Joel Isaacson & Co. LLC Decreases Stock Holdings in UnitedHealth Group Incorporated $UNH

Joel Isaacson & Co. LLC lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 25.6% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 5,505 shares of the healthcare conglomerate’s stock after selling 1,891 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in UnitedHealth Group were worth $2,288,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $25,000. Anfield Capital Management LLC lifted its position in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new position in shares of UnitedHealth Group during the fourth quarter worth about $27,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on UNH. JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Royal Bank Of Canada upped their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Oppenheimer lifted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Stock Performance

NYSE UNH opened at $401.52 on Monday. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The business’s 50 day moving average is $415.74 and its two-hundred day moving average is $352.85. The stock has a market capitalization of $360.40 billion, a price-to-earnings ratio of 25.84, a PEG ratio of 1.40 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly 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 firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the business earned $4.08 earnings per share. The company’s revenue for the quarter 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 expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid 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 dividend payout ratio (DPR) is 59.72%.

About UnitedHealth Group

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.