UnitedHealth Group Incorporated $UNH Shares Acquired by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 31.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,318 shares of the healthcare conglomerate’s stock after acquiring an additional 1,275 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in UnitedHealth Group were worth $1,439,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Founders Capital Management LLC grew its position in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after buying an additional 29 shares during the period. Kellett Wealth Advisors LLC boosted its stake in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after acquiring an additional 29 shares in the last quarter. Cooper Financial Group increased its stake in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC boosted its position in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares in the last quarter. Finally, Bell Investment Advisors Inc grew its holdings in UnitedHealth Group by 14.4% in the first quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 31 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

UNH has been the topic of several recent research reports. TD Cowen reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Mizuho upped their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, June 23rd. Finally, Morgan Stanley boosted their price target on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $410.79.

UnitedHealth Group Stock Performance

Shares of UNH opened at $419.30 on Tuesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $427.93. The company’s 50 day simple moving average is $385.98 and its 200 day simple moving average is $333.18. The company has a market capitalization of $380.78 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 1.72 and a beta of 0.64. 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 for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the firm posted $7.20 EPS. UnitedHealth Group’s 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 predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current 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 $2.32 dividend. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing bullish expectations for the stock. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Investors are looking ahead to UnitedHealth’s second-quarter earnings on July 16, and anticipation around the report is keeping attention on the name. Should You Buy UnitedHealth Group Stock Before July 16?
• Neutral Sentiment: Market commentary continues to include UnitedHealth among healthcare stocks worth watching, reflecting ongoing investor focus on the sector rather than a company-specific catalyst. Top Healthcare Stocks To Keep An Eye On – June 28th
• Neutral Sentiment: One article suggested a mixed view on unpopular stocks more broadly, but it did not provide a clear new negative catalyst specific to UnitedHealth. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This 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 currently owned by 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.