Bleakley Financial Group LLC Has $8.23 Million Stock Position in UnitedHealth Group Incorporated $UNH

Bleakley Financial Group LLC reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 27.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 30,406 shares of the healthcare conglomerate’s stock after selling 11,287 shares during the period. Bleakley Financial Group LLC’s holdings in UnitedHealth Group were worth $8,228,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group during the fourth quarter worth $25,000. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC increased its stake 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 purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group in the fourth quarter worth about $27,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the topic of several recent research reports. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Barclays increased their price target on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Mizuho raised their price objective on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Finally, JPMorgan Chase & Co. upped their price target on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a research note on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $429.50.

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 shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.28% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Truist raised its price target on UNH to $480 from $440 and kept a buy rating, signaling confidence in additional upside. Truist price target raise
• Positive Sentiment: KeyCorp lifted its target to $475 from $400 and reiterated an overweight rating, adding to the bullish analyst momentum ahead of earnings. KeyCorp price target raise
• Positive Sentiment: Analysts and market commentary point to UNH’s turnaround efforts, stronger cash flow, and renewed earnings growth as reasons the stock has rallied sharply this year. UnitedHealth Stock on a Tear Ahead of Earnings
• Positive Sentiment: Investors are betting that the company’s AI investment plan could improve efficiency and support future profits, strengthening the bull case if execution is solid. UnitedHealth Is Investing $1.5 Billion in AI
• Neutral Sentiment: UNH reports second-quarter earnings on Thursday, and traders are focused on whether the company can meet expectations and potentially reach a new high after its recent run-up. UnitedHealth Reports Earnings Thursday
• Neutral Sentiment: Recent coverage also highlights UnitedHealth’s sensitivity to broader healthcare trends, including Medicare Advantage reimbursement changes and industry-wide cost pressures, which could influence results but are not yet a clear positive or negative. Eyes On Elevance Health, UnitedHealth

UnitedHealth Group Trading Down 0.9%

NYSE UNH opened at $425.20 on Wednesday. The business’s 50-day moving average price is $401.79 and its two-hundred day moving average price is $340.41. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $434.30. The firm has a market capitalization of $386.14 billion, a PE ratio of 32.11, a price-to-earnings-growth ratio of 1.73 and a beta of 0.62. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

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

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

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.