Ibex Wealth Advisors Purchases 2,559 Shares of UnitedHealth Group Incorporated $UNH

Ibex Wealth Advisors grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,889 shares of the healthcare conglomerate’s stock after buying an additional 2,559 shares during the quarter. Ibex Wealth Advisors’ holdings in UnitedHealth Group were worth $7,005,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of UNH. Stronghold Wealth Management L.L.C. increased its holdings in UnitedHealth Group by 11.9% during the 1st quarter. Stronghold Wealth Management L.L.C. now owns 847 shares of the healthcare conglomerate’s stock valued at $229,000 after purchasing an additional 90 shares in the last quarter. Resona Asset Management Co. Ltd. boosted its stake in UnitedHealth Group by 2.4% in the first quarter. Resona Asset Management Co. Ltd. now owns 289,144 shares of the healthcare conglomerate’s stock worth $77,786,000 after purchasing an additional 6,704 shares in the last quarter. Griffith & Werner Inc. increased its stake in shares of UnitedHealth Group by 30.6% in the first quarter. Griffith & Werner Inc. now owns 12,490 shares of the healthcare conglomerate’s stock valued at $3,380,000 after buying an additional 2,925 shares in the last quarter. Personal CFO Solutions LLC lifted its position in UnitedHealth Group by 20.0% during the 1st quarter. Personal CFO Solutions LLC now owns 5,580 shares of the healthcare conglomerate’s stock worth $1,510,000 after buying an additional 931 shares in the last quarter. Finally, Greenwood Capital Associates LLC grew its holdings in UnitedHealth Group by 48.8% during the 1st quarter. Greenwood Capital Associates LLC now owns 22,013 shares of the healthcare conglomerate’s stock worth $5,956,000 after acquiring an additional 7,218 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction 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 completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by corporate insiders.

UnitedHealth Group Trading Up 1.2%

NYSE UNH opened at $430.88 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $434.30. The company has a market capitalization of $391.30 billion, a PE ratio of 32.54, a P/E/G ratio of 1.71 and a beta of 0.62. The stock has a 50-day simple moving average of $398.30 and a 200 day simple moving average of $338.28.

UnitedHealth Group (NYSE:UNH) last posted its earnings results 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. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the previous year, the company earned $7.20 EPS. The company’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on UNH. Jefferies Financial Group upped their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Bank of America upped their price objective on UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Royal Bank Of Canada lifted their target price on UnitedHealth Group from $400.00 to $463.00 and gave the company an “outperform” rating in a research note on Thursday. Barclays upped their price target on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Finally, JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $417.38.

More UnitedHealth Group News

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and reiterated an outperform rating, signaling continued upside potential for the stock. Benzinga
• Positive Sentiment: Healthcare stocks are broadly rallying, and UnitedHealth was highlighted as a leader in the sector’s move higher, which is helping sentiment across managed care names. UnitedHealth Leads Healthcare Rally
• Positive Sentiment: UnitedHealthcare launched a new Lifestyle Spending Account benefit, adding another consumer-facing product that could support growth and deepen employer relationships. UnitedHealthcare Launches New Spending Account Benefit
• Neutral Sentiment: UnitedHealth is preparing to report quarterly earnings soon, keeping attention on its fundamentals and guidance for the coming year. UnitedHealth Group (UNH) to Post Quarterly Earnings on Thursday
• Neutral Sentiment: Reports also noted UnitedHealth’s planned $1.5 billion AI investment for 2026, which could improve efficiency and growth but may take time to show results. UNH’s $1.5B AI Push: Can It Deliver More Than Cost Savings?
• Negative Sentiment: Some commentary cautioned investors against buying UNH too aggressively, suggesting the stock may not be the best healthcare opportunity despite the industry’s strength. Don’t Buy UnitedHealth Group (UNH) Stock Before Reading This

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.