Fulton Bank N.A. Trims Position in UnitedHealth Group Incorporated $UNH

Fulton Bank N.A. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 20.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 7,710 shares of the healthcare conglomerate’s stock after selling 1,979 shares during the period. Fulton Bank N.A.’s holdings in UnitedHealth Group were worth $2,086,000 at the end of the most recent reporting period.

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

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, 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 is accessible through the SEC website. Company insiders own 0.28% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on UNH. Jefferies Financial Group boosted their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Barclays boosted their price target on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a report on Wednesday, April 1st. UBS Group lifted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Finally, Bank of America increased their price target on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. One 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $411.42.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s coverage of Guardant Health’s Shield blood test for colorectal cancer screening could support member growth and reinforce UNH’s position in preventive care, while also signaling adoption of a new, high-profile screening product. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends, which suggests better-than-expected near-term profitability. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: Technical momentum remains strong, with reports noting UNH has rallied sharply, formed a golden cross, and recently traded near its highs for the year, which can attract additional trend-following buyers. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced a $385,000 investment in local support programs for older adults, caregivers, and people with disabilities. The move is positive reputationally, but it is unlikely to materially affect earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Negative Sentiment: A court dismissal of the PBMs’ lawsuit against the FTC keeps regulatory pressure in focus for Optum Rx and the broader pharmacy-benefit manager industry, which could be a headwind for sentiment around UNH’s services segment. Court dismisses PBMs’ lawsuit against FTC following insulin settlements
• Negative Sentiment: One article frames UNH as facing a “Medicare reset,” pointing to potential changes or pressure in Medicare-related dynamics that could weigh on valuation if margins or growth expectations soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

UnitedHealth Group Price Performance

Shares of UNH opened at $426.67 on Thursday. 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 has a market cap of $387.47 billion, a price-to-earnings ratio of 32.23, a PEG ratio of 1.67 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $428.02. The stock has a 50 day moving average of $389.88 and a 200-day moving average of $334.43.

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, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion during 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 firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $7.20 earnings per share. 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 EPS for the current year.

UnitedHealth Group Increases Dividend

The business 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 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 70.09%.

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.