Red Door Wealth Management LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH

Red Door Wealth Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 5.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,560 shares of the healthcare conglomerate’s stock after acquiring an additional 1,180 shares during the period. Red Door Wealth Management LLC’s holdings in UnitedHealth Group were worth $6,104,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the business. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group in the 4th quarter worth about $25,000. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the fourth quarter worth about $26,000. Anfield Capital Management LLC raised its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $27,000. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on UNH. Barclays boosted their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. Truist Financial raised their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, June 23rd. Finally, Wells Fargo & Company boosted their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $410.79.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $427.47 on Monday. The company’s 50 day moving average is $383.92 and its 200 day moving average is $332.50. 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 has a market cap of $388.21 billion, a price-to-earnings ratio of 32.29, a PEG ratio of 1.72 and a beta of 0.64. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $427.93.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 business had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the firm posted $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. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal 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 issued a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 70.09%.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction on Thursday, April 23rd. The stock was 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 in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Company 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.