Drucker Wealth 3.0 LLC Reduces Stake in UnitedHealth Group Incorporated $UNH

Drucker Wealth 3.0 LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 48.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,355 shares of the healthcare conglomerate’s stock after selling 1,285 shares during the quarter. Drucker Wealth 3.0 LLC’s holdings in UnitedHealth Group were worth $367,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors bought a new position in shares of UnitedHealth Group in the fourth quarter worth approximately $25,000. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC raised its position in shares of UnitedHealth Group by 220.0% during the 4th 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 shares of UnitedHealth Group during the 4th quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group in the fourth quarter valued at $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Down 0.9%

Shares of NYSE UNH opened at $415.97 on Wednesday. The company has a market cap of $377.76 billion, a price-to-earnings ratio of 31.42, a PEG ratio of 1.69 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm’s fifty day moving average is $387.82 and its 200 day moving average is $333.79. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $427.93.

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 analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a $2.32 dividend. This is an increase 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 yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing the view that the stock still has upside after a strong recent run. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends that could support results and sentiment heading into the report. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: UNH has continued to attract momentum traders after a sharp rally, with coverage noting a golden cross technical pattern and shares trading near recent highs, which can draw additional buying interest. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced $385,000 in community investments to expand support for older adults, caregivers, people with disabilities, and workforce programs. The move is positive for reputation, but it is unlikely to materially affect near-term earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Neutral Sentiment: Recent articles highlighting UNH as a stock to watch and a potential buy before second-quarter results reflect investor attention ahead of earnings, but they do not add new fundamental information. Should You Buy UnitedHealth Group Stock Before July 16?
• Negative Sentiment: Broader commentary noted that Wall Street has issued downbeat forecasts on some stocks in the healthcare group, which could keep some caution in the market even if UNH-specific sentiment remains constructive. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

Analyst Ratings Changes

A number of equities analysts have recently issued reports on UNH shares. Barclays upped their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Mizuho boosted their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. TD Cowen reaffirmed a “buy” rating on shares of UnitedHealth Group in a research note on Monday, June 22nd. Finally, HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $411.42.

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.