Joel Isaacson & Co. LLC Decreases Stock Position in UnitedHealth Group Incorporated $UNH

Joel Isaacson & Co. LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 25.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,505 shares of the healthcare conglomerate’s stock after selling 1,891 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in UnitedHealth Group were worth $2,288,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC increased its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at $27,000. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group during the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group in the 4th quarter valued at about $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Down 0.1%

Shares of NYSE UNH opened at $401.52 on Monday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $360.40 billion, a PE ratio of 25.84, a P/E/G ratio of 1.40 and a beta of 0.62. The firm has a fifty day moving average of $415.74 and a 200-day moving average of $352.85. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm’s revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter last year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent research reports. Mizuho lifted their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. KeyCorp increased their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Morgan Stanley increased their target price on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $455.92.

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.