Bleakley Financial Group LLC Trims Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Bleakley Financial Group LLC reduced its UnitedHealth Group stake by 27.1% in the first quarter, selling 11,287 shares and leaving it with 30,406 shares worth about $8.23 million.
• UnitedHealth is drawing bullish analyst attention, with firms like Truist and KeyCorp raising price targets ahead of earnings, while the stock carries a consensus rating of Moderate Buy and a target price around $429.50.
• The company recently beat quarterly earnings and revenue estimates and also raised its dividend to $2.32 per share, underscoring solid financial performance even as investors watch upcoming earnings and healthcare reimbursement pressures.

Bleakley Financial Group LLC cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 27.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 30,406 shares of the healthcare conglomerate's stock after selling 11,287 shares during the period. Bleakley Financial Group LLC's holdings in UnitedHealth Group were worth $8,228,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group during the 4th quarter worth $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC grew its holdings in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the fourth quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $27,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UNH to $480 from $440 and kept a buy rating, signaling confidence in additional upside. Truist price target raise
• Positive Sentiment: KeyCorp lifted its target to $475 from $400 and reiterated an overweight rating, adding to the bullish analyst momentum ahead of earnings. KeyCorp price target raise
• Positive Sentiment: Analysts and market commentary point to UNH’s turnaround efforts, stronger cash flow, and renewed earnings growth as reasons the stock has rallied sharply this year. UnitedHealth Stock on a Tear Ahead of Earnings
• Positive Sentiment: Investors are betting that the company’s AI investment plan could improve efficiency and support future profits, strengthening the bull case if execution is solid. UnitedHealth Is Investing $1.5 Billion in AI
• Neutral Sentiment: UNH reports second-quarter earnings on Thursday, and traders are focused on whether the company can meet expectations and potentially reach a new high after its recent run-up. UnitedHealth Reports Earnings Thursday
• Neutral Sentiment: Recent coverage also highlights UnitedHealth’s sensitivity to broader healthcare trends, including Medicare Advantage reimbursement changes and industry-wide cost pressures, which could influence results but are not yet a clear positive or negative. Eyes On Elevance Health, UnitedHealth

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.28% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of analyst reports. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Sanford C. Bernstein reissued an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. TD Cowen upped their target price on UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a research note on Tuesday. Weiss Ratings raised shares of UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday. Finally, Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $429.50.

UnitedHealth Group Trading Down 0.9%

Shares of NYSE UNH opened at $425.20 on Wednesday. The stock has a market capitalization of $386.14 billion, a P/E ratio of 32.11, a PEG ratio of 1.73 and a beta of 0.62. The stock's 50 day moving average price is $401.79 and its two-hundred day moving average price is $340.41. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $434.30.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its 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. The company 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%.The business's revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

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

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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