CHICAGO TRUST Co NA Trims Holdings in UnitedHealth Group Incorporated $UNH

CHICAGO TRUST Co NA decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 23.5% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 7,145 shares of the healthcare conglomerate’s stock after selling 2,193 shares during the period. CHICAGO TRUST Co NA’s holdings in UnitedHealth Group were worth $1,933,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in UnitedHealth Group during the fourth quarter valued at approximately $4,376,167,000. Capital Research Global Investors boosted its holdings in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the period. Capital World Investors grew its position in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. T. Rowe Price Investment Management Inc. raised its position in shares of UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after buying an additional 2,410,128 shares in the last quarter. Finally, Cardano Risk Management B.V. grew its position in UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after buying an additional 2,262,006 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth’s coverage of Guardant Health’s Shield blood test for colorectal cancer screening could support member growth and reinforce UNH’s position in preventive care, while also signaling adoption of a new, high-profile screening product. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends, which suggests better-than-expected near-term profitability. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: Technical momentum remains strong, with reports noting UNH has rallied sharply, formed a golden cross, and recently traded near its highs for the year, which can attract additional trend-following buyers. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced a $385,000 investment in local support programs for older adults, caregivers, and people with disabilities. The move is positive reputationally, but it is unlikely to materially affect earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Negative Sentiment: A court dismissal of the PBMs’ lawsuit against the FTC keeps regulatory pressure in focus for Optum Rx and the broader pharmacy-benefit manager industry, which could be a headwind for sentiment around UNH’s services segment. Court dismisses PBMs’ lawsuit against FTC following insulin settlements
• Negative Sentiment: One article frames UNH as facing a “Medicare reset,” pointing to potential changes or pressure in Medicare-related dynamics that could weigh on valuation if margins or growth expectations soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on UNH shares. JPMorgan Chase & Co. raised their price target on UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a report on Monday, June 8th. Wells Fargo & Company raised their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, June 23rd. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Finally, Leerink Partners increased their target price on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $411.42.

UnitedHealth Group Trading Up 2.7%

Shares of UNH opened at $426.67 on Thursday. The firm has a market cap of $387.47 billion, a price-to-earnings ratio of 32.23, a PEG ratio of 1.67 and a beta of 0.62. The firm has a 50 day moving average price of $389.88 and a 200-day moving average price of $334.43. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $428.02. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

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

UnitedHealth Group Increases Dividend

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

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.