AG Campbell Advisory LLC Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• AG Campbell Advisory LLC initiated a new position in UnitedHealth Group during the fourth quarter, buying 2,782 shares worth about $918,000. The stock now ranks as the firm’s 29th-largest holding and makes up about 0.3% of its portfolio.
• Other institutional investors have also been active in UNH, and the stock remains heavily owned by institutions at 87.86%. Meanwhile, CEO Patrick Hugh Conway sold 800 shares in April, trimming his stake by 4.3%.
• Analysts remain broadly constructive on UnitedHealth Group, with several firms raising price targets and the consensus rating at “Moderate Buy” with a target of $409.75. The company also reported better-than-expected quarterly earnings and recently raised its quarterly dividend to $2.32 per share.

AG Campbell Advisory LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,782 shares of the healthcare conglomerate's stock, valued at approximately $918,000. UnitedHealth Group accounts for about 0.3% of AG Campbell Advisory LLC's portfolio, making the stock its 29th biggest holding.

Several other large investors have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group during the 4th quarter valued at about $26,000. Anfield Capital Management LLC increased its holdings in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC lifted its holdings in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after buying an additional 34 shares during the period. 87.86% of the stock is owned by institutional investors.

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Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm's 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 completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.28% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the subject of several analyst reports. Royal Bank Of Canada upped their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Wells Fargo & Company boosted their target price on UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Truist Financial increased their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a "buy" rating in a report on Monday, June 1st. Raymond James Financial upgraded shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price target on the stock in a report on Wednesday, April 1st. Finally, Mizuho increased their price target on UnitedHealth Group from $440.00 to $460.00 and gave the stock an "outperform" rating in a research report on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus price target of $409.75.

UnitedHealth Group Trading Down 0.0%

NYSE:UNH opened at $400.86 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock's 50 day simple moving average is $373.69 and its 200-day simple moving average is $329.55. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The firm has a market cap of $364.04 billion, a P/E ratio of 30.28, a PEG ratio of 1.61 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 during the quarter, compared to analysts' expectations of $109.84 billion. During the same quarter in the previous year, the business earned $7.20 EPS. The firm's revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. UnitedHealth Group's dividend payout ratio (DPR) is presently 70.09%.

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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