Ironvine Capital Partners LLC Sells 5,589 Shares of UnitedHealth Group Incorporated $UNH

Ironvine Capital Partners LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 65,058 shares of the healthcare conglomerate's stock after selling 5,589 shares during the quarter. UnitedHealth Group accounts for approximately 2.1% of Ironvine Capital Partners LLC's holdings, making the stock its 19th biggest holding. Ironvine Capital Partners LLC's holdings in UnitedHealth Group were worth $21,476,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group in the fourth quarter worth $26,000. Anfield Capital Management LLC increased its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its position in shares of UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after buying an additional 34 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UNH has been the subject of several recent analyst reports. Bank of America upgraded UnitedHealth Group from a "neutral" rating to a "buy" rating and boosted their target price for the company from $420.00 to $450.00 in a research report on Thursday, June 4th. Wells Fargo & Company boosted their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Oppenheimer upped their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock an "outperform" rating in a report on Wednesday, May 27th. Finally, HSBC upgraded shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price target on the stock in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $407.17.

UnitedHealth Group Stock Up 0.7%

NYSE:UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The company has a 50-day moving average of $362.28 and a 200 day moving average of $326.85. The firm has a market cap of $370.83 billion, a PE ratio of 30.84, a price-to-earnings-growth ratio of 1.63 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

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

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is currently 66.77%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business'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 directly owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is 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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