Calamos Wealth Management LLC Sells 1,231 Shares of UnitedHealth Group Incorporated $UNH

Calamos Wealth Management LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 10.4% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 10,583 shares of the healthcare conglomerate’s stock after selling 1,231 shares during the period. Calamos Wealth Management LLC’s holdings in UnitedHealth Group were worth $2,864,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in UNH. Calamos Advisors LLC increased its stake in UnitedHealth Group by 4.6% during the first quarter. Calamos Advisors LLC now owns 250,888 shares of the healthcare conglomerate’s stock worth $67,888,000 after acquiring an additional 11,085 shares during the last quarter. Retirement Planning Group LLC boosted its holdings in shares of UnitedHealth Group by 14.5% in the 1st quarter. Retirement Planning Group LLC now owns 2,490 shares of the healthcare conglomerate’s stock worth $674,000 after purchasing an additional 315 shares during the period. Mattern Capital Management LLC increased its position in shares of UnitedHealth Group by 48.4% during the 1st quarter. Mattern Capital Management LLC now owns 38,785 shares of the healthcare conglomerate’s stock valued at $10,495,000 after purchasing an additional 12,654 shares during the last quarter. Blake Schutter Theil Wealth Advisors LLC lifted its position in UnitedHealth Group by 8.0% in the first quarter. Blake Schutter Theil Wealth Advisors LLC now owns 916 shares of the healthcare conglomerate’s stock worth $248,000 after buying an additional 68 shares during the last quarter. Finally, Check Capital Management Inc. CA boosted its stake in UnitedHealth Group by 71.3% during the first quarter. Check Capital Management Inc. CA now owns 1,232 shares of the healthcare conglomerate’s stock worth $333,000 after buying an additional 513 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 1.1%

NYSE UNH opened at $429.34 on Tuesday. The company’s 50-day simple moving average is $400.56 and its two-hundred day simple moving average is $339.71. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $434.30. The company has a market capitalization of $389.90 billion, a price-to-earnings ratio of 32.43, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period last year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. 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. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 70.09%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Robert W. Baird raised their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. Oppenheimer increased their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Jefferies Financial Group boosted their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Finally, Wells Fargo & Company upped their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $421.04.

UnitedHealth Group News Summary

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

• Positive Sentiment: Wells Fargo raised its price target on UnitedHealth Group to $485 from $397 and kept an overweight rating, signaling confidence in further upside as the insurer’s recovery story gains traction. Benzinga report on Wells Fargo target increase
• Positive Sentiment: Several recent articles highlight UnitedHealth’s rally, stronger technical setup, and expectations that management has been improving medical cost control and execution, which has kept investors focused on the company’s long-term growth path. Invezz article on UNH chart and rally
• Positive Sentiment: Market commentary notes that the Trump administration’s higher-than-expected Medicare Advantage payment boost has also helped support the bullish case for managed-care stocks like UNH. Forbes article on insurer rebound
• Neutral Sentiment: Investors are waiting for second-quarter results to see whether UnitedHealth can maintain membership growth, manage rising medical costs, and meet earnings expectations after a period of volatility. Zacks article on Q2 earnings estimates
• Neutral Sentiment: There is also some debate around preventive-care coverage trends and whether expanded coverage for Guardant’s Shield test could alter UNH’s care narrative, though the direct stock impact is uncertain. Yahoo Finance article on Guardant Shield coverage
• Negative Sentiment: Some analysts and market watchers are warning that UNH’s sharp run-up could leave the stock vulnerable if earnings disappoint or if chart-based momentum fades after results. Kalkine article on UNH turning the corner

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated 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 owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is currently owned by insiders.

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.