International Assets Investment Management LLC Has $116.22 Million Stake in UnitedHealth Group Incorporated $UNH

International Assets Investment Management LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 90.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 429,507 shares of the healthcare conglomerate’s stock after buying an additional 203,498 shares during the quarter. UnitedHealth Group comprises approximately 2.7% of International Assets Investment Management LLC’s holdings, making the stock its 3rd largest position. International Assets Investment Management LLC’s holdings in UnitedHealth Group were worth $116,220,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group during the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $26,000. Anfield Capital Management LLC grew its stake in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the 4th quarter worth $27,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE:UNH traded down $6.63 on Friday, reaching $425.05. The stock had a trading volume of 3,797,031 shares, compared to its average volume of 5,701,382. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $434.30. The stock has a fifty day moving average price of $399.40 and a 200-day moving average price of $338.88. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $386.00 billion, a P/E ratio of 32.10, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the company earned $7.20 EPS. UnitedHealth Group’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. Research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is currently 70.09%.

Insider Buying and Selling at UnitedHealth Group

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 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 approximately $6,320,775. This 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 accessible through this link. Corporate insiders own 0.28% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. HSBC lifted their target price on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research report on Wednesday, April 22nd. Bank of America raised their target price on UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Oppenheimer increased their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $417.38.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

UnitedHealth Group 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.