Independent Financial Group LLC Purchases Shares of 6,384 UnitedHealth Group Incorporated $UNH

Independent Financial Group LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,384 shares of the healthcare conglomerate’s stock, valued at approximately $1,727,000.

Other large investors have also bought and sold shares of the company. Frazier Financial Advisors LLC increased its stake in UnitedHealth Group by 2.7% in the 1st quarter. Frazier Financial Advisors LLC now owns 1,333 shares of the healthcare conglomerate’s stock valued at $361,000 after buying an additional 35 shares during the last quarter. Aware Super Pty Ltd as trustee of Aware Super purchased a new stake in shares of UnitedHealth Group during the first quarter valued at approximately $16,867,000. BCGM Wealth Management LLC boosted its position in UnitedHealth Group by 11.0% in the first quarter. BCGM Wealth Management LLC now owns 7,549 shares of the healthcare conglomerate’s stock worth $2,043,000 after purchasing an additional 747 shares during the last quarter. Evergreen Advisors LLC bought a new stake in shares of UnitedHealth Group during the 1st quarter worth $33,000. Finally, Wealthfront Advisers LLC boosted its holdings in shares of UnitedHealth Group by 2.7% in the 1st quarter. Wealthfront Advisers LLC now owns 98,804 shares of the healthcare conglomerate’s stock worth $26,735,000 after buying an additional 2,580 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

UNH has been the topic of several research reports. Morgan Stanley lifted their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Wednesday, April 22nd. KeyCorp upped their price target on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Finally, Oppenheimer boosted their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $447.29.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $426.39 on Monday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $461.62. The business’s fifty day moving average is $404.81 and its 200 day moving average is $342.37. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The firm has a market cap of $387.23 billion, a price-to-earnings ratio of 27.44, a PEG ratio of 1.67 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the firm earned $4.08 EPS. The company’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts predict that UnitedHealth Group Incorporated will post 18.77 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date was Monday, June 15th. 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. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.28% of the stock is owned by company insiders.

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.