Burney Co. Has $5.56 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Burney Co. trimmed its UnitedHealth stake by 15.1% in the first quarter, selling 3,655 shares and leaving it with 20,555 shares worth about $5.56 million.
• UnitedHealth recently beat quarterly expectations, reporting $7.23 EPS versus $6.76 expected and revenue of $111.65 billion, while also raising its quarterly dividend to $2.32 per share.
• Analysts remain broadly positive on UNH, with several firms raising price targets and the stock holding a consensus “Moderate Buy” rating with an average target of $414.75.

Burney Co. lowered its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 15.1% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,555 shares of the healthcare conglomerate's stock after selling 3,655 shares during the period. Burney Co.'s holdings in UnitedHealth Group were worth $5,562,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC raised 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 acquiring an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the 4th quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $27,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Trading Down 1.7%

UnitedHealth Group stock opened at $418.15 on Tuesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock has a 50-day simple moving average of $392.87 and a 200 day simple moving average of $335.60. The stock has a market capitalization of $379.74 billion, a P/E ratio of 31.58, a PEG ratio of 1.71 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $430.20.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the company posted $7.20 EPS. The firm's revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

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

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is emphasizing profitability, improving margins, and stronger earnings, which could support a longer-term turnaround. The company is also expanding Optum, a key growth driver that may help offset slower top-line growth. UnitedHealth Bets on Profitability Over Growth: Will It Pay Off?
• Positive Sentiment: HSBC raised its price target on UNH to $380 from $300, reinforcing that analysts still see value in the stock despite the recent pullback. Benzinga report on HSBC target increase
• Positive Sentiment: UnitedHealth became the first major commercial insurer to cover Guardant Health’s Shield blood test for adults 45 and older, a move that could improve access to early colorectal cancer screening and show the company is supporting new healthcare technologies. UnitedHealth Group Opens Shield Blood Test Coverage For Adults 45 And Older
• Neutral Sentiment: Multiple recent write-ups describe UNH as a strong momentum or long-term healthcare holding, but these are mostly sentiment pieces rather than new operational catalysts. Why UnitedHealth Group (UNH) is a top momentum stock for the long term
• Negative Sentiment: The stock slipped while the market rose, suggesting investors are still cautious after a strong run and may be waiting for clearer signs that the profitability-focused strategy will translate into sustained upside. UnitedHealth Group (UNH) Stock Declines While Market Improves: Some Information for Investors

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated 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 directly owned 17,805 shares of the company's stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.28% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Weiss Ratings upgraded UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, May 7th. Barclays lifted their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an "overweight" rating in a report on Tuesday, May 26th. Leerink Partners raised their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a research report on Wednesday, June 17th. TD Cowen reissued a "buy" rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Finally, Erste Group Bank raised UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $414.75.

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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