4,471 Shares of UnitedHealth Group Incorporated $UNH Bought by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, Holdings Channel reports. The fund bought 4,471 shares of the healthcare conglomerate’s stock, valued at approximately $1,641,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Rockland Trust Co. raised its holdings in shares of UnitedHealth Group by 3.6% in the 3rd quarter. Rockland Trust Co. now owns 2,683 shares of the healthcare conglomerate’s stock valued at $985,000 after buying an additional 94 shares during the period. Violich Capital Management Inc. grew its holdings in UnitedHealth Group by 15.6% during the third quarter. Violich Capital Management Inc. now owns 36,134 shares of the healthcare conglomerate’s stock worth $13,264,000 after acquiring an additional 4,880 shares during the period. Polaris Financial Partners acquired a new stake in UnitedHealth Group in the third quarter valued at $60,000. Versant Capital Management Inc grew its holdings in UnitedHealth Group by 3.1% during the 3rd quarter. Versant Capital Management Inc now owns 3,677 shares of the healthcare conglomerate’s stock valued at $1,350,000 after buying an additional 112 shares during the last quarter. Finally, Burkett Financial Services LLC acquired a new stake in UnitedHealth Group in the 3rd quarter worth about $67,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

UNH has been the subject of several recent research reports. KeyCorp increased their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Bank of America reaffirmed a “buy” rating and issued a $450.00 price target on shares of UnitedHealth Group in a research report on Monday, July 20th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Piper Sandler lifted their price target on shares of UnitedHealth Group from $477.00 to $499.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, Mizuho raised their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $465.75.

UnitedHealth Group Trading Down 0.1%

Shares of NYSE:UNH traded down $0.27 during midday trading on Monday, reaching $371.63. The company’s stock had a trading volume of 1,685,246 shares, compared to its average volume of 7,357,789. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a 50 day moving average price of $393.26 and a two-hundred day moving average price of $377.68. The firm has a market capitalization of $333.57 billion, a price-to-earnings ratio of 23.91, a PEG ratio of 1.40 and a beta of 0.60.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping 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 company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the firm posted $4.08 EPS. The company’s quarterly revenue was up .4% on a year-over-year basis. 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 19.85 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is currently owned by corporate insiders.

About UnitedHealth Group

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.