Trivium Point Advisory LLC Has $2.35 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Trivium Point Advisory LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.5% in the second quarter, HoldingsChannel reports. The institutional investor owned 5,649 shares of the healthcare conglomerate’s stock after selling 1,938 shares during the period. Trivium Point Advisory LLC’s holdings in UnitedHealth Group were worth $2,348,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of UNH. HBK Sorce Advisory LLC grew its stake in UnitedHealth Group by 7.1% in the second quarter. HBK Sorce Advisory LLC now owns 9,264 shares of the healthcare conglomerate’s stock valued at $3,824,000 after purchasing an additional 615 shares in the last quarter. Abbot Financial Management Inc. acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $289,000. Peachtree Investment Partners LLC acquired a new position in UnitedHealth Group in the second quarter worth approximately $254,000. Tulsa Wealth Advisors INC lifted its stake in UnitedHealth Group by 14.9% in the second quarter. Tulsa Wealth Advisors INC now owns 8,090 shares of the healthcare conglomerate’s stock valued at $3,363,000 after acquiring an additional 1,048 shares during the last quarter. Finally, Heritage Trust Co grew its position in UnitedHealth Group by 1.4% in the second quarter. Heritage Trust Co now owns 29,111 shares of the healthcare conglomerate’s stock worth $12,099,000 after acquiring an additional 409 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Get UnitedHealth Group alerts:

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $388.03 on Thursday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The business has a fifty day simple moving average of $414.75 and a 200 day simple moving average of $355.03. The firm has a market capitalization of $348.29 billion, a price-to-earnings ratio of 24.97, a PEG ratio of 1.37 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 (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business’s revenue was up .4% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have weighed in on UNH shares. KeyCorp raised their target price on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Mizuho raised their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and increased their price target for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Finally, UBS Group lifted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

Get Our Latest Analysis on UNH

UnitedHealth Group News Summary

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
• Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
• Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization

Insider Activity

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.19% of the company’s stock.

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.

Featured Articles

• Five stocks we like better than UnitedHealth Group
• Bloom Energy’s AI Surge Meets a Valuation Reality Check
• Target Is Winning Shoppers Back—Can the Rally Reach $180?
• IonQ’s Space Contract Points to a New Frontier for Quantum Investors
• Is Apple’s AI Strategy Smarter Than Skeptics Think?

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.