Integrated Advisors Network LLC Sells 8,258 Shares of UnitedHealth Group Incorporated $UNH

Integrated Advisors Network LLC trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 53.0% in the first quarter, Holdings Channel reports. The firm owned 7,337 shares of the healthcare conglomerate’s stock after selling 8,258 shares during the quarter. Integrated Advisors Network LLC’s holdings in UnitedHealth Group were worth $1,985,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group in the fourth quarter valued at $25,000. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC grew its holdings in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth approximately $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. 87.86% of the stock is owned by institutional investors.

Key UnitedHealth Group News

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

• Positive Sentiment: An external audit of UnitedHealth’s HouseCalls senior home visits found that nearly 97% of diagnoses were supported by patients’ medical records, easing concerns that the unit was inflating diagnoses to increase Medicare reimbursements. Reuters article
• Positive Sentiment: UnitedHealth said the audit helps validate its home-health practices, which could reduce regulatory and reputational risk around Medicare Advantage reimbursement concerns. Healthcare Dive article
• Positive Sentiment: The stock has been one of the stronger large-cap healthcare names this year, with coverage noting a solid first-half rebound and signs that management is addressing prior problem areas. Motley Fool article
• Positive Sentiment: UnitedHealth is also being viewed more favorably for its strategy shift toward profitability, with improving margins, stronger earnings, and Optum expansion supporting the turnaround case. Yahoo Finance article
• Positive Sentiment: The company expanded insurance coverage for Guardant Health’s Shield blood test for colorectal cancer screening in adults 45 and older, reinforcing its role in broadening access to emerging medical technologies. Yahoo Finance article
• Neutral Sentiment: HSBC raised its price target on UNH to $380 while keeping a hold rating, which is constructive but still implies the stock may be trading above the firm’s view of fair value. Benzinga article
• Neutral Sentiment: Some recent market commentary still highlighted a prior pullback in the shares, suggesting investors are watching whether the rebound is durable. Yahoo Finance article

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Truist Financial increased their price target on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Barclays lifted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Jefferies Financial Group increased their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $414.75.

UnitedHealth Group Price Performance

NYSE:UNH opened at $428.00 on Wednesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a market cap of $388.68 billion, a price-to-earnings ratio of 32.33, a P/E/G ratio of 1.68 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $430.20. The firm’s 50-day simple moving average is $395.60 and its 200 day simple moving average is $336.86.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period last year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a dividend of $2.32 per share. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s payout ratio is currently 70.09%.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group Company 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.