UnitedHealth Group Incorporated $UNH Shares Sold by Private Advisory Group LLC

Private Advisory Group LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 40,598 shares of the healthcare conglomerate’s stock after selling 3,461 shares during the quarter. Private Advisory Group LLC’s holdings in UnitedHealth Group were worth $16,874,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after buying an additional 995,210 shares during the period. State Street Corp grew its holdings in UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors raised its stake in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after purchasing an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of UnitedHealth Group by 3.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after purchasing an additional 680,077 shares during the last quarter. Finally, Capital International Investors increased its holdings in shares of UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after buying an additional 1,155,162 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Wall Street analysts remain broadly optimistic on UnitedHealth (UNH), with the average brokerage recommendation indicating a favorable view. However, analyst ratings can be subject to overly positive bias. Wall Street Bulls Look Optimistic About UnitedHealth
• Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and potentially supporting investor confidence while the company faces broader governance scrutiny. UnitedHealth Authorizes Dividend Amid Governance Lawsuit
• Neutral Sentiment: The reported guilty plea by Luigi Mangione in the federal case involving the killing of former UnitedHealthcare CEO Brian Thompson could provide additional legal clarity, but the direct effect on UnitedHealth’s operations and valuation appears limited. Luigi Mangione Reportedly Set to Plead Guilty
• Neutral Sentiment: An analysis argues that much of UnitedHealth’s expected margin recovery may already be reflected in the stock, making future revenue and membership growth important tests for further upside. UnitedHealth Margin Recovery Is Priced In
• Negative Sentiment: A shareholder lawsuit alleges that UnitedHealth executives ignored governance and cybersecurity weaknesses, discontinued an internal Medicare billing audit and failed to address risks preceding the Change Healthcare cyberattack. The allegations could increase litigation, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
• Negative Sentiment: A related derivative suit reportedly says patients won about 90% of appeals against coverage denials generated by an artificial-intelligence system and alleges executives knew about the issue. If substantiated, the claims could bring additional compliance costs, damages and scrutiny. UNH Patients Win 90 Percent of AI Denial Appeals

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on UNH shares. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. HSBC lifted their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research report on Thursday, July 16th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $455.92.

Insider Activity

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

UnitedHealth Group Trading Down 0.4%

UNH opened at $394.16 on Wednesday. The firm’s 50 day moving average is $415.15 and its 200-day moving average is $354.35. The firm has a market capitalization of $353.80 billion, a P/E ratio of 25.36, a P/E/G ratio of 1.40 and a beta of 0.62. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

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.