IFP Advisors Inc Trims Position in UnitedHealth Group Incorporated $UNH

Key Points

• IFP Advisors cut its UnitedHealth Group stake by 12.4% in the second quarter, selling 5,562 shares and retaining 39,233 shares valued at approximately $16.3 million. Institutional investors collectively own 87.86% of the company.
• Analysts maintain a broadly positive outlook, with UnitedHealth receiving a consensus “Moderate Buy” rating and an average price target of $456.56. Recent ratings included upgrades and price-target increases from several firms.
• UnitedHealth reported quarterly adjusted earnings of $6.38 per share, exceeding estimates, on $112.03 billion in revenue. The company also declared a quarterly dividend of $2.32 per share, equivalent to a 2.3% annualized yield.

IFP Advisors Inc lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,233 shares of the healthcare conglomerate's stock after selling 5,562 shares during the period. IFP Advisors Inc's holdings in UnitedHealth Group were worth $16,306,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Baird Financial Group Inc. increased its position in UnitedHealth Group by 41.6% during the 2nd quarter. Baird Financial Group Inc. now owns 149,809 shares of the healthcare conglomerate's stock worth $62,265,000 after purchasing an additional 44,042 shares during the period. One Charles Private Wealth Services LLC acquired a new position in UnitedHealth Group during the second quarter worth $268,000. Stableford Capital II LLC lifted its holdings in UnitedHealth Group by 8.9% in the second quarter. Stableford Capital II LLC now owns 2,388 shares of the healthcare conglomerate's stock valued at $993,000 after acquiring an additional 195 shares during the period. XY Planning Network Inc. increased its holdings in shares of UnitedHealth Group by 182.9% in the 2nd quarter. XY Planning Network Inc. now owns 2,184 shares of the healthcare conglomerate's stock valued at $908,000 after purchasing an additional 1,412 shares in the last quarter. Finally, BayBridge Capital Group LLC boosted its holdings in UnitedHealth Group by 43.0% during the second quarter. BayBridge Capital Group LLC now owns 1,134 shares of the healthcare conglomerate's stock worth $471,000 after buying an additional 341 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on UNH. Weiss Ratings downgraded shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, July 28th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Zacks Research upgraded UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Bank of America restated a "buy" rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Finally, Truist Financial increased their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $456.56.

Insider Buying and Selling

In other news, CEO Patrick Conway sold 1,169 shares of the company's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Stock Up 1.0%

Shares of NYSE:UNH opened at $401.25 on Wednesday. The company has a market capitalization of $360.16 billion, a P/E ratio of 25.82, a P/E/G ratio of 1.49 and a beta of 0.61. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock's fifty day simple moving average is $410.91 and its 200-day simple moving average is $366.22. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company's quarterly revenue was up .4% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group's dividend payout ratio is 59.72%.

UnitedHealth Group Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.

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