Biondo Investment Advisors LLC Decreases Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Biondo Investment Advisors reduced its UnitedHealth Group stake by 12.3% in the fourth quarter, selling 2,720 shares and leaving it with 19,338 shares valued at about $6.38 million.
• UnitedHealth recently reported strong quarterly results, beating EPS and revenue estimates, and lifted its quarterly dividend to $2.32 per share, or $9.28 annualized.
• Wall Street sentiment remains constructive, with several firms raising price targets and the stock carrying a Moderate Buy consensus rating and average target price of $407.17.

Biondo Investment Advisors LLC cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 19,338 shares of the healthcare conglomerate's stock after selling 2,720 shares during the quarter. Biondo Investment Advisors LLC's holdings in UnitedHealth Group were worth $6,384,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in UNH. Brighton Jones LLC grew its holdings in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group in the second quarter worth approximately $340,000. Flow Traders U.S. LLC bought a new position in shares of UnitedHealth Group in the second quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new position in shares of UnitedHealth Group in the second quarter worth approximately $377,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business'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 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.28% of the company's stock.

More UnitedHealth Group News

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

UnitedHealth Group Price Performance

UNH opened at $408.34 on Friday. The stock has a 50-day moving average price of $362.28 and a 200-day moving average price of $326.85. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a market cap of $370.83 billion, a PE ratio of 30.84, a P/E/G ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.UnitedHealth Group's quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced 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 is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group's payout ratio is presently 66.77%.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Truist Financial raised their target price on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a report on Monday, June 1st. Mizuho raised their target price on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an "outperform" rating in a report on Monday, June 8th. Bank of America upgraded shares of UnitedHealth Group from a "neutral" rating to a "buy" rating and lifted their price target for the company from $420.00 to $450.00 in a report on Thursday, June 4th. Argus upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. Finally, HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $407.17.

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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