TCM Advisors LLC Takes $1.16 Million Position in UnitedHealth Group Incorporated $UNH

TCM Advisors LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,800 shares of the healthcare conglomerate’s stock, valued at approximately $1,164,000. UnitedHealth Group makes up 0.1% of TCM Advisors LLC’s holdings, making the stock its 15th largest position.

A number of other institutional investors and hedge funds have also made changes to their positions in UNH. Winmill & CO. Inc. purchased a new position in UnitedHealth Group during the second quarter valued at $5,611,000. Cibc World Market Inc. bought a new position in UnitedHealth Group during the second quarter valued at approximately $181,940,000. Satovsky Asset Management LLC purchased a new position in UnitedHealth Group in the second quarter worth about $386,000. Osbon Capital Management LLC purchased a new position in shares of UnitedHealth Group in the second quarter worth approximately $209,000. Finally, OMERS ADMINISTRATION Corp purchased a new stake in UnitedHealth Group during the second quarter valued at approximately $209,822,000. Institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

Wall Street Analyst Weigh In

Several research firms recently weighed in on UNH. Morgan Stanley lifted their target price on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Leerink Partners increased their price objective 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. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. Finally, Mizuho increased their target price on UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $456.56.

UnitedHealth Group Stock Down 0.5%

Shares of UNH opened at $396.78 on Wednesday. The firm has a fifty day moving average price of $413.51 and a 200-day moving average price of $358.11. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $356.14 billion, a P/E ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62.

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

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is currently 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.