UnitedHealth Group Incorporated $UNH Shares Sold by Longfellow Investment Management Co. LLC

Key Points

• Longfellow Investment Management reduced its UnitedHealth stake by 40.6% in the second quarter, selling 2,684 shares and retaining 3,930 shares worth approximately $1.63 million. Institutional investors collectively own 87.86% of the company.
• Analysts remain broadly bullish: UnitedHealth has a consensus “Moderate Buy” rating and an average price target of $455.92, with several firms recently raising their targets.
• UnitedHealth beat quarterly earnings expectations with EPS of $6.38 versus the $4.94 consensus and announced a quarterly dividend of $2.32 per share, representing a 2.4% annualized yield.

Longfellow Investment Management Co. LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 40.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,930 shares of the healthcare conglomerate's stock after selling 2,684 shares during the period. Longfellow Investment Management Co. LLC's holdings in UnitedHealth Group were worth $1,633,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group during the 4th quarter valued at $25,000. Anfield Capital Management LLC grew its holdings in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the fourth quarter worth about $27,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth approximately $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in shares of UnitedHealth Group in the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Activity

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

Analysts Set New Price Targets

Several research firms recently issued reports on UNH. Wells Fargo & Company upped their price target on UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a research report on Monday, July 13th. HC Wainwright set a $492.00 target price on UnitedHealth Group in a research report on Wednesday, May 27th. Leerink Partners boosted their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a report on Wednesday, June 17th. Barclays increased 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, KeyCorp upped their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a research report on Tuesday, July 14th. 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 company's stock. According to MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus target price of $455.92.

UnitedHealth Group Stock Down 1.5%

UNH stock opened at $388.03 on Thursday. The firm's 50-day moving average is $414.75 and its two-hundred day moving average is $355.03. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $348.29 billion, a price-to-earnings ratio of 24.97, a price-to-earnings-growth ratio of 1.37 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating analysts' consensus estimates 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 business's revenue for the quarter was up .4% on a year-over-year basis. During the same quarter last year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors 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 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
• Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
• Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization

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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