UnitedHealth Group Incorporated $UNH Shares Purchased by Osprey Private Wealth LLC

Key Points

• Osprey Private Wealth LLC nearly doubled its UnitedHealth Group stake in the second quarter, purchasing 5,714 additional shares and bringing its holdings to 11,646 shares valued at approximately $4.84 million. Institutional investors collectively own 87.86% of the company.
• Analysts remain broadly positive, with UnitedHealth receiving a consensus “Moderate Buy” rating and an average price target of $455.92. Recent targets were raised by Morgan Stanley, Oppenheimer, Robert W. Baird and Royal Bank of Canada.
• UnitedHealth reported quarterly earnings of $6.38 per share, exceeding estimates, while revenue reached $112.03 billion. The company also announced a quarterly dividend of $2.32 per share, representing a 2.3% annualized yield.

Osprey Private Wealth LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 96.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,646 shares of the healthcare conglomerate's stock after purchasing an additional 5,714 shares during the quarter. Osprey Private Wealth LLC's holdings in UnitedHealth Group were worth $4,841,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group during the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% in the 4th 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 period. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the 4th quarter worth $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the fourth quarter worth about $29,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and raised their target price for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Oppenheimer increased their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Morgan Stanley upped their target price on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an "overweight" rating in a research note on Friday, July 17th. Royal Bank Of Canada lifted their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Finally, Bank of America reissued a "buy" rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $455.92.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the business's stock in a transaction that occurred 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 sale, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.19% of the company's stock.

UnitedHealth Group Trading Up 0.6%

NYSE UNH opened at $401.52 on Friday. The company has a market capitalization of $360.40 billion, a price-to-earnings ratio of 25.84, a price-to-earnings-growth ratio of 1.39 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company's fifty day moving average price is $415.74 and its two-hundred day moving average price is $352.85.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the firm earned $4.08 EPS. The company's revenue 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, research analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is currently 59.72%.

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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