UnitedHealth Group Incorporated $UNH is Allen Mooney & Barnes Investment Advisors LLC's 4th Largest Position

Allen Mooney & Barnes Investment Advisors LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 5.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,469 shares of the healthcare conglomerate's stock after selling 2,767 shares during the period. UnitedHealth Group comprises approximately 3.1% of Allen Mooney & Barnes Investment Advisors LLC's investment portfolio, making the stock its 4th biggest holding. Allen Mooney & Barnes Investment Advisors LLC's holdings in UnitedHealth Group were worth $20,561,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the stock. Alley Investment Management Company LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $241,000. Integrity Financial Corp WA acquired a new position in shares of UnitedHealth Group during the second quarter worth $235,000. Athena Investment Management purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $4,141,000. Greenspring Advisors LLC grew its stake in UnitedHealth Group by 4.1% during the 2nd quarter. Greenspring Advisors LLC now owns 3,329 shares of the healthcare conglomerate's stock worth $1,384,000 after buying an additional 132 shares during the last quarter. Finally, Aletheian Wealth Advisors LLC purchased a new stake in UnitedHealth Group in the second quarter valued at about $285,000. 87.86% of the stock is owned by institutional investors.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.19% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Zacks Research upgraded UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. Leerink Partners boosted 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. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. Wall Street Zen raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Finally, Piper Sandler set a $477.00 target price on UnitedHealth Group in a research note on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $456.56.

UnitedHealth Group Stock Up 0.3%

UNH stock opened at $401.05 on Friday. The firm's fifty day moving average is $412.27 and its 200 day moving average is $363.93. The firm has a market cap of $359.98 billion, a PE ratio of 25.81, a P/E/G ratio of 1.50 and a beta of 0.61. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78.

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

UnitedHealth Group Announces Dividend

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

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is showing operational improvement: medical-cost pressure appears to be easing, Optum is gaining momentum and management has raised its 2026 earnings outlook. These developments support the case for a sustained earnings recovery. Is UnitedHealth Finally Turning the Corner After a Tough 2025?
• Positive Sentiment: UnitedHealthcare plans to remove prior-authorization requirements for roughly 30% of approvals beginning October 1 across several treatment and testing categories. The move could improve member and provider relations while reducing administrative friction, without abandoning cost controls. UnitedHealth Rises as 30% of Prior Approvals Head for Removal
• Positive Sentiment: Potentially higher employer healthcare costs may create additional demand for UnitedHealth’s cost-management and healthcare solutions. Healthcare is also being viewed as a defensive sector amid September concerns about oil prices, interest rates and employment. How Can Healthcare Inflation Fuel Growth for MRSH, UNH and CNC?
• Neutral Sentiment: Wall Street’s average recommendation remains equivalent to Buy, but the usefulness of that signal is limited because analyst ratings can be overly optimistic. Brokers Suggest Investing in UnitedHealth
• Negative Sentiment: UNH has gained about 41% since early March, and some analysts argue the share price already reflects much of the turnaround. Margins have not recovered as fully as the stock, raising the risk of disappointment if earnings improvement slows. UnitedHealth Stock Recovered Before Its Margins Did

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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