Arax Advisory Partners Trims Stock Holdings in UnitedHealth Group Incorporated $UNH

Arax Advisory Partners trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 45.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 19,892 shares of the healthcare conglomerate’s stock after selling 16,662 shares during the period. Arax Advisory Partners’ holdings in UnitedHealth Group were worth $6,567,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the 4th quarter worth $25,000. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group during the 4th quarter worth $26,000. Anfield Capital Management LLC increased 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 worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the 4th quarter worth $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its holdings in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH opened at $408.34 on Friday. The stock has a 50-day moving average of $362.28 and a two-hundred day moving average of $326.85. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock has a market cap of $370.83 billion, a P/E ratio of 30.84, a P/E/G ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s revenue was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Insider Buying and Selling at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group News Roundup

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

UNH has been the topic of several recent research reports. Leerink Partners increased their target price on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. Truist Financial increased their target price on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Barclays increased their target price on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Finally, Oppenheimer increased their target price on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $407.17.

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.