CHICAGO TRUST Co NA Has $1.93 Million Holdings in UnitedHealth Group Incorporated $UNH

CHICAGO TRUST Co NA reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 23.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,145 shares of the healthcare conglomerate’s stock after selling 2,193 shares during the period. CHICAGO TRUST Co NA’s holdings in UnitedHealth Group were worth $1,933,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in UNH. Cassia Capital Partners LLC grew its holdings in shares of UnitedHealth Group by 45.1% during the first quarter. Cassia Capital Partners LLC now owns 3,479 shares of the healthcare conglomerate’s stock valued at $941,000 after buying an additional 1,081 shares during the last quarter. Lynch Asset Management Inc. lifted its position in UnitedHealth Group by 11.4% in the 1st quarter. Lynch Asset Management Inc. now owns 16,650 shares of the healthcare conglomerate’s stock valued at $4,505,000 after acquiring an additional 1,700 shares in the last quarter. Balentine LLC increased its holdings in UnitedHealth Group by 4.3% during the 1st quarter. Balentine LLC now owns 4,756 shares of the healthcare conglomerate’s stock worth $1,287,000 after purchasing an additional 198 shares in the last quarter. Cane Capital Partners LLC lifted its holdings in shares of UnitedHealth Group by 361.2% in the first quarter. Cane Capital Partners LLC now owns 2,878 shares of the healthcare conglomerate’s stock valued at $779,000 after purchasing an additional 2,254 shares in the last quarter. Finally, Secured Retirement Advisors LLC grew its holdings in UnitedHealth Group by 118.9% during the first quarter. Secured Retirement Advisors LLC now owns 4,026 shares of the healthcare conglomerate’s stock worth $1,089,000 after buying an additional 2,187 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group 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 sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. TD Cowen restated a “buy” rating on shares of UnitedHealth Group in a research note on Monday, June 22nd. Jefferies Financial Group raised their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. Mizuho boosted their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Finally, Leerink Partners increased their price target on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $411.42.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $426.67 on Thursday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $428.02. The firm’s 50-day simple moving average is $389.88 and its two-hundred day simple moving average is $334.43. The firm has a market cap of $387.47 billion, a price-to-earnings ratio of 32.23, a P/E/G ratio of 1.67 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

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

UnitedHealth Group Increases Dividend

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

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 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.