Safeguard Investment Advisory Group LLC Invests $1.95 Million in UnitedHealth Group Incorporated $UNH

Safeguard Investment Advisory Group LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 4,682 shares of the healthcare conglomerate’s stock, valued at approximately $1,946,000. UnitedHealth Group comprises approximately 0.4% of Safeguard Investment Advisory Group LLC’s investment portfolio, making the stock its 24th largest position.

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

UnitedHealth Group Price Performance

Shares of UNH opened at $396.78 on Wednesday. The stock has a market capitalization of $356.14 billion, a P/E ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a 50 day moving average of $413.51 and a 200-day moving average of $358.11. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is 59.72%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

Analyst Ratings Changes

Several equities research analysts have commented on UNH shares. UBS Group upped their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. upped their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research report on Tuesday, July 21st. Mizuho lifted their target price on UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. HSBC raised their price target on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Finally, Truist Financial increased their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $456.56.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, 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 filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

UnitedHealth Group 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.