Visionary Wealth Advisors Invests $2.95 Million in UnitedHealth Group Incorporated $UNH

Key Points

• Visionary Wealth Advisors bought 7,107 UnitedHealth shares worth approximately $2.95 million in the second quarter, while institutional investors and hedge funds collectively own 87.86% of the stock.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates by $1.44, and revenue of $112.03 billion. Management maintained fiscal 2026 EPS guidance of $19.50–$20.00 and declared a quarterly dividend of $2.32, equivalent to a 2.3% yield.
• Analysts assign the stock a consensus “Moderate Buy” rating with an average price target of $456.56, although rising commercial medical costs remain a key earnings risk; CEO Patrick Hugh Conway also sold about $456,000 in shares.

Visionary Wealth Advisors purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 7,107 shares of the healthcare conglomerate's stock, valued at approximately $2,954,000.

A number of other hedge funds have also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC grew its holdings in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the 4th quarter worth $27,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group in the 4th quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.19% of the company's stock.

UnitedHealth Group Trading Down 0.5%

Shares of UNH opened at $396.78 on Wednesday. The firm has a market cap of $356.14 billion, a P/E ratio of 25.53, a price-to-earnings-growth ratio of 1.38 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The business has a 50-day moving average of $413.51 and a 200 day moving average of $358.11.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during 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 company's quarterly revenue 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. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is 59.72%.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research note on Tuesday, July 21st. HSBC boosted their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a research report on Monday, July 6th. Oppenheimer raised their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Zacks Research upgraded shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Finally, Wall Street Zen upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $456.56.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock's Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

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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