First Financial Bankshares Inc Trims Stock Position in UnitedHealth Group Incorporated $UNH

First Financial Bankshares Inc cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 12.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 40,548 shares of the healthcare conglomerate’s stock after selling 5,594 shares during the quarter. First Financial Bankshares Inc’s holdings in UnitedHealth Group were worth $13,385,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group during the 4th quarter valued at approximately $26,000. Anfield Capital Management LLC grew its stake in UnitedHealth Group by 220.0% during the 4th 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 in the last quarter. Joseph Group Capital Management acquired a new stake in UnitedHealth Group during the 4th quarter valued at approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is owned by insiders.

UnitedHealth Group Stock Down 0.5%

Shares of UNH stock opened at $405.58 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The stock has a market cap of $368.32 billion, a PE ratio of 30.63, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. The business’s fifty day moving average is $359.59 and its 200-day moving average is $326.28. 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, beating the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 66.77%.

Wall Street Analyst Weigh In

UNH has been the subject of several research reports. Leerink Partners lifted their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Barclays raised their price target on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Mizuho raised their price target on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a report on Monday. Finally, Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $407.17.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
• Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
• Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
• Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

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.