UnitedHealth Group Incorporated $UNH Shares Acquired by Trilogy Capital Inc.

Posted by Geri Gentry on Aug 4th, 2026

Trilogy Capital Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 885.5% during the 2nd quarter, Holdings Channel.com reports. The fund owned 12,033 shares of the healthcare conglomerate’s stock after buying an additional 10,812 shares during the period. Trilogy Capital Inc.’s holdings in UnitedHealth Group were worth $5,001,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC increased its position in 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 buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at $27,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group during the 4th quarter valued at about $29,000. 87.86% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on UNH shares. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their price target for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Truist Financial raised their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a research report on Thursday, July 16th. Oppenheimer lifted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $455.92.

Check Out Our Latest Report on UnitedHealth Group

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $415.21 on Tuesday. UnitedHealth Group Incorporated has a 1 year low of $236.95 and a 1 year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The stock has a fifty day moving average price of $411.93 and a two-hundred day moving average price of $348.89. The firm has a market cap of $377.07 billion, a P/E ratio of 26.72, a PEG ratio of 1.44 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company’s revenue was up .4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

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.