Ieq Capital LLC trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 157,152 shares of the healthcare conglomerate’s stock after selling 12,729 shares during the quarter. Ieq Capital LLC’s holdings in UnitedHealth Group were worth $51,878,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $26,000. Anfield Capital Management LLC lifted its stake in 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 in the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC lifted its stake in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 34 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.
UnitedHealth Group Trading Up 0.7%
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the company posted $7.20 earnings per share. The firm’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be issued a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is currently 66.77%.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
- Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
- Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
- Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
- Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.
Analyst Ratings Changes
A number of analysts have commented on the stock. Oppenheimer upped their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Barclays upped their target price on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. TD Cowen upped their target price on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Finally, Robert W. Baird upped their target price on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $407.17.
Check Out Our Latest Stock Analysis on UnitedHealth Group
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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