Tred Avon Family Wealth LLC Reduces Holdings in UnitedHealth Group Incorporated $UNH

Tred Avon Family Wealth LLC cut its position in UnitedHealth Group Incorporated (NYSE:UNH) by 57.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,584 shares of the healthcare conglomerate’s stock after selling 2,100 shares during the quarter. Tred Avon Family Wealth LLC’s holdings in UnitedHealth Group were worth $429,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at about $4,376,167,000. Capital Research Global Investors boosted its holdings in UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors increased its holdings in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its position in shares of UnitedHealth Group by 141.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after purchasing an additional 2,410,128 shares in the last quarter. Finally, Cardano Risk Management B.V. grew its position in shares of UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after buying an additional 2,262,006 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH opened at $419.30 on Tuesday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company’s 50-day moving average price is $385.98 and its 200 day moving average price is $333.18. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $427.93. The firm has a market cap of $380.78 billion, a price-to-earnings ratio of 31.67, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share 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. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is presently 70.09%.

Key UnitedHealth Group News

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing bullish expectations for the stock. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Investors are looking ahead to UnitedHealth’s second-quarter earnings on July 16, and anticipation around the report is keeping attention on the name. Should You Buy UnitedHealth Group Stock Before July 16?
• Neutral Sentiment: Market commentary continues to include UnitedHealth among healthcare stocks worth watching, reflecting ongoing investor focus on the sector rather than a company-specific catalyst. Top Healthcare Stocks To Keep An Eye On – June 28th
• Neutral Sentiment: One article suggested a mixed view on unpopular stocks more broadly, but it did not provide a clear new negative catalyst specific to UnitedHealth. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

Analyst Upgrades and Downgrades

A number of research analysts have commented on UNH shares. Barclays increased their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note 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 stock a “buy” rating in a research report on Monday, April 20th. Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Robert W. Baird increased their target price on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. Finally, Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $410.79.

Insider Buying and Selling at UnitedHealth Group

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

About UnitedHealth Group

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.