Spinnaker Trust Has $9.36 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Posted by Francis Steltz on Aug 30th, 2026

Spinnaker Trust decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.0% during the 2nd quarter, Holdings Channel.com reports. The fund owned 22,525 shares of the healthcare conglomerate’s stock after selling 4,957 shares during the quarter. Spinnaker Trust’s holdings in UnitedHealth Group were worth $9,362,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Greenleaf Trust lifted its holdings in shares of UnitedHealth Group by 11.4% in the second quarter. Greenleaf Trust now owns 18,096 shares of the healthcare conglomerate’s stock valued at $7,521,000 after purchasing an additional 1,857 shares in the last quarter. Capital Advisors Inc. OK raised its position in UnitedHealth Group by 9.0% in the 2nd quarter. Capital Advisors Inc. OK now owns 8,751 shares of the healthcare conglomerate’s stock valued at $3,637,000 after buying an additional 725 shares during the last quarter. New Mexico Educational Retirement Board boosted its holdings in UnitedHealth Group by 6.1% during the 2nd quarter. New Mexico Educational Retirement Board now owns 45,020 shares of the healthcare conglomerate’s stock worth $18,712,000 after acquiring an additional 2,600 shares during the last quarter. Toth Financial Advisory Corp raised its holdings in shares of UnitedHealth Group by 25.0% in the second quarter. Toth Financial Advisory Corp now owns 26,164 shares of the healthcare conglomerate’s stock valued at $10,874,000 after purchasing an additional 5,232 shares during the last quarter. Finally, Mufg Securities Americas Inc. lifted its position in shares of UnitedHealth Group by 9.1% during the second quarter. Mufg Securities Americas Inc. now owns 27,352 shares of the healthcare conglomerate’s stock valued at $11,368,000 after purchasing an additional 2,292 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

UNH has been the subject of several recent analyst reports. Erste Group Bank lowered UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Thursday. Barclays boosted their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. TD Cowen lifted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. Morgan Stanley increased their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Finally, Oppenheimer lifted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $456.56.

View Our Latest Stock Report on UNH

UnitedHealth Group Trading Down 0.3%

NYSE:UNH opened at $393.99 on Friday. The company has a market cap of $353.64 billion, a P/E ratio of 25.35, a P/E/G ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock’s fifty day moving average price is $413.28 and its two-hundred day moving average price is $360.11.

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 (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $110.81 billion. During the same period in the previous year, the company posted $4.08 EPS. The firm’s revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the 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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

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.