UnitedHealth Group Incorporated $UNH Shares Sold by Carnegie Investment Counsel

Carnegie Investment Counsel decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 2.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 104,832 shares of the healthcare conglomerate’s stock after selling 3,048 shares during the period. Carnegie Investment Counsel’s holdings in UnitedHealth Group were worth $27,230,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at $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 valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the 4th quarter worth about $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the 4th quarter worth $27,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock traded down $6.63 on Friday, reaching $425.05. 3,797,031 shares of the stock were exchanged, compared to its average volume of 5,701,382. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $434.30. 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’s 50 day moving average is $399.40 and its 200-day moving average is $338.88. The firm has a market cap of $386.00 billion, a PE ratio of 32.10, a P/E/G ratio of 1.71 and a beta of 0.62.

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

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. This is a positive change 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 of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday, June 8th. Oppenheimer boosted their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. HSBC boosted their price objective on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Raymond James Financial raised shares of 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. Finally, Leerink Partners raised their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. One 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. Based on data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $417.38.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction 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. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.28% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

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.