2,905 Shares in UnitedHealth Group Incorporated $UNH Purchased by Coppell Advisory Solutions LLC

Key Points

• Coppell Advisory Solutions LLC purchased 2,905 UnitedHealth shares in the second quarter, valued at approximately $1.21 million. Institutional investors collectively own 87.86% of the company.
• CEO Patrick Hugh Conway sold 1,169 shares for about $455,910, reducing his direct ownership by 7.09%; insiders own 0.19% of the stock.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $456.56. UnitedHealth also exceeded quarterly EPS and revenue estimates and declared a $2.32 quarterly dividend, implying a 2.3% annual yield.

Coppell Advisory Solutions LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 2,905 shares of the healthcare conglomerate's stock, valued at approximately $1,207,000.

A number of other large investors also recently bought and sold shares of UNH. LFG Wealth Partners LLC lifted its position in shares of UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock worth $355,000 after purchasing an additional 27 shares during the last quarter. Synergy Financial Group LTD increased its position in shares of UnitedHealth Group by 3.1% during the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock worth $369,000 after acquiring an additional 27 shares during the period. Ares Financial Consulting LLC boosted its holdings in shares of UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock valued at $174,000 after purchasing an additional 28 shares during the period. Rockland Trust Co. increased its holdings in UnitedHealth Group by 1.1% during the 2nd quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate's stock worth $1,076,000 after purchasing an additional 29 shares during the period. Finally, Matrix Trust Co lifted its holdings in shares of UnitedHealth Group by 24.8% in the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate's stock worth $61,000 after buying an additional 29 shares during the period. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares of the company's stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.19% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on UNH. Mizuho lifted their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a report on Monday, July 20th. Barclays upped their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a research report on Monday, July 20th. Piper Sandler set a $477.00 price objective on shares of UnitedHealth Group in a report on Thursday, July 16th. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Finally, Robert W. Baird raised UnitedHealth Group from an "underperform" rating to a "neutral" rating and boosted their price target for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $456.56.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare plans to eliminate prior-authorization requirements for approximately 1,700 treatments and services, targeting the removal of approval requirements for 30% of healthcare services by year-end. The change could reduce administrative friction for patients and providers while preserving the insurer’s focus on managing medical costs. UnitedHealthcare to drop prior authorization requirements
• Positive Sentiment: Wall Street’s average brokerage recommendation for UnitedHealth remains equivalent to a Buy, indicating that analysts generally view the company’s long-term earnings and business resilience favorably. However, the usefulness of consensus ratings may be limited because sell-side recommendations often skew optimistic. Brokers Suggest Investing in UnitedHealth
• Neutral Sentiment: After gaining 31.8% over the past year, UnitedHealth’s valuation appears neither clearly cheap nor clearly excessive. Investors are weighing the company’s quality and resilience against recent share-price softness and regulatory developments, suggesting that further upside may depend on continued earnings execution. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny
• Negative Sentiment: IRS tax scrutiny introduces regulatory uncertainty and could weigh on investor confidence, even as the stock’s valuation is viewed as reasonable by some analysts. The issue may limit enthusiasm until its potential financial impact becomes clearer. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny

UnitedHealth Group Stock Up 0.9%

UNH stock opened at $399.67 on Thursday. The firm has a 50 day moving average of $412.56 and a 200 day moving average of $363.18. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $358.74 billion, a PE ratio of 25.72, a price-to-earnings-growth ratio of 1.49 and a beta of 0.61. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same period last year, the business posted $4.08 earnings per share. The company's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm 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 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio 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.

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