2,499 Shares in UnitedHealth Group Incorporated $UNH Acquired by Financial Solutions Advisory Group Inc.

Key Points

• Financial Solutions Advisory Group acquired 2,499 UnitedHealth Group shares worth approximately $676,000, while institutional investors collectively own 87.86% of the stock.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, and revenue of $112.03 billion. Analysts expect full-year 2026 EPS of approximately $19.69.
• The company increased its quarterly dividend to $2.32, or $9.28 annually, yielding about 2.2%; analysts maintain a broadly positive outlook, with a “Moderate Buy” consensus and an average price target of $455.92.

Financial Solutions Advisory Group Inc. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 2,499 shares of the healthcare conglomerate's stock, valued at approximately $676,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Founders Capital Management LLC raised its stake in shares of UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after buying an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC grew its holdings in UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after acquiring an additional 29 shares during the period. Successful Portfolios LLC lifted its stake in shares of UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after purchasing an additional 30 shares during the period. Bell Investment Advisors Inc grew its stake in shares of UnitedHealth Group by 14.4% during the first quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate's stock worth $67,000 after purchasing an additional 31 shares during the period. Finally, Essential Partners LLC boosted its position in shares of UnitedHealth Group by 7.7% during the first quarter. Essential Partners LLC now owns 433 shares of the healthcare conglomerate's stock worth $117,000 after purchasing an additional 31 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Trading Down 1.6%

NYSE UNH opened at $414.82 on Friday. The company has a market cap of $376.72 billion, a PE ratio of 26.69, a PEG ratio of 1.44 and a beta of 0.62. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62. The stock has a 50 day moving average of $411.39 and a 200-day moving average of $348.26. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results 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 during the quarter, compared to analysts' expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group's quarterly revenue was up .4% on a year-over-year basis. During the same quarter last year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. UnitedHealth Group's dividend payout ratio (DPR) is presently 59.72%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analysts at Zacks Research raised EPS forecasts for several future periods, including Q3 2026, Q1 2027, Q3 2027, Q4 2027, and Q1 2028. Zacks maintained a “Strong Buy” rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $19.85 from $18.33 and its FY2027 estimate to $22.44 from $20.87, maintaining a “Buy” rating. MarketBeat UnitedHealth analyst estimates
• Positive Sentiment: Recent coverage highlights UNH’s second-quarter earnings beat, lower medical-cost ratio, improved margins, and raised 2026 guidance as evidence that the company’s turnaround is gaining traction. Its diversified Optum platform and growing use of artificial intelligence are also viewed as longer-term strengths. UnitedHealth turnaround signal
• Positive Sentiment: A separate valuation update lifted the estimated fair value from $424.23 to $475.23, reflecting improved Medicare Advantage and Optum Health assumptions. The average brokerage recommendation remains equivalent to “Buy,” although the usefulness of broadly positive analyst ratings is questioned. UnitedHealth fair value update
• Neutral Sentiment: Commentary says the recent stock advance reflects a Medicare Advantage repricing strategy that management outlined months earlier, suggesting the market is reassessing earnings power rather than responding to a new operational announcement. UnitedHealth Medicare Advantage repricing analysis
• Negative Sentiment: Zacks reduced its Q4 2026 EPS estimate to $2.25 from $2.47 and trimmed its Q2 2028 forecast to $5.84 from $5.92. These isolated cuts may be contributing to caution even as the firm remains bullish overall.
• Negative Sentiment: UnitedHealth faces scrutiny over surprise-billing dispute costs, while broader risks include commercial-market trends, Medicaid exposure, and regulation. Medicare Advantage insurers are also redesigning 2027 plans, potentially affecting enrollment, benefits, and member retention. Cigna and UnitedHealth cost coverage

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Mizuho raised their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research note on Monday, July 20th. Weiss Ratings lowered UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday. UBS Group boosted their price objective on UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a report on Tuesday, July 21st. Finally, Jefferies Financial Group upped their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a report on Monday, April 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $455.92.

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.

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