NFSG Corp Has $1.74 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

NFSG Corp decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 20.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,435 shares of the healthcare conglomerate’s stock after selling 1,650 shares during the quarter. NFSG Corp’s holdings in UnitedHealth Group were worth $1,741,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in 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 purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group during the 2nd quarter worth about $340,000. Flow Traders U.S. LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth approximately $377,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

UNH opened at $425.20 on Wednesday. The stock has a 50-day moving average of $401.79 and a 200-day moving average of $340.41. 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 Incorporated has a 52-week low of $234.60 and a 52-week high of $434.30. The company has a market cap of $386.14 billion, a PE ratio of 32.11, a price-to-earnings-growth ratio of 1.73 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping 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 firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the previous year, the company earned $7.20 EPS. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share 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 issued a $2.32 dividend. This is a boost 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 payout ratio is 70.09%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UNH to $480 from $440 and kept a buy rating, signaling confidence in additional upside. Truist price target raise
• Positive Sentiment: KeyCorp lifted its target to $475 from $400 and reiterated an overweight rating, adding to the bullish analyst momentum ahead of earnings. KeyCorp price target raise
• Positive Sentiment: Analysts and market commentary point to UNH’s turnaround efforts, stronger cash flow, and renewed earnings growth as reasons the stock has rallied sharply this year. UnitedHealth Stock on a Tear Ahead of Earnings
• Positive Sentiment: Investors are betting that the company’s AI investment plan could improve efficiency and support future profits, strengthening the bull case if execution is solid. UnitedHealth Is Investing $1.5 Billion in AI
• Neutral Sentiment: UNH reports second-quarter earnings on Thursday, and traders are focused on whether the company can meet expectations and potentially reach a new high after its recent run-up. UnitedHealth Reports Earnings Thursday
• Neutral Sentiment: Recent coverage also highlights UnitedHealth’s sensitivity to broader healthcare trends, including Medicare Advantage reimbursement changes and industry-wide cost pressures, which could influence results but are not yet a clear positive or negative. Eyes On Elevance Health, UnitedHealth

Wall Street Analyst Weigh In

Several research firms have weighed in on UNH. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday. Weiss Ratings raised shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, Morgan Stanley lifted their price target on UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $429.50.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s 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 completion of the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is currently owned by corporate insiders.

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.