Stokes Capital Advisors LLC Sells 15,366 Shares of UnitedHealth Group Incorporated $UNH

Stokes Capital Advisors LLC lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 85.1% in the 1st quarter, HoldingsChannel reports. The firm owned 2,684 shares of the healthcare conglomerate’s stock after selling 15,366 shares during the quarter. Stokes Capital Advisors LLC’s holdings in UnitedHealth Group were worth $726,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Oberndorf William E purchased a new stake in UnitedHealth Group during the 3rd quarter valued at $12,276,000. Griffith & Werner Inc. purchased a new stake in shares of UnitedHealth Group during the third quarter worth about $3,039,000. TIAA Trust National Association increased its holdings in UnitedHealth Group by 38.6% during the 3rd quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock valued at $90,553,000 after purchasing an additional 73,030 shares during the period. Nordea Investment Management AB increased its stake in shares of UnitedHealth Group by 4.2% during the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock valued at $30,287,000 after buying an additional 3,720 shares during the period. Finally, Rovida Advisors Inc. lifted its stake in UnitedHealth Group by 100.0% in the third quarter. Rovida Advisors Inc. now owns 30,000 shares of the healthcare conglomerate’s stock worth $10,358,000 after acquiring an additional 15,000 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $415.68 on Friday. The stock has a market cap of $377.50 billion, a price-to-earnings ratio of 31.40, a PEG ratio of 1.63 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $417.58. The firm’s 50-day moving average is $381.65 and its 200 day moving average is $331.77.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate 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 was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were paid a $2.32 dividend. 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%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.28% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

UNH has been the subject of several research reports. Royal Bank Of Canada upped their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Oppenheimer upped their target price on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Finally, TD Cowen reiterated a “buy” rating on shares of UnitedHealth Group in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $410.79.

UnitedHealth Group News Summary

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group to $475 from $450 and kept a buy rating, signaling further upside potential for the stock.
• Positive Sentiment: The stock hit a new 52-week high of $417.58, reflecting strong momentum as investors continue to reward UnitedHealth’s recent operating performance and long-term earnings outlook.
• Positive Sentiment: Several recent articles highlighted UNH as a long-term value stock, with Wall Street expectations calling for double-digit EPS growth in the upcoming Q2 2026 report.
• Neutral Sentiment: Broader market action also helped: the Dow surged while tech stocks lagged, which can support large healthcare names like UnitedHealth as investors rotate toward more defensive sectors.
• Neutral Sentiment: UnitedHealth reached a proposed FTC settlement over insulin rebating practices, which removes some regulatory uncertainty but does not appear to be a major near-term catalyst.
• Neutral Sentiment: Commentary from analysts and media outlets generally remained constructive, with some pieces asking whether the stock is still a buy after its strong run.

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.