Diversify Wealth Management LLC Acquires 16,360 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Diversify Wealth Management LLC increased its UnitedHealth Group stake by 132.6% in the first quarter, buying 16,360 additional shares and bringing its total holdings to 28,696 shares worth about $7.77 million.
• Analysts remain broadly bullish on UNH: several firms, including RBC, Barclays, Morgan Stanley, and Truist, raised price targets, while the stock’s consensus rating is still Moderate Buy with a target price of $417.38.
• UnitedHealth recently reported earnings that beat expectations and also raised its quarterly dividend to $2.32 per share, though the stock is facing some caution from investors due to valuation concerns and broader healthcare-sector weakness.

Diversify Wealth Management LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 132.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,696 shares of the healthcare conglomerate's stock after acquiring an additional 16,360 shares during the quarter. Diversify Wealth Management LLC's holdings in UnitedHealth Group were worth $7,765,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Founders Capital Management LLC grew its holdings in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after purchasing an additional 29 shares during the period. Kellett Wealth Advisors LLC grew its stake in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after acquiring an additional 29 shares during the period. Cooper Financial Group raised its stake in UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock worth $1,432,000 after acquiring an additional 30 shares during the period. Successful Portfolios LLC lifted its holdings in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after purchasing an additional 30 shares in the last quarter. Finally, Bell Investment Advisors Inc increased its stake in shares of UnitedHealth Group by 14.4% in the first quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate's stock worth $67,000 after purchasing an additional 31 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

Insider Activity

In related 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 completion of the transaction, the chief executive officer owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Barclays upped their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a report on Tuesday, May 26th. Morgan Stanley upped their price objective on UnitedHealth Group from $453.00 to $468.00 and gave the stock an "overweight" rating in a research note on Tuesday, June 30th. Truist Financial lifted their target price on UnitedHealth Group from $395.00 to $440.00 and gave the company a "buy" rating in a research note on Monday, June 1st. Jefferies Financial Group upped their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. Finally, Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a report on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $417.38.

UnitedHealth Group Price Performance

NYSE:UNH opened at $425.05 on Monday. The company has a market capitalization of $386.00 billion, a P/E ratio of 32.10, a P/E/G ratio of 1.71 and a beta of 0.62. The business's 50-day moving average is $399.40 and its 200 day moving average is $338.98. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $434.30.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the company posted $7.20 EPS. The company's revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

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

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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