London Co. of Virginia Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH

Posted by Stanley Muller on Jul 26th, 2026

London Co. of Virginia cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 524,146 shares of the healthcare conglomerate’s stock after selling 58,695 shares during the quarter. London Co. of Virginia’s holdings in UnitedHealth Group were worth $141,835,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC grew its holdings 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 buying an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the fourth quarter worth $27,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in UnitedHealth Group during the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?

Analyst Ratings Changes

A number of research firms have issued reports on UNH. Leerink Partners upped their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a report on Wednesday, June 17th. TD Cowen boosted their price objective on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. UBS Group raised their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. KeyCorp increased their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Finally, BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $455.92.

Get Our Latest Research Report on UnitedHealth Group

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $420.40 on Friday. The stock has a market capitalization of $381.78 billion, a P/E ratio of 27.05, a PEG ratio of 1.46 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66. The business’s fifty day moving average price is $408.00 and its 200 day moving average price is $345.60. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month 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 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion for 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% compared to the same quarter last year. During the same period in the previous year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current 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 given a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. 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 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 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.

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Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)

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