Kestra Private Wealth Services LLC Increases Stake in UnitedHealth Group Incorporated $UNH

Kestra Private Wealth Services LLC boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.5% during the 1st quarter, Holdings Channel reports. The firm owned 31,903 shares of the healthcare conglomerate’s stock after acquiring an additional 4,044 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in UnitedHealth Group were worth $8,633,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in UNH. Oberndorf William E acquired a new position in UnitedHealth Group in the third quarter valued at approximately $12,276,000. Griffith & Werner Inc. acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $3,039,000. TIAA Trust National Association grew its position in UnitedHealth Group by 38.6% during the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock valued at $90,553,000 after buying an additional 73,030 shares during the period. Nordea Investment Management AB raised its position in shares of UnitedHealth Group by 4.2% in the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock worth $30,287,000 after acquiring an additional 3,720 shares during the period. Finally, Rovida Advisors Inc. boosted its stake in shares of UnitedHealth Group by 100.0% during the 3rd 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 in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Robert W. Baird upped their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Leerink Partners lifted their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Finally, Barclays boosted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $410.79.

Insider Buying and Selling

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

Trending Headlines about UnitedHealth Group

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 Stock Performance

Shares of UnitedHealth Group stock opened at $415.68 on Friday. 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 business’s 50 day moving average price is $381.65 and its 200 day moving average price is $331.77. The company 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. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $417.58.

UnitedHealth Group (NYSE:UNH) last posted its quarterly 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. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the firm earned $7.20 EPS. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently declared 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. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 70.09%.

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.