Kestra Advisory Services LLC Reduces Holdings in UnitedHealth Group Incorporated $UNH

Kestra Advisory Services LLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.1% during the 1st quarter, Holdings Channel reports. The institutional investor owned 135,108 shares of the healthcare conglomerate’s stock after selling 4,335 shares during the quarter. Kestra Advisory Services LLC’s holdings in UnitedHealth Group were worth $36,559,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Resona Asset Management Co. Ltd. raised its holdings in UnitedHealth Group by 2.4% in the 1st quarter. Resona Asset Management Co. Ltd. now owns 289,144 shares of the healthcare conglomerate’s stock valued at $77,786,000 after buying an additional 6,704 shares during the period. Griffith & Werner Inc. raised its stake in shares of UnitedHealth Group by 30.6% in the 1st quarter. Griffith & Werner Inc. now owns 12,490 shares of the healthcare conglomerate’s stock valued at $3,380,000 after acquiring an additional 2,925 shares during the period. Personal CFO Solutions LLC lifted its holdings in shares of UnitedHealth Group by 20.0% in the 1st quarter. Personal CFO Solutions LLC now owns 5,580 shares of the healthcare conglomerate’s stock worth $1,510,000 after acquiring an additional 931 shares during the last quarter. Greenwood Capital Associates LLC increased its holdings in UnitedHealth Group by 48.8% in the 1st quarter. Greenwood Capital Associates LLC now owns 22,013 shares of the healthcare conglomerate’s stock valued at $5,956,000 after purchasing an additional 7,218 shares during the last quarter. Finally, Sageworth Trust Co acquired a new position in UnitedHealth Group during the first quarter worth $254,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the 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 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Down 1.5%

Shares of UNH stock traded down $6.63 during trading hours on Friday, reaching $425.05. 3,797,031 shares of the stock were exchanged, compared to its average volume of 5,701,382. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $434.30. The business’s fifty day moving average is $399.40 and its two-hundred day moving average is $338.88. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a market capitalization of $386.00 billion, a P/E ratio of 32.10, a P/E/G ratio of 1.74 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations 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 was up 2.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a dividend of $2.32 per share. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on UNH. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. Bank of America boosted their price target on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a report on Wednesday, April 1st. TD Cowen reiterated a “buy” rating on shares of UnitedHealth Group in a report on Monday, June 22nd. Finally, Jefferies Financial Group boosted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $417.38.

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.