Stock Yards Bank & Trust Co. Sells 2,150 Shares of UnitedHealth Group Incorporated $UNH

Stock Yards Bank & Trust Co. cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 3.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 60,191 shares of the healthcare conglomerate’s stock after selling 2,150 shares during the quarter. Stock Yards Bank & Trust Co.’s holdings in UnitedHealth Group were worth $16,287,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Founders Capital Management LLC raised its holdings in UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after purchasing an additional 29 shares during the period. Kellett Wealth Advisors LLC raised its holdings in UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after acquiring an additional 29 shares during the period. Cooper Financial Group boosted its stake in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares during the period. Successful Portfolios LLC increased its holdings in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after acquiring an additional 30 shares during the last quarter. Finally, Bell Investment Advisors Inc boosted its stake in UnitedHealth Group by 14.4% during the first quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 31 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on UNH shares. Bank of America upped their price target on shares of UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Wells Fargo & Company raised their price objective on 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 restated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Leerink Partners boosted their target price on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research 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 assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $411.42.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer 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 available at this hyperlink. 0.28% of the stock is currently owned by insiders.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $426.67 on Thursday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a market cap of $387.47 billion, a PE ratio of 32.23, a price-to-earnings-growth ratio of 1.67 and a beta of 0.62. The firm’s 50 day simple moving average is $389.88 and its 200-day simple moving average is $334.43. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $428.02.

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

UnitedHealth Group Increases Dividend

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

UnitedHealth Group News Roundup

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

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.