Cetera Trust Company N.A purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 4,780 shares of the healthcare conglomerate's stock, valued at approximately $1,987,000. UnitedHealth Group comprises about 1.0% of Cetera Trust Company N.A's investment portfolio, making the stock its 26th biggest holding.
Other institutional investors and hedge funds have also bought and sold shares of the company. LFG Wealth Partners LLC grew its holdings in shares of UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock valued at $355,000 after buying an additional 27 shares during the last quarter. Synergy Financial Group LTD lifted its position in UnitedHealth Group by 3.1% in the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock valued at $369,000 after acquiring an additional 27 shares in the last quarter. Ares Financial Consulting LLC increased its holdings in shares of UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after purchasing an additional 28 shares in the last quarter. Rockland Trust Co. lifted its holdings in shares of UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate's stock valued at $1,076,000 after purchasing an additional 29 shares in the last quarter. Finally, Matrix Trust Co increased its holdings in UnitedHealth Group by 24.8% in the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate's stock worth $61,000 after buying an additional 29 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
A number of brokerages have recently issued reports on UNH. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a report on Tuesday, July 21st. Royal Bank Of Canada raised their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a report on Friday, July 17th. Sanford C. Bernstein reiterated an "outperform" rating on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Barclays lifted their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a report on Monday, July 20th. Finally, Mizuho boosted their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $456.56.
Read Our Latest Research Report on UnitedHealth Group
UnitedHealth Group Stock Performance
Shares of UNH opened at $396.78 on Wednesday. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. 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 stock has a market cap of $356.14 billion, a price-to-earnings ratio of 25.53, a PEG ratio of 1.38 and a beta of 0.62. The business has a 50-day simple moving average of $413.51 and a two-hundred day simple moving average of $358.11.
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 (EPS) for the quarter, beating 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 company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the company posted $4.08 EPS. The firm's revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.
UnitedHealth Group Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is 59.72%.
Insider Transactions at UnitedHealth Group
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company's stock.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
- Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
- Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
- Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
- Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock's Biggest Risk Sits in the Commercial Book
- Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing
UnitedHealth Group Company Profile
(
Free Report)
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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