UnitedHealth Group Incorporated $UNH Holdings Trimmed by Flaharty Asset Management LLC

Flaharty Asset Management LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 77.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 520 shares of the healthcare conglomerate’s stock after selling 1,818 shares during the quarter. Flaharty Asset Management LLC’s holdings in UnitedHealth Group were worth $221,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the 4th quarter worth $25,000. Anfield Capital Management LLC raised its position in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group during the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Up 0.6%

UnitedHealth Group stock opened at $406.54 on Friday. UnitedHealth Group Incorporated has a 12 month low of $244.37 and a 12 month high of $461.62. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market cap of $369.20 billion, a P/E ratio of 26.16, a P/E/G ratio of 1.40 and a beta of 0.62. The company’s fifty day simple moving average is $414.09 and its 200-day simple moving average is $350.83.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the firm earned $4.08 earnings per share. The business’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal 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. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on UNH shares. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. HSBC boosted 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. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, DA Davidson set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the sale, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.19% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
• Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
• Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
• Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
• Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing

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.