UnitedHealth Group Incorporated $UNH Shares Purchased by Icon Wealth Advisors LLC

Icon Wealth Advisors LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNHFree Report) by 8.7% during the 4th quarter, Holdings Channel reports. The fund owned 16,956 shares of the healthcare conglomerate’s stock after acquiring an additional 1,355 shares during the quarter. Icon Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $5,618,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Landscape Capital Management L.L.C. grew its stake in shares of UnitedHealth Group by 8.9% during the fourth quarter. Landscape Capital Management L.L.C. now owns 2,948 shares of the healthcare conglomerate’s stock worth $973,000 after purchasing an additional 242 shares in the last quarter. Cornerstone Financial Management LLC acquired a new position in shares of UnitedHealth Group during the fourth quarter worth $308,000. Dixon Mitchell Investment Counsel Inc. acquired a new position in shares of UnitedHealth Group during the fourth quarter worth $176,000. Epoch Investment Partners Inc. grew its stake in shares of UnitedHealth Group by 18.4% during the fourth quarter. Epoch Investment Partners Inc. now owns 77,010 shares of the healthcare conglomerate’s stock worth $25,422,000 after purchasing an additional 11,976 shares in the last quarter. Finally, Evelyn Partners Investment Management LLP boosted its stake in UnitedHealth Group by 0.7% in the fourth quarter. Evelyn Partners Investment Management LLP now owns 166,939 shares of the healthcare conglomerate’s stock valued at $55,108,000 after acquiring an additional 1,147 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $408.34 on Friday. The company has a 50-day simple moving average of $362.28 and a 200-day simple moving average of $326.85. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNHGet Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a $2.32 dividend. The ex-dividend date is Monday, June 15th. 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 yield of 2.3%. UnitedHealth Group’s payout ratio is 66.77%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on UNH. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research note on Wednesday, April 22nd. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research note on Wednesday, April 1st. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, Truist Financial upped their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $407.17.

View Our Latest Report on UNH

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by insiders.

Key Headlines Impacting UnitedHealth Group

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

  • Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
  • Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
  • Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
  • Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
  • Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

UnitedHealth Group Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)

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