Sax Wealth Advisors LLC Has $956,000 Position in UnitedHealth Group Incorporated $UNH

Sax Wealth Advisors LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 236.7% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,300 shares of the healthcare conglomerate’s stock after acquiring an additional 1,617 shares during the quarter. Sax Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $956,000 as of its most recent SEC filing.

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

Key Stories Impacting UnitedHealth Group

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

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Zacks Research upgraded UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. TD Cowen increased their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Morgan Stanley upped their target price on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and raised their target price for the company from $287.00 to $453.00 in a research note on Thursday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $455.92.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Down 0.1%

UNH opened at $406.54 on Monday. UnitedHealth Group Incorporated has a 1-year low of $244.37 and a 1-year high of $461.62. The business has a 50 day moving average of $414.09 and a 200-day moving average of $350.97. The stock has a market capitalization of $369.20 billion, a price-to-earnings ratio of 26.16, a P/E/G ratio of 1.41 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.80 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 for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business’s revenue was up .4% on a year-over-year basis. During the same period in the prior year, the firm earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 59.72%.

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.