Walser Wealth Management Company A Ltd Liability Co Has $1.13 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Walser Wealth Management Company A Ltd Liability Co raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 81.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,186 shares of the healthcare conglomerate’s stock after buying an additional 1,885 shares during the period. Walser Wealth Management Company A Ltd Liability Co’s holdings in UnitedHealth Group were worth $1,133,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of UNH. Oberndorf William E acquired a new stake in shares of UnitedHealth Group during the third quarter worth $12,276,000. Nordea Investment Management AB grew its holdings in shares of UnitedHealth Group by 4.2% in the 4th quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock valued at $30,287,000 after buying an additional 3,720 shares during the period. Capital Research Global Investors increased its holdings in shares of UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares in the last quarter. Vaughan David Investments LLC IL lifted its holdings in shares of UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after purchasing an additional 3,934 shares in the last quarter. Finally, Kensington Investment Counsel LLC bought a new stake in UnitedHealth Group during the 3rd quarter worth approximately $2,888,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of NYSE UNH traded up $10.53 during mid-day trading on Tuesday, reaching $428.52. 1,158,745 shares of the company were exchanged, compared to its average volume of 8,581,893. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company’s 50-day simple moving average is $392.87 and its 200-day simple moving average is $335.60. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $430.20. The stock has a market capitalization of $389.15 billion, a P/E ratio of 32.15, a P/E/G ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the business earned $7.20 EPS. The company’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. As a group, research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

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

Analyst Upgrades and Downgrades

UNH has been the subject of several research reports. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. Truist Financial lifted their price target on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. TD Cowen reiterated a “buy” rating on shares of UnitedHealth Group in a report on Monday, June 22nd. Royal Bank Of Canada boosted their target price on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. One 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 assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $414.75.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth is shifting its strategy toward profitability over rapid growth, with improving margins, stronger earnings, and Optum expansion seen as supporting a longer-term turnaround. UnitedHealth Bets on Profitability Over Growth: Will It Pay Off?
• Positive Sentiment: HSBC raised its price target on UNH to $380 and maintained a “hold” rating, reflecting continued analyst attention and a more favorable valuation view than before. HSBC raises UnitedHealth price target
• Positive Sentiment: Multiple recent analyst targets remain well above prior levels, including targets in the mid-$400s, which supports the view that Wall Street still sees recovery potential in the stock.
• Positive Sentiment: UnitedHealth became the first major commercial insurer to cover Guardant Health’s Shield blood test for colorectal cancer screening in eligible adults 45 and older, a move that could strengthen its role in emerging preventative care and improve access to innovative screening tools. UnitedHealth Group Opens Shield Blood Test Coverage
• Neutral Sentiment: Market commentary continues to frame UNH as a long-term momentum name and a defensive healthcare holding, suggesting investors still view it as a quality large-cap stock with stable fundamentals.
• Negative Sentiment: The stock declined in the latest trading session even as the broader market improved, indicating some near-term profit-taking or investor caution despite the favorable long-term setup. UnitedHealth Group Stock Declines While Market Improves

Insider Buying and Selling at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.28% of the stock is currently owned by corporate insiders.

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.