SVB Wealth LLC Has $1.79 Million Stake in UnitedHealth Group Incorporated $UNH

SVB Wealth LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 51.1% during the 1st quarter, HoldingsChannel reports. The firm owned 6,631 shares of the healthcare conglomerate’s stock after selling 6,941 shares during the period. SVB Wealth LLC’s holdings in UnitedHealth Group were worth $1,794,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the fourth quarter worth $25,000. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the 4th quarter worth $26,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% in the 4th 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 during the period. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the fourth quarter worth about $27,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have weighed in on UNH shares. Wells Fargo & Company upped their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. UBS Group increased their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Truist Financial lifted their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Finally, Leerink Partners upped their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $409.75.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 0.6%

UNH stock opened at $409.32 on Wednesday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98. The stock has a market cap of $371.72 billion, a price-to-earnings ratio of 30.92, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. The company has a fifty day moving average price of $377.77 and a two-hundred day moving average price of $330.66. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

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

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

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.