Biondo Investment Advisors LLC Sells 2,720 Shares of UnitedHealth Group Incorporated $UNH

Biondo Investment Advisors LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 12.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 19,338 shares of the healthcare conglomerate’s stock after selling 2,720 shares during the quarter. Biondo Investment Advisors LLC’s holdings in UnitedHealth Group were worth $6,384,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Founders Capital Management LLC grew its stake in shares of UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares during the period. Kellett Wealth Advisors LLC grew its stake in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after purchasing an additional 29 shares during the period. Cooper Financial Group grew its stake in shares of UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after purchasing an additional 30 shares during the period. Successful Portfolios LLC grew its stake in shares of UnitedHealth Group by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after purchasing an additional 30 shares during the period. Finally, McLean Asset Management Corp grew its stake in shares of UnitedHealth Group by 1.6% during the 4th quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock valued at $670,000 after acquiring an additional 32 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.28% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent research reports. UBS Group boosted their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Truist Financial boosted their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Sanford C. Bernstein boosted their price objective on UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. TD Cowen boosted their price objective on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Finally, HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group Stock Up 0.7%

Shares of UNH opened at $408.34 on Friday. The stock has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The business’s 50 day simple moving average is $362.28 and its 200-day simple moving average is $326.85. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is currently 66.77%.

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.