First Horizon Corp Acquires 5,617 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• First Horizon Corp increased its stake in UnitedHealth Group by 141.4% in the first quarter, buying 5,617 additional shares and bringing its total holdings to 9,589 shares worth about $2.6 million.
• UnitedHealth reported better-than-expected quarterly results, with EPS of $7.23 topping estimates and revenue of $111.65 billion, while also issuing FY 2026 EPS guidance of 18.25.
• The company also raised its quarterly dividend to $2.32 per share from $2.21, bringing the annualized payout to $9.28 and a yield of about 2.2%.

First Horizon Corp grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 141.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,589 shares of the healthcare conglomerate's stock after purchasing an additional 5,617 shares during the period. First Horizon Corp's holdings in UnitedHealth Group were worth $2,595,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC grew its position in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group in the 4th quarter worth $27,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

NYSE UNH opened at $425.05 on Friday. The business has a 50-day moving average price of $399.40 and a 200-day moving average price of $338.88. The firm has a market cap of $386.00 billion, a price-to-earnings ratio of 32.10, a price-to-earnings-growth ratio of 1.74 and a beta of 0.62. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $434.30. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

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

UnitedHealth Group Increases Dividend

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

Insider Activity at UnitedHealth Group

In other UnitedHealth Group 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 transaction 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 $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is owned by company insiders.

Key UnitedHealth Group News

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

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Robert W. Baird increased their target price on UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a report on Wednesday, April 22nd. TD Cowen reaffirmed a "buy" rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Truist Financial raised their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a report on Monday, June 1st. Leerink Partners upped their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a report on Wednesday, June 17th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of UnitedHealth Group in a research note on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $417.38.

UnitedHealth Group 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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