NewEdge Advisors LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 83,019 shares of the healthcare conglomerate’s stock after selling 28,917 shares during the period. NewEdge Advisors LLC’s holdings in UnitedHealth Group were worth $22,464,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group in the second quarter valued at about $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth about $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction dated 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 owned 16,497 shares of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.19% of the company’s stock.
Wall Street Analyst Weigh In
View Our Latest Stock Report on UNH
UnitedHealth Group Stock Performance
Shares of UnitedHealth Group stock opened at $406.54 on Friday. The firm’s 50-day simple moving average is $414.09 and its 200-day simple moving average is $350.83. UnitedHealth Group Incorporated has a 1 year low of $244.37 and a 1 year high of $461.62. The firm has a market cap of $369.20 billion, a PE ratio of 26.16, a price-to-earnings-growth ratio of 1.40 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. During the same quarter last year, the business posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 59.72%.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
- Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
- Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
- Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
- Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing
About UnitedHealth Group
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.
Read More
- Five stocks we like better than UnitedHealth Group
- Datadog’s Drop Says More About Expectations Than Earnings
- D-Wave’s Quantum Breakthrough Couldn’t Save QBTS From a Sell-Off
- Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
- Solventum Nears Inflection Point As It Begins to Unlock Value
Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH – Free Report).
Receive News & Ratings for UnitedHealth Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UnitedHealth Group and related companies with MarketBeat.com's FREE daily email newsletter.
