Greenleaf Trust Grows Holdings in UnitedHealth Group Incorporated $UNH

Greenleaf Trust increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 11.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 18,096 shares of the healthcare conglomerate’s stock after acquiring an additional 1,857 shares during the period. Greenleaf Trust’s holdings in UnitedHealth Group were worth $7,521,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter worth approximately $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 in the last quarter. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group in the fourth quarter worth $29,000. Finally, Wilkerson Advisory Group LLC bought a new position in shares of UnitedHealth Group during the fourth quarter valued at about $30,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UNH has been the subject of several analyst reports. Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research note on Thursday, July 16th. Leerink Partners lifted their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. TD Cowen raised their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Finally, JPMorgan Chase & Co. raised their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $456.56.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is owned by insiders.

UnitedHealth Group Trading Down 0.3%

NYSE:UNH opened at $393.99 on Friday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The stock has a market cap of $353.64 billion, a price-to-earnings ratio of 25.35, a P/E/G ratio of 1.36 and a beta of 0.62. The company has a 50-day moving average price of $413.28 and a 200-day moving average price of $360.11. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.

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

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

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.