Contravisory Investment Management Inc. Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• Contravisory Investment Management initiated a UnitedHealth Group position in the second quarter, buying 3,149 shares valued at approximately $1.31 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly earnings of $6.38 per share, well above the $4.94 consensus estimate, on $112.03 billion in revenue. The company maintained its 2026 earnings guidance of $19.50–$20.00 per share and raised its quarterly dividend to $2.32.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $455.92, although CEO Patrick Hugh Conway’s sale of 500 shares for approximately $205,000 represents a modest negative insider signal.

Contravisory Investment Management Inc. bought 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 institutional investor bought 3,149 shares of the healthcare conglomerate's stock, valued at approximately $1,309,000.

Other hedge funds have also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC grew its holdings in UnitedHealth Group by 220.0% during the 4th 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 in the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group during the fourth quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group in the fourth quarter worth about $29,000. Institutional investors own 87.86% of the company's stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the business's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. The trade was 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. 0.19% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of analyst reports. KeyCorp raised their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 14th. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a report on Thursday, July 16th. Weiss Ratings cut shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, July 28th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Finally, Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average price target of $455.92.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
• Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
• Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
• Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
• Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing

UnitedHealth Group Stock Down 0.1%

Shares of UNH opened at $406.54 on Monday. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66. The stock's 50 day moving average is $414.09 and its two-hundred day moving average is $350.97. The firm has a market cap of $369.20 billion, a P/E ratio of 26.16, a PEG ratio of 1.41 and a beta of 0.62. UnitedHealth Group Incorporated has a 12 month low of $244.37 and a 12 month high of $461.62.

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

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is currently 59.72%.

About UnitedHealth Group

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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