Nwam LLC Lowers Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Nwam LLC cut its UnitedHealth Group stake by 38.7% in the first quarter, selling 2,499 shares and ending with 3,958 shares valued at about $1.07 million.
• UnitedHealth reported stronger-than-expected Q2 results, posting EPS of $6.38 on revenue of $112.03 billion, both ahead of analyst estimates.
• The company raised its 2026 EPS guidance to $19.50-$20.00 and also increased its quarterly dividend to $2.32 per share, while several analysts lifted price targets on the stock.

Nwam LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 38.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,958 shares of the healthcare conglomerate's stock after selling 2,499 shares during the quarter. Nwam LLC's holdings in UnitedHealth Group were worth $1,071,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group during the 4th quarter valued at $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after buying an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group during the 4th quarter valued at about $27,000. 87.86% of the stock is currently owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business's 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 transaction, the chief executive officer owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.28% of the stock is currently owned by insiders.

UnitedHealth Group Stock Up 1.1%

UNH stock opened at $423.27 on Friday. The stock has a market capitalization of $384.39 billion, a P/E ratio of 31.97, a P/E/G ratio of 1.68 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $461.62. The firm has a 50-day simple moving average of $403.87 and a 200-day simple moving average of $341.69. 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 issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.87 by $1.51. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business's revenue was up .4% on a year-over-year basis. During the same period in the previous year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 18.39 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on UNH shares. Bank of America upped their target price on UnitedHealth Group from $450.00 to $475.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a report on Wednesday, May 27th. Oppenheimer lifted their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Truist Financial raised their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a report on Tuesday. Finally, Morgan Stanley raised their price objective on shares of UnitedHealth Group from $453.00 to $468.00 and gave the stock an "overweight" rating in a research note on Tuesday, June 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $438.92.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth beat Q2 expectations on both earnings and revenue, with EPS of $6.38 versus estimates around $4.87-$4.94 and revenue of $112.03 billion topping forecasts. UnitedHealth Group Inc (UNH) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amidst Cost ...
• Positive Sentiment: The company lifted its 2026 adjusted EPS guidance to $19.50-$20.00, above prior expectations, signaling improved confidence in profitability and operating execution. UnitedHealth raises 2026 forecast as it controls medical costs
• Positive Sentiment: Lower medical costs and stronger performance in Optum helped margins, suggesting UnitedHealth is better controlling expenses than investors feared. UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs
• Positive Sentiment: Several analyst notes turned more constructive after the report, including upgrades and higher price targets, which can add to momentum around the stock. Benzinga analyst update
• Neutral Sentiment: Broader market weakness did not stop the move, indicating UNH’s gains were driven mainly by company-specific results rather than the overall tape. Update: Wall Street Snaps Two-Day Advance as Chip-Related Stocks Slump

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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