Adams Diversified Equity Fund Inc. Sells 9,800 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Adams Diversified Equity Fund reduced its UnitedHealth stake by 19.3% in the first quarter, selling 9,800 shares and leaving it with 41,000 shares worth about $11.1 million.
• UnitedHealth posted solid quarterly results, beating earnings and revenue estimates, and it raised its quarterly dividend to $2.32 per share from $2.21.
• Analyst sentiment remains mostly positive, with multiple firms reaffirming or raising targets; MarketBeat says the stock has a Moderate Buy consensus and an average target price of $410.79.

Adams Diversified Equity Fund Inc. cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 19.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,000 shares of the healthcare conglomerate's stock after selling 9,800 shares during the period. Adams Diversified Equity Fund Inc.'s holdings in UnitedHealth Group were worth $11,094,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock valued at $30,238,162,000 after acquiring an additional 995,210 shares during the last quarter. State Street Corp lifted its position in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock valued at $14,931,592,000 after buying an additional 1,119,834 shares during the last quarter. Capital World Investors increased its holdings in shares of UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock worth $7,457,723,000 after acquiring an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in UnitedHealth Group by 3.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock worth $6,215,660,000 after purchasing an additional 680,077 shares during the period. Finally, Capital International Investors increased its holdings in shares of UnitedHealth Group by 6.6% in the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.28% of the company's stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group's Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group's Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

UnitedHealth Group Trading Up 2.9%

Shares of UNH stock opened at $427.47 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $388.21 billion, a P/E ratio of 32.29, a P/E/G ratio of 1.72 and a beta of 0.64. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $427.93. The stock's fifty day simple moving average is $383.92 and its 200 day simple moving average is $332.44.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion for the quarter, compared to analysts' expectations of $109.84 billion. During the same period in the previous year, the business posted $7.20 earnings per share. The business's quarterly revenue 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, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is 70.09%.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Robert W. Baird lifted 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. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday, May 27th. UBS Group increased their target price on UnitedHealth Group from $410.00 to $460.00 and gave the stock a "buy" rating in a research note on Friday, May 22nd. TD Cowen reaffirmed a "buy" rating on shares of UnitedHealth Group in a report on Monday, June 22nd. Finally, Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $410.79.

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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