UnitedHealth Group Incorporated $UNH Position Increased by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 12.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,206 shares of the healthcare conglomerate’s stock after buying an additional 3,608 shares during the period. Integrated Wealth Concepts LLC’s holdings in UnitedHealth Group were worth $13,801,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of UNH. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group in the 4th quarter valued at about $25,000. Aberdeen Wealth Management LLC bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $31,000. Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $27,000. Lifetime Wealth Management P.C. acquired a new stake in UnitedHealth Group in the 4th quarter valued at approximately $29,000. Finally, Wilkerson Advisory Group LLC acquired a new position in UnitedHealth Group during the 4th quarter worth $30,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 1.9%

UnitedHealth Group stock opened at $393.11 on Thursday. The company has a 50 day moving average price of $410.24 and a 200 day moving average price of $366.95. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm has a market capitalization of $352.85 billion, a price-to-earnings ratio of 25.30, a P/E/G ratio of 1.51 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company’s revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Announces Dividend

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 issued a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. 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 firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in artificial intelligence to expand Optum Insight’s software capabilities, improve operating efficiency and create new growth opportunities. Can UnitedHealth’s AI Strategy Strengthen Optum Insight’s Growth?
• Positive Sentiment: Jim Cramer characterized UnitedHealth’s latest quarter as very strong and argued that the company continues to have profitable growth and a strong competitive position. Analysts tracked by Quiver Quantitative also have a median price target of $434.50, above the recent trading level. Jim Cramer Discusses UnitedHealth’s Profitable Growth
• Neutral Sentiment: UnitedHealth’s partial sale of its Florida WellMed primary-care clinic network to TPG brings in strategic capital while allowing UNH to retain an equity interest. Management was also expected to reaffirm its full-year earnings guidance, but investors are looking for evidence that the Optum turnaround is sustainable. UnitedHealth Sells WellMed to TPG
• Negative Sentiment: The TPG transaction raised concerns because the Florida WellMed operations have been associated with Optum Health’s recent profit problems. Investors questioned whether the deal signals a weaker outlook for the assets or reflects a need for outside capital during the turnaround. UnitedHealth Slips as TPG Buys Into Florida WellMed Clinics
• Negative Sentiment: Comments from CVS Health about continued high medical-cost growth pressured managed-care stocks, including UNH. UnitedHealth also continues to face commercial-insurance margin pressure, while parts of the Optum recovery remain incomplete. CVS Still Sees High-Trend Cost Growth
• Negative Sentiment: UnitedHealth trades at a substantial valuation premium to some managed-care peers despite having slower revenue growth, increasing sensitivity to disappointing guidance or execution. Broader healthcare-sector weakness added to the selling pressure. Why Is UNH Stock Trading at a Premium?

Analysts Set New Price Targets

UNH has been the topic of a number of research analyst reports. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. HSBC raised their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Wells Fargo & Company upped their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Barclays raised their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Finally, Leerink Partners increased their price target on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $456.56.

About UnitedHealth Group

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.