UnitedHealth Group Incorporated $UNH Shares Sold by MidFirst Bank

MidFirst Bank cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 49.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 5,713 shares of the healthcare conglomerate’s stock after selling 5,651 shares during the period. MidFirst Bank’s holdings in UnitedHealth Group were worth $2,375,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in UNH. LFG Wealth Partners LLC boosted its stake in UnitedHealth Group by 3.3% in the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after buying an additional 27 shares during the last quarter. Synergy Financial Group LTD increased its stake in shares of UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after acquiring an additional 27 shares during the last quarter. Ares Financial Consulting LLC grew its holdings in UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock valued at $174,000 after purchasing an additional 28 shares during the period. Rockland Trust Co. raised its stake in UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock worth $1,076,000 after purchasing an additional 29 shares during the period. Finally, Matrix Trust Co grew its stake in shares of UnitedHealth Group by 24.8% during the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate’s stock valued at $61,000 after buying an additional 29 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on UNH. BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Wells Fargo & Company raised their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. HSBC raised their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. Finally, Barclays increased their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

More UnitedHealth Group News

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

UnitedHealth Group Stock Down 1.0%

Shares of NYSE:UNH opened at $384.60 on Friday. The company has a market capitalization of $345.21 billion, a price-to-earnings ratio of 24.75, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. The company has a 50 day moving average of $414.33 and a two-hundred day moving average of $355.71. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the prior year, the firm earned $4.08 earnings per share. The business’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. As a group, analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This trade represents a 2.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.19% of the company’s stock.

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.