UnitedHealth Group Incorporated $UNH Holdings Boosted by Sax Wealth Advisors LLC

Posted by Francis Steltz on Aug 10th, 2026

Sax Wealth Advisors LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 236.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,300 shares of the healthcare conglomerate’s stock after purchasing an additional 1,617 shares during the quarter. Sax Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $956,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors bought a new position in shares of UnitedHealth Group during the fourth quarter worth about $25,000. Anfield Capital Management LLC boosted its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. bought a new position in UnitedHealth Group in the 4th quarter worth approximately $29,000. 87.86% of the stock is currently owned by institutional investors.

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

UnitedHealth Group Trading Down 0.1%

Shares of UNH stock opened at $406.54 on Monday. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a 50-day simple moving average of $414.09 and a 200 day simple moving average of $350.97. UnitedHealth Group Incorporated has a fifty-two week low of $244.37 and a fifty-two week high of $461.62. The stock has a market capitalization of $369.20 billion, a P/E ratio of 26.16, a P/E/G ratio of 1.41 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted 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. 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 analyst estimates of $110.81 billion. During the same quarter last year, the firm posted $4.08 EPS. The business’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Analysts Set New Price Targets

UNH has been the subject of a number of analyst reports. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and boosted their price target for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Mizuho increased their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Morgan Stanley boosted their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, Weiss Ratings cut shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

Get Our Latest Analysis on UnitedHealth Group

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, 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 position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is currently owned by corporate insiders.

About UnitedHealth Group

(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.