Beverly Hills Private Wealth LLC Reduces Position in UnitedHealth Group Incorporated $UNH

Key Points

• Beverly Hills Private Wealth LLC cut its UnitedHealth Group stake by 15.4% in the second quarter, selling 2,727 shares and retaining 14,999 shares valued at approximately $6.23 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly earnings of $6.38 per share, well above the $4.94 consensus estimate, while revenue reached $112.03 billion. The company maintained fiscal 2026 earnings guidance of $19.50–$20.00 per share.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $455.92, but tax scrutiny and a shareholder lawsuit related to the Change Healthcare acquisition and data breach remain risks. The company also declared a quarterly dividend of $2.32 per share.

Beverly Hills Private Wealth LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 15.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,999 shares of the healthcare conglomerate's stock after selling 2,727 shares during the period. UnitedHealth Group accounts for about 1.2% of Beverly Hills Private Wealth LLC's portfolio, making the stock its 24th largest holding. Beverly Hills Private Wealth LLC's holdings in UnitedHealth Group were worth $6,234,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group during the second quarter worth about $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $377,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Stock Down 1.0%

Shares of UnitedHealth Group stock opened at $384.60 on Friday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a 50 day moving average of $414.33 and a 200 day moving average of $355.71. 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 company has a market capitalization of $345.21 billion, a P/E ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62.

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 for the quarter, beating 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 net margin of 3.14% and a return on equity of 16.53%. The company's revenue was up .4% on a year-over-year basis. During the same period last year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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 issued 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 2.4%. UnitedHealth Group's dividend payout ratio is presently 59.72%.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Wall Street Zen upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Erste Group Bank raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday, April 27th. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Finally, Robert W. Baird raised shares of UnitedHealth Group from an "underperform" rating to a "neutral" rating and raised their price target for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and an average price target of $455.92.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 500 shares of the business's stock in a transaction that occurred 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 sale, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by insiders.

UnitedHealth Group 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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