UnitedHealth Group Incorporated $UNH Shares Bought by Kelleher Financial Advisors

Key Points

• Kelleher Financial Advisors increased its UnitedHealth stake by 135.9% in the second quarter, ending with 5,495 shares valued at approximately $2.28 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $6.38, exceeding the $4.94 consensus estimate, while revenue reached $112.03 billion. The company also declared a quarterly dividend of $2.32 per share, equivalent to a 2.4% annualized yield.
• Analysts remain broadly positive, with a “Moderate Buy” consensus rating and an average price target of $455.92, though governance, cybersecurity and AI-related coverage-denial lawsuits present ongoing risks.

Kelleher Financial Advisors increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 135.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,495 shares of the healthcare conglomerate's stock after buying an additional 3,166 shares during the quarter. Kelleher Financial Advisors' holdings in UnitedHealth Group were worth $2,284,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. PBCay One RSC Ltd purchased a new position in UnitedHealth Group during the 1st quarter worth $14,343,000. Vaughan David Investments LLC IL increased its stake in shares of UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after acquiring an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its position in UnitedHealth Group by 1,287.2% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock valued at $16,241,000 after purchasing an additional 55,695 shares during the period. Kinsale Capital Group Inc. increased its position in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock worth $16,006,000 after purchasing an additional 4,557 shares during the period. Finally, Vanguard Group Inc. raised its stake in shares of UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after buying an additional 995,210 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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 Stock Down 0.4%

UNH opened at $394.16 on Wednesday. The business's fifty day simple moving average is $415.15 and its 200 day simple moving average is $354.35. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm has a market cap of $353.80 billion, a P/E ratio of 25.36, a PEG ratio of 1.40 and a beta of 0.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly 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 company had revenue of $112.03 billion for the quarter, compared to analysts' expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm's revenue for the quarter was up .4% compared to the same quarter last year. During the same period last year, the company earned $4.08 EPS. 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 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the company's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on UNH. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a report on Thursday, July 16th. Wells Fargo & Company boosted their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. Sanford C. Bernstein reiterated an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. Barclays boosted their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a report on Monday, July 20th. Finally, Bank of America reiterated a "buy" rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $455.92.

About UnitedHealth Group

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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