UnitedHealth Group Incorporated $UNH Shares Purchased by Simplicity Wealth LLC

Simplicity Wealth LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 15.9% during the first quarter, Holdings Channel.com reports. The institutional investor owned 12,337 shares of the healthcare conglomerate’s stock after purchasing an additional 1,688 shares during the period. Simplicity Wealth LLC’s holdings in UnitedHealth Group were worth $3,338,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Beacon Harbor Wealth Advisors Inc. boosted its holdings in UnitedHealth Group by 144.3% during the first quarter. Beacon Harbor Wealth Advisors Inc. now owns 27,323 shares of the healthcare conglomerate’s stock worth $7,393,000 after buying an additional 16,139 shares in the last quarter. Conning Inc. raised its holdings in shares of UnitedHealth Group by 25.2% during the first quarter. Conning Inc. now owns 130,449 shares of the healthcare conglomerate’s stock valued at $35,298,000 after acquiring an additional 26,266 shares during the last quarter. Arbor Capital Management Inc. ADV grew its holdings in shares of UnitedHealth Group by 13.9% during the first quarter. Arbor Capital Management Inc. ADV now owns 3,973 shares of the healthcare conglomerate’s stock worth $1,182,000 after buying an additional 484 shares in the last quarter. Whipplewood Advisors LLC increased its holdings in shares of UnitedHealth Group by 53.2% in the first quarter. Whipplewood Advisors LLC now owns 510 shares of the healthcare conglomerate’s stock valued at $138,000 after purchasing an additional 177 shares during the last quarter. Finally, Waterfront Wealth Inc. purchased a new stake in shares of UnitedHealth Group in the first quarter valued at about $490,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.28% of the company’s stock.

Key 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 kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

UnitedHealth Group Stock Performance

NYSE UNH traded down $6.63 on Friday, hitting $425.05. 3,797,031 shares of the company’s stock were exchanged, compared to its average volume of 5,701,382. The firm’s 50-day moving average price is $399.40 and its two-hundred day moving average price is $338.88. The firm has a market cap of $386.00 billion, a price-to-earnings ratio of 32.10, a P/E/G ratio of 1.74 and a beta of 0.62. 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 Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $434.30.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the business earned $7.20 earnings per share. The business’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. On average, research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date was Monday, June 15th. 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 yield of 2.2%. UnitedHealth Group’s payout ratio is presently 70.09%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on UNH shares. HSBC increased their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. UBS Group boosted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Morgan Stanley raised their price target on shares of UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research report on Tuesday, June 30th. Finally, Truist Financial boosted their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $417.38.

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.