Glenmede Trust Co. NA Trims Position in UnitedHealth Group Incorporated $UNH

Glenmede Trust Co. NA reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 20.7% during the 1st quarter, Holdings Channel reports. The fund owned 119,680 shares of the healthcare conglomerate’s stock after selling 31,260 shares during the period. Glenmede Trust Co. NA’s holdings in UnitedHealth Group were worth $32,384,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. Summit Financial Wealth Advisors LLC grew its position in UnitedHealth Group by 536.8% during the 1st quarter. Summit Financial Wealth Advisors LLC now owns 29,906 shares of the healthcare conglomerate’s stock worth $8,092,000 after purchasing an additional 25,210 shares during the period. Axiom Investment Management LLC purchased a new stake in shares of UnitedHealth Group in the first quarter worth about $144,000. Summitry LLC raised its position in UnitedHealth Group by 69.6% during the first quarter. Summitry LLC now owns 1,379 shares of the healthcare conglomerate’s stock valued at $373,000 after acquiring an additional 566 shares in the last quarter. Segall Bryant & Hamill LLC purchased a new stake in UnitedHealth Group in the 1st quarter worth approximately $9,960,000. Finally, Wellington Grp LLC grew its stake in shares of UnitedHealth Group by 8.6% during the 1st quarter. Wellington Grp LLC now owns 2,659 shares of the healthcare conglomerate’s stock worth $719,000 after purchasing an additional 210 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Down 1.6%

Shares of UNH opened at $414.82 on Friday. The stock has a 50 day moving average price of $411.39 and a 200 day moving average price of $348.26. 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 stock has a market capitalization of $376.72 billion, a price-to-earnings ratio of 26.69, a PEG ratio of 1.44 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 59.72%.

More UnitedHealth Group News

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

• Positive Sentiment: Analysts at Zacks Research raised EPS forecasts for several future periods, including Q3 2026, Q1 2027, Q3 2027, Q4 2027, and Q1 2028. Zacks maintained a “Strong Buy” rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $19.85 from $18.33 and its FY2027 estimate to $22.44 from $20.87, maintaining a “Buy” rating. MarketBeat UnitedHealth analyst estimates
• Positive Sentiment: Recent coverage highlights UNH’s second-quarter earnings beat, lower medical-cost ratio, improved margins, and raised 2026 guidance as evidence that the company’s turnaround is gaining traction. Its diversified Optum platform and growing use of artificial intelligence are also viewed as longer-term strengths. UnitedHealth turnaround signal
• Positive Sentiment: A separate valuation update lifted the estimated fair value from $424.23 to $475.23, reflecting improved Medicare Advantage and Optum Health assumptions. The average brokerage recommendation remains equivalent to “Buy,” although the usefulness of broadly positive analyst ratings is questioned. UnitedHealth fair value update
• Neutral Sentiment: Commentary says the recent stock advance reflects a Medicare Advantage repricing strategy that management outlined months earlier, suggesting the market is reassessing earnings power rather than responding to a new operational announcement. UnitedHealth Medicare Advantage repricing analysis
• Negative Sentiment: Zacks reduced its Q4 2026 EPS estimate to $2.25 from $2.47 and trimmed its Q2 2028 forecast to $5.84 from $5.92. These isolated cuts may be contributing to caution even as the firm remains bullish overall.
• Negative Sentiment: UnitedHealth faces scrutiny over surprise-billing dispute costs, while broader risks include commercial-market trends, Medicaid exposure, and regulation. Medicare Advantage insurers are also redesigning 2027 plans, potentially affecting enrollment, benefits, and member retention. Cigna and UnitedHealth cost coverage

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. Morgan Stanley increased their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Leerink Partners upped their price objective on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Barclays raised their target price on UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Jefferies Financial Group increased their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research report on Wednesday, May 27th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $455.92.

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.