Glenview Trust Co cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 19.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,570 shares of the healthcare conglomerate’s stock after selling 2,114 shares during the quarter. Glenview Trust Co’s holdings in UnitedHealth Group were worth $2,319,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of UNH. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group during the 2nd quarter valued at $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth $356,000. Finally, Jump Financial LLC purchased a new stake in UnitedHealth Group during the second quarter valued at $377,000. 87.86% of the stock is owned by institutional investors.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth was upgraded to Zacks Rank #1 (Strong Buy), signaling improving earnings expectations and adding to bullish sentiment around the stock. Article Title
- Positive Sentiment: JPMorgan raised its price target on UNH to $516 and reiterated an Overweight rating, reinforcing the view that the stock still has meaningful upside after its recent rally. Article Title
- Positive Sentiment: Several articles highlighted UnitedHealth’s strong Q2 performance, including better-than-expected earnings, raised guidance, and a larger share buyback authorization, all of which support the bullish case. Article Title
- Positive Sentiment: Reports framed UNH as a defensive healthcare leader benefiting from market rotation away from AI stocks, with analysts also calling it a strong momentum name and a stable dividend pick. Article Title
- Neutral Sentiment: The House passed a bill focused on provider accountability and fraud prevention in federal health programs; the article noted UNH could be affected by tighter oversight, but the near-term stock impact is unclear. Article Title
UnitedHealth Group Trading Up 3.5%
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. UnitedHealth Group’s revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 19.59 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given 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 2.1%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.
Wall Street Analysts Forecast Growth
A number of equities research analysts have issued reports on the company. Leerink Partners boosted their price target on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research note on Wednesday, May 27th. HSBC upped their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research note on Monday, July 6th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $455.92.
Get Our Latest Research Report on UnitedHealth Group
Insiders Place Their Bets
In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by corporate 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.
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