Cetera Trust Company N.A acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,780 shares of the healthcare conglomerate’s stock, valued at approximately $1,987,000. UnitedHealth Group makes up 1.0% of Cetera Trust Company N.A’s investment portfolio, making the stock its 26th largest holding.
Other institutional investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group in the fourth quarter worth $25,000. Aberdeen Wealth Management LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth $31,000. Anfield Capital Management LLC raised its position in shares of 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 buying an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the fourth quarter worth approximately $27,000. Finally, Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Analysts Set New Price Targets
Several analysts recently weighed in on the company. TD Cowen increased their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. JPMorgan Chase & Co. raised their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Mizuho upped their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Wells Fargo & Company upped their target price on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Finally, Morgan Stanley boosted their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given 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 $456.56.
UnitedHealth Group Stock Performance
Shares of NYSE:UNH opened at $396.78 on Wednesday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a market cap of $356.14 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 1.38 and a beta of 0.62. The firm’s 50 day simple moving average is $413.51 and its 200-day simple moving average is $358.11. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period last year, the business posted $4.08 EPS. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.
UnitedHealth Group Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.
Insider Activity at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
- Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
- Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
- Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
- Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
- Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing
UnitedHealth Group Profile
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
- Pathward’s Credit Scare Tests Its Comeback Story
- Wiring the AI Boom: Rumble’s $13.7B Pivot
- StoneX: Too Far Too Fast?
- DICK’s Sporting Goods Faces Pain Now for a Bigger Prize
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.
