Sigma Planning Corp Trims Stock Position in UnitedHealth Group Incorporated $UNH

Sigma Planning Corp trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 12.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,723 shares of the healthcare conglomerate’s stock after selling 1,795 shares during the period. Sigma Planning Corp’s holdings in UnitedHealth Group were worth $5,288,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC raised its holdings in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Nalls Sherbakoff Group LLC purchased a new position in UnitedHealth Group during the fourth quarter valued at $27,000. Lifetime Wealth Management P.C. purchased a new stake in shares of UnitedHealth Group in the 4th quarter worth about $29,000. Finally, Wilkerson Advisory Group LLC purchased a new position in UnitedHealth Group during the 4th quarter valued at about $30,000. 87.86% of the stock is owned by institutional investors.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Erste Group Bank downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research report on Thursday, July 16th. KeyCorp boosted their target price on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Zacks Research upgraded UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Finally, TD Cowen upped their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $456.56.

UnitedHealth Group Trading Up 0.3%

Shares of NYSE:UNH opened at $393.99 on Monday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The stock’s fifty day moving average price is $413.28 and its 200-day moving average price is $360.71. The company has a market cap of $353.64 billion, a P/E ratio of 25.35, a PEG ratio of 1.36 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the prior year, the business earned $4.08 EPS. The business’s revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s payout ratio is 59.72%.

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.