Compass Financial Management LLC Takes $2.63 Million Position in UnitedHealth Group Incorporated $UNH

Key Points

• Compass Financial Management LLC acquired 6,452 UnitedHealth shares in the second quarter, worth approximately $2.63 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, exceeding the $4.94 consensus estimate, while revenue reached $112.03 billion. The company issued fiscal 2026 EPS guidance of $19.50–$20.00.
• The company declared a quarterly dividend of $2.32 per share, equal to a $9.28 annualized payout and a 2.3% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $456.56, though IRS tax scrutiny remains a source of uncertainty.

Compass Financial Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,452 shares of the healthcare conglomerate's stock, valued at approximately $2,631,000.

Other hedge funds have also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group during the 4th quarter valued at about $25,000. Anfield Capital Management LLC boosted its position 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 valued at $26,000 after buying an additional 55 shares during the last quarter. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group during the 4th quarter worth $29,000. Finally, Wilkerson Advisory Group LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $30,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $399.67 on Thursday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a market cap of $358.74 billion, a P/E ratio of 25.72, a P/E/G ratio of 1.49 and a beta of 0.61. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a 50-day moving average of $412.56 and a 200-day moving average of $363.18.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the company earned $4.08 EPS. The business's revenue 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 expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is presently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealthcare plans to eliminate prior-authorization requirements for approximately 1,700 treatments and services, targeting the removal of approval requirements for 30% of healthcare services by year-end. The change could reduce administrative friction for patients and providers while preserving the insurer’s focus on managing medical costs. UnitedHealthcare to drop prior authorization requirements
• Positive Sentiment: Wall Street’s average brokerage recommendation for UnitedHealth remains equivalent to a Buy, indicating that analysts generally view the company’s long-term earnings and business resilience favorably. However, the usefulness of consensus ratings may be limited because sell-side recommendations often skew optimistic. Brokers Suggest Investing in UnitedHealth
• Neutral Sentiment: After gaining 31.8% over the past year, UnitedHealth’s valuation appears neither clearly cheap nor clearly excessive. Investors are weighing the company’s quality and resilience against recent share-price softness and regulatory developments, suggesting that further upside may depend on continued earnings execution. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny
• Negative Sentiment: IRS tax scrutiny introduces regulatory uncertainty and could weigh on investor confidence, even as the stock’s valuation is viewed as reasonable by some analysts. The issue may limit enthusiasm until its potential financial impact becomes clearer. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny

Analyst Upgrades and Downgrades

UNH has been the topic of several research analyst reports. Mizuho boosted their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research report on Monday, July 20th. Wells Fargo & Company boosted their price target 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. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research note on Wednesday. Finally, Truist Financial upped their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus price target of $456.56.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the firm's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company's stock.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source