as a defensive healthcare leader benefiting from market rotation away from AI stocks, with analysts also calling it a strong momentum name and a stable dividend pick. Article Title
• Neutral Sentiment: The House passed a bill focused on provider accountability and fraud prevention in federal health programs; the article noted UNH could be affected by tighter oversight, but the near-term stock impact is unclear. Article Title

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on UNH. KeyCorp upped their price objective on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Mizuho upped their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research report on Monday. Oppenheimer raised their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a report on Thursday, July 16th. Finally, BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Trading Up 3.5%

UnitedHealth Group stock opened at $436.19 on Wednesday. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $461.62. The firm has a market capitalization of $396.12 billion, a price-to-earnings ratio of 28.07, a P/E/G ratio of 1.47 and a beta of 0.62. The firm has a 50 day moving average of $406.35 and a 200 day moving average of $343.75.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the prior year, the business posted $4.08 earnings per share. The company’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 19.59 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.1%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

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.