First Dallas Securities Inc. Has $230,000 Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• First Dallas Securities sharply cut its UnitedHealth Group stake by 88.9% in the first quarter, selling 6,837 shares and leaving it with 850 shares valued at about $230,000.
• Despite that sale, institutional ownership remains very high, with large investors like Vanguard, State Street, and Capital World all adding to their positions; institutions now hold about 87.86% of UNH shares.
• UnitedHealth has been getting mostly positive analyst coverage, with an average “Moderate Buy” rating and a mean target price of $411.42, while the stock also recently raised its quarterly dividend to $2.32 per share.

First Dallas Securities Inc. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 88.9% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 850 shares of the healthcare conglomerate's stock after selling 6,837 shares during the period. First Dallas Securities Inc.'s holdings in UnitedHealth Group were worth $230,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of UNH. Vanguard Group Inc. lifted its stake in shares of UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock valued at $30,238,162,000 after buying an additional 995,210 shares in the last quarter. State Street Corp raised its holdings in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares during the last quarter. Capital World Investors lifted its position in UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock valued at $7,457,723,000 after acquiring an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock worth $6,215,660,000 after purchasing an additional 680,077 shares in the last quarter. Finally, Capital International Investors lifted its holdings in shares of UnitedHealth Group by 6.6% in the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on UNH. TD Cowen reiterated a "buy" rating on shares of UnitedHealth Group in a report on Monday, June 22nd. JPMorgan Chase & Co. upped their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an "overweight" rating in a research note on Monday, June 8th. Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Leerink Partners upped their price objective on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an "outperform" rating in a research report on Wednesday, June 17th. Finally, Robert W. Baird lifted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an "underperform" rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $411.42.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $424.64 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $430.20. The company's 50-day moving average is $392.87 and its 200 day moving average is $335.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company has a market capitalization of $385.63 billion, a P/E ratio of 32.07, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the firm posted $7.20 earnings per share. The company's revenue for the quarter was up 2.0% on a year-over-year basis. 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 year.

UnitedHealth Group Increases Dividend

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

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth began covering Guardant Health’s Shield blood test for colorectal cancer screening for eligible members, making it the first major commercial insurer to back the test for adults 45 and older. That could strengthen UnitedHealth’s preventative-care offering and support its long-term growth image. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Positive Sentiment: Several recent articles highlight UnitedHealth as an “attracting investor attention” name and a potential turnaround candidate heading into its next earnings report, which can keep sentiment elevated if investors expect operational improvement. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analysts and commentary pieces say UnitedHealth’s valuation still looks “reasonable” despite a strong one-year gain, suggesting the stock is being judged on whether future growth can justify the run-up rather than on any fresh operational surprise. UnitedHealth (UNH) Stock Looks Reasonable Even After A 42% Gain
• Neutral Sentiment: Broader healthcare-stock roundup articles and Q1 peer-comparison coverage do not point to a company-specific catalyst for UnitedHealth, but they keep UNH in focus as investors rotate within managed care and healthcare providers. Q1 Earnings Highs And Lows: UnitedHealth NYSE: UNH Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One article flagged a “Medicare reset” for UnitedHealth, which may reflect ongoing pressure or uncertainty around reimbursement and government-program exposure—an area investors tend to watch closely for margin risk. UnitedHealth Group NYSE: UNH Faces Medicare Reset

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is currently owned by insiders.

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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