FAS Wealth Partners Inc. Acquires 8,239 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• FAS Wealth Partners increased its UnitedHealth Group stake by 270.7% in the first quarter, purchasing 8,239 additional shares to hold 11,283 shares worth approximately $3.05 million. Institutional investors collectively own 87.86% of the stock.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, while revenue reached $112.03 billion. The company also raised its quarterly dividend to $2.32 per share, or $9.28 annually, for a 2.2% yield.
• Wall Street maintains a generally positive view, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $455.92 versus a recent price of $414.82.

FAS Wealth Partners Inc. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 270.7% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 11,283 shares of the healthcare conglomerate's stock after purchasing an additional 8,239 shares during the period. FAS Wealth Partners Inc.'s holdings in UnitedHealth Group were worth $3,053,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Founders Capital Management LLC grew its position in UnitedHealth Group by 3.0% during the 4th 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 last quarter. Kellett Wealth Advisors LLC raised its holdings in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after acquiring an additional 29 shares during the last quarter. Successful Portfolios LLC raised its stake in shares of UnitedHealth Group by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock worth $411,000 after purchasing an additional 30 shares during the last quarter. Bell Investment Advisors Inc increased its holdings in UnitedHealth Group by 14.4% in the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate's stock worth $67,000 after buying an additional 31 shares in the last quarter. Finally, Essential Partners LLC lifted its stake in UnitedHealth Group by 7.7% during the 1st quarter. Essential Partners LLC now owns 433 shares of the healthcare conglomerate's stock valued at $117,000 after acquiring an additional 31 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Up 0.1%

NYSE:UNH opened at $414.82 on Monday. The firm has a market capitalization of $376.72 billion, a price-to-earnings ratio of 26.69, a price-to-earnings-growth ratio of 1.44 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The business has a fifty day moving average price of $411.39 and a 200-day moving average price of $348.31. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating 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 business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the company posted $4.08 earnings per share. UnitedHealth Group's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a dividend of $2.32 per share. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group's payout ratio is presently 59.72%.

Key UnitedHealth Group News

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

• Positive Sentiment: Analysts at Zacks Research raised EPS forecasts for several future periods, including Q3 2026, Q1 2027, Q3 2027, Q4 2027, and Q1 2028. Zacks maintained a “Strong Buy” rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $19.85 from $18.33 and its FY2027 estimate to $22.44 from $20.87, maintaining a “Buy” rating. MarketBeat UnitedHealth analyst estimates
• Positive Sentiment: Recent coverage highlights UNH’s second-quarter earnings beat, lower medical-cost ratio, improved margins, and raised 2026 guidance as evidence that the company’s turnaround is gaining traction. Its diversified Optum platform and growing use of artificial intelligence are also viewed as longer-term strengths. UnitedHealth turnaround signal
• Positive Sentiment: A separate valuation update lifted the estimated fair value from $424.23 to $475.23, reflecting improved Medicare Advantage and Optum Health assumptions. The average brokerage recommendation remains equivalent to “Buy,” although the usefulness of broadly positive analyst ratings is questioned. UnitedHealth fair value update
• Neutral Sentiment: Commentary says the recent stock advance reflects a Medicare Advantage repricing strategy that management outlined months earlier, suggesting the market is reassessing earnings power rather than responding to a new operational announcement. UnitedHealth Medicare Advantage repricing analysis
• Negative Sentiment: Zacks reduced its Q4 2026 EPS estimate to $2.25 from $2.47 and trimmed its Q2 2028 forecast to $5.84 from $5.92. These isolated cuts may be contributing to caution even as the firm remains bullish overall.
• Negative Sentiment: UnitedHealth faces scrutiny over surprise-billing dispute costs, while broader risks include commercial-market trends, Medicaid exposure, and regulation. Medicare Advantage insurers are also redesigning 2027 plans, potentially affecting enrollment, benefits, and member retention. Cigna and UnitedHealth cost coverage

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on UNH. Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a report on Wednesday, April 22nd. Leerink Partners boosted their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a research note on Wednesday, June 17th. HC Wainwright set a $492.00 price target on UnitedHealth Group in a research note on Wednesday, May 27th. Bank of America reissued a "buy" rating on shares of UnitedHealth Group in a report on Monday, July 20th. Finally, TD Cowen boosted their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a research note on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and an average target price of $455.92.

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.

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.