UnitedHealth Group Incorporated $UNH Shares Sold by Caldwell Trust Co

Key Points

• Caldwell Trust Co cut its UnitedHealth Group stake by 45% in the first quarter, selling 3,168 shares and leaving it with 3,875 shares worth about $1.05 million.
• Wall Street remains broadly bullish on UNH, with multiple analysts raising price targets and the stock carrying a consensus Moderate Buy rating and average target of $410.79.
• UnitedHealth recently beat earnings expectations, posted higher revenue, and raised its quarterly dividend to $2.32 per share, lifting the annualized payout to $9.28 and the yield to about 2.2%.

Caldwell Trust Co lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 45.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,875 shares of the healthcare conglomerate's stock after selling 3,168 shares during the quarter. Caldwell Trust Co's holdings in UnitedHealth Group were worth $1,049,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the stock. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth about $26,000. Anfield Capital Management LLC lifted its stake 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 valued at $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group's Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group's Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on UNH shares. TD Cowen reaffirmed a "buy" rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Oppenheimer raised their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Truist Financial upped their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a "buy" rating in a research note on Monday, June 1st. Raymond James Financial raised shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. Finally, Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $410.79.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $427.47 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $427.93. The company has a market cap of $388.21 billion, a price-to-earnings ratio of 32.29, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64. The stock's 50-day moving average is $383.92 and its 200-day moving average is $332.44.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company's revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is presently 70.09%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.28% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.