UnitedHealth Group Incorporated $UNH Stock Holdings Lifted by Greenwood Capital Associates LLC

Key Points

• Greenwood Capital Associates increased its UnitedHealth Group stake by 48.8% in Q1, buying 7,218 more shares and bringing its total holding to 22,013 shares worth about $5.96 million.
• UnitedHealth reported strong quarterly results, with EPS of $7.23 beating estimates and revenue of $111.65 billion topping forecasts. The company also raised its quarterly dividend to $2.32 per share, or $9.28 annualized.
• Investor focus remains on regulatory and strategic developments, including an external audit that supported nearly 97% of HouseCalls diagnoses and the company’s planned $1.5 billion AI investment for 2026.

Greenwood Capital Associates LLC raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 48.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,013 shares of the healthcare conglomerate's stock after purchasing an additional 7,218 shares during the period. Greenwood Capital Associates LLC's holdings in UnitedHealth Group were worth $5,956,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sageworth Trust Co acquired a new stake in UnitedHealth Group in the first quarter valued at approximately $254,000. Frank Rimerman Advisors LLC increased its stake in shares of UnitedHealth Group by 2.1% during the 1st quarter. Frank Rimerman Advisors LLC now owns 14,377 shares of the healthcare conglomerate's stock worth $3,890,000 after purchasing an additional 292 shares during the last quarter. Lmcg Investments LLC lifted its stake in shares of UnitedHealth Group by 9.0% in the 1st quarter. Lmcg Investments LLC now owns 2,332 shares of the healthcare conglomerate's stock valued at $631,000 after purchasing an additional 193 shares during the last quarter. Cvfg LLC increased its position in UnitedHealth Group by 539.5% during the first quarter. Cvfg LLC now owns 5,295 shares of the healthcare conglomerate's stock worth $1,433,000 after buying an additional 4,467 shares during the last quarter. Finally, Flatrock Wealth Partners LLC bought a new position in UnitedHealth Group during the first quarter valued at about $335,000. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $425.61 on Thursday. The company has a market capitalization of $386.52 billion, a P/E ratio of 32.15, a P/E/G ratio of 1.72 and a beta of 0.62. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $430.77. The stock has a 50 day moving average of $397.02 and a two-hundred day moving average of $337.55.

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

UnitedHealth Group Increases Dividend

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth said an external audit found nearly 97% of diagnoses in its HouseCalls home-visit unit were supported by patient medical records, which could help ease concerns about Medicare billing practices and reduce regulatory overhang. Reuters article
• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in AI for 2026 to expand automation and digital tools, which investors may view as a way to support efficiency and longer-term growth beyond cost savings. Yahoo Finance article
• Positive Sentiment: The company’s push to prioritize profitability over rapid growth, along with Optum expansion and improving margins, is being framed as a potential long-term turnaround catalyst. Yahoo Finance article
• Positive Sentiment: UnitedHealth also expanded coverage of Guardant Health’s Shield blood test for colorectal cancer screening, reinforcing its role in supporting emerging preventive-care tools. Yahoo Finance article
• Neutral Sentiment: Commentary highlighting healthcare-sector strength and a 12.41% rise in a major healthcare ETF may support sentiment for UNH, but it does not specifically change the company’s fundamentals. ETF Trends article
• Neutral Sentiment: Recent articles noting that UNH rebounded sharply in the first half and may still be undervalued suggest investors remain focused on the turnaround, though the pieces are largely opinion-based. Motley Fool article
• Negative Sentiment: New criticism from a Motley Fool piece argues that UnitedHealth may not be the best healthcare investment, which could weigh on sentiment even if it is not tied to a new company event. Motley Fool article
• Negative Sentiment: UnitedHealth and other insurers are suing states over laws targeting pharmacy businesses, and that legal fight may keep regulatory risk in focus for investors. New York Times article

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.28% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of analyst reports. Raymond James Financial raised UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price objective on the stock in a report on Wednesday, April 1st. Jefferies Financial Group increased their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a report on Monday, April 20th. Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a report on Wednesday, April 22nd. Robert W. Baird lifted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an "underperform" rating in a report on Wednesday, April 22nd. Finally, Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. One equities research 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $414.75.

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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