Private Advisory Group LLC Decreases Position in UnitedHealth Group Incorporated $UNH

Key Points

• Private Advisory Group LLC reduced its UnitedHealth Group position by 7.9% in the second quarter, selling 3,461 shares and retaining 40,598 shares valued at approximately $16.9 million. Institutional investors and hedge funds own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, while revenue reached $112.03 billion. The company maintained fiscal 2026 EPS guidance of $19.50–$20.00 and declared a quarterly dividend of $2.32 per share.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $455.92, although shareholder lawsuits alleging governance, cybersecurity and AI-driven coverage-denial issues pose potential legal and reputational risks.

Private Advisory Group LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,598 shares of the healthcare conglomerate's stock after selling 3,461 shares during the period. Private Advisory Group LLC's holdings in UnitedHealth Group were worth $16,874,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group during the 4th quarter worth $25,000. Anfield Capital Management LLC grew its holdings in shares of UnitedHealth Group by 220.0% during the fourth 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 last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $27,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group during the fourth quarter worth approximately $29,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Trading Down 0.4%

Shares of UnitedHealth Group stock opened at $394.16 on Wednesday. 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 firm has a market cap of $353.80 billion, a price-to-earnings ratio of 25.36, a price-to-earnings-growth ratio of 1.40 and a beta of 0.62. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company's 50-day simple moving average is $415.15 and its 200-day simple moving average is $354.35.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the prior year, the business posted $4.08 EPS. The company's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group's dividend payout ratio is 59.72%.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 500 shares of the business's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer owned 16,497 shares of the company's stock, valued at approximately $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.19% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. Leerink Partners raised their target price 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. Piper Sandler set a $477.00 price objective on shares of UnitedHealth Group in a research report on Thursday, July 16th. UBS Group upped their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a report on Friday, July 17th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. Finally, Barclays upped their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the company an "overweight" rating in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $455.92.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Wall Street analysts remain broadly optimistic on UnitedHealth (UNH), with the average brokerage recommendation indicating a favorable view. However, analyst ratings can be subject to overly positive bias. Wall Street Bulls Look Optimistic About UnitedHealth
• Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and potentially supporting investor confidence while the company faces broader governance scrutiny. UnitedHealth Authorizes Dividend Amid Governance Lawsuit
• Neutral Sentiment: The reported guilty plea by Luigi Mangione in the federal case involving the killing of former UnitedHealthcare CEO Brian Thompson could provide additional legal clarity, but the direct effect on UnitedHealth’s operations and valuation appears limited. Luigi Mangione Reportedly Set to Plead Guilty
• Neutral Sentiment: An analysis argues that much of UnitedHealth’s expected margin recovery may already be reflected in the stock, making future revenue and membership growth important tests for further upside. UnitedHealth Margin Recovery Is Priced In
• Negative Sentiment: A shareholder lawsuit alleges that UnitedHealth executives ignored governance and cybersecurity weaknesses, discontinued an internal Medicare billing audit and failed to address risks preceding the Change Healthcare cyberattack. The allegations could increase litigation, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
• Negative Sentiment: A related derivative suit reportedly says patients won about 90% of appeals against coverage denials generated by an artificial-intelligence system and alleges executives knew about the issue. If substantiated, the claims could bring additional compliance costs, damages and scrutiny. UNH Patients Win 90 Percent of AI Denial Appeals

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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