NewEdge Advisors LLC Boosts Stock Position in UnitedHealth Group Incorporated $UNH

NewEdge Advisors LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 94,610 shares of the healthcare conglomerate’s stock after purchasing an additional 11,591 shares during the period. NewEdge Advisors LLC’s holdings in UnitedHealth Group were worth $39,322,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group in the fourth quarter valued at about $25,000. Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $27,000. Lifetime Wealth Management P.C. bought a new position in UnitedHealth Group during the fourth quarter valued at $29,000. Wilkerson Advisory Group LLC bought a new stake in shares of UnitedHealth Group in the fourth quarter valued at $30,000. Finally, Aberdeen Wealth Management LLC purchased a new position in shares of UnitedHealth Group during the 2nd quarter valued at $31,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in artificial intelligence to expand Optum Insight’s software capabilities, improve operating efficiency and create new growth opportunities. Can UnitedHealth’s AI Strategy Strengthen Optum Insight’s Growth?
• Positive Sentiment: Jim Cramer characterized UnitedHealth’s latest quarter as very strong and argued that the company continues to have profitable growth and a strong competitive position. Analysts tracked by Quiver Quantitative also have a median price target of $434.50, above the recent trading level. Jim Cramer Discusses UnitedHealth’s Profitable Growth
• Neutral Sentiment: UnitedHealth’s partial sale of its Florida WellMed primary-care clinic network to TPG brings in strategic capital while allowing UNH to retain an equity interest. Management was also expected to reaffirm its full-year earnings guidance, but investors are looking for evidence that the Optum turnaround is sustainable. UnitedHealth Sells WellMed to TPG
• Negative Sentiment: The TPG transaction raised concerns because the Florida WellMed operations have been associated with Optum Health’s recent profit problems. Investors questioned whether the deal signals a weaker outlook for the assets or reflects a need for outside capital during the turnaround. UnitedHealth Slips as TPG Buys Into Florida WellMed Clinics
• Negative Sentiment: Comments from CVS Health about continued high medical-cost growth pressured managed-care stocks, including UNH. UnitedHealth also continues to face commercial-insurance margin pressure, while parts of the Optum recovery remain incomplete. CVS Still Sees High-Trend Cost Growth
• Negative Sentiment: UnitedHealth trades at a substantial valuation premium to some managed-care peers despite having slower revenue growth, increasing sensitivity to disappointing guidance or execution. Broader healthcare-sector weakness added to the selling pressure. Why Is UNH Stock Trading at a Premium?

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have commented on UNH shares. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Erste Group Bank lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Royal Bank Of Canada raised their price target on UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Wells Fargo & Company increased their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Finally, Leerink Partners upped their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $393.11 on Thursday. The firm has a market capitalization of $352.85 billion, a PE ratio of 25.30, a price-to-earnings-growth ratio of 1.51 and a beta of 0.61. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The business’s 50-day moving average price is $410.24 and its 200-day moving average price is $366.95. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the prior year, the company earned $4.08 EPS. The firm’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

About UnitedHealth Group

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.