Centric Wealth Management Raises Position in UnitedHealth Group Incorporated $UNH

Key Points

• Centric Wealth Management increased its UnitedHealth Group position by 80.1% in the second quarter, bringing its holdings to 39,178 shares valued at approximately $15.2 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates by $1.44, while revenue reached $112.03 billion. The company maintained 2026 EPS guidance of $19.50–$20.00 and analysts hold a “Moderate Buy” consensus with a $455.92 target price.
• The company declared a quarterly dividend of $2.32 per share, representing a $9.28 annualized payout and a 2.4% yield. However, shareholder lawsuits concerning governance, cybersecurity and AI-related coverage denials pose ongoing legal and reputational risks.

Centric Wealth Management grew its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 80.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,178 shares of the healthcare conglomerate's stock after acquiring an additional 17,425 shares during the period. UnitedHealth Group accounts for 2.3% of Centric Wealth Management's portfolio, making the stock its 9th largest holding. Centric Wealth Management's holdings in UnitedHealth Group were worth $15,166,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Norges Bank acquired a new position in UnitedHealth Group during the 4th quarter worth about $4,376,167,000. T. Rowe Price Investment Management Inc. raised its stake in shares of UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate's stock worth $1,356,432,000 after acquiring an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. increased its holdings in shares of UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate's stock valued at $833,099,000 after purchasing an additional 2,262,006 shares in the last quarter. Bank of America Corp DE increased its stake in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock valued at $3,169,606,000 after buying an additional 2,097,859 shares during the period. Finally, Hsbc Holdings PLC boosted its holdings in UnitedHealth Group by 87.5% in the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate's stock valued at $1,294,367,000 after acquiring an additional 1,826,948 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the sale, the chief executive officer owned 16,497 shares of the company's stock, valued at $6,763,770. This trade represents a 2.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 0.19% of the company's stock.

UnitedHealth Group Trading Down 0.4%

NYSE UNH opened at $394.16 on Wednesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock's 50-day moving average is $415.15 and its 200-day moving average is $354.35. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The firm has a market cap of $353.79 billion, a P/E ratio of 25.36, a P/E/G ratio of 1.40 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same period in the prior year, the business earned $4.08 EPS. UnitedHealth Group's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is currently 59.72%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Wall Street analysts remain broadly optimistic on UnitedHealth (UNH), with the average brokerage recommendation indicating a favorable view. However, analyst ratings can be subject to overly positive bias. Wall Street Bulls Look Optimistic About UnitedHealth
• Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and potentially supporting investor confidence while the company faces broader governance scrutiny. UnitedHealth Authorizes Dividend Amid Governance Lawsuit
• Neutral Sentiment: The reported guilty plea by Luigi Mangione in the federal case involving the killing of former UnitedHealthcare CEO Brian Thompson could provide additional legal clarity, but the direct effect on UnitedHealth’s operations and valuation appears limited. Luigi Mangione Reportedly Set to Plead Guilty
• Neutral Sentiment: An analysis argues that much of UnitedHealth’s expected margin recovery may already be reflected in the stock, making future revenue and membership growth important tests for further upside. UnitedHealth Margin Recovery Is Priced In
• Negative Sentiment: A shareholder lawsuit alleges that UnitedHealth executives ignored governance and cybersecurity weaknesses, discontinued an internal Medicare billing audit and failed to address risks preceding the Change Healthcare cyberattack. The allegations could increase litigation, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
• Negative Sentiment: A related derivative suit reportedly says patients won about 90% of appeals against coverage denials generated by an artificial-intelligence system and alleges executives knew about the issue. If substantiated, the claims could bring additional compliance costs, damages and scrutiny. UNH Patients Win 90 Percent of AI Denial Appeals

Wall Street Analysts Forecast Growth

A number of research firms have commented on UNH. Wells Fargo & Company lifted their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Wall Street Zen raised UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. UBS Group boosted their target price on UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Finally, DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a report on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and a consensus target price of $455.92.

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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