TRB Wealth Management LLC Invests $1.30 Million in UnitedHealth Group Incorporated $UNH

TRB Wealth Management LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,137 shares of the healthcare conglomerate’s stock, valued at approximately $1,304,000.

Other institutional investors have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $25,000. Anfield Capital Management LLC raised its holdings in shares of 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 acquiring an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the 4th quarter worth approximately $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Weiss Ratings downgraded UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Bank of America restated a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Stock Up 2.3%

UnitedHealth Group stock opened at $398.89 on Tuesday. The firm has a market cap of $358.04 billion, a price-to-earnings ratio of 25.67, a P/E/G ratio of 1.35 and a beta of 0.62. The firm has a fifty day moving average price of $413.74 and a two-hundred day moving average price of $357.26. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm’s revenue for the quarter was up .4% on a year-over-year basis. During the same period in the previous year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

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.