GS Investments Inc. Has $1.72 Million Stock Position in UnitedHealth Group Incorporated $UNH

GS Investments Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 19.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 6,338 shares of the healthcare conglomerate’s stock after selling 1,482 shares during the quarter. GS Investments Inc.’s holdings in UnitedHealth Group were worth $1,715,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the fourth quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the 4th quarter worth $26,000. Anfield Capital Management LLC lifted 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 during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group during the fourth quarter valued at about $27,000. Institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Up 0.7%

Shares of UNH stock opened at $426.39 on Friday. The stock has a 50 day moving average of $404.81 and a 200-day moving average of $342.28. The firm has a market cap of $387.23 billion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.58 and a beta of 0.62. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62.

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 analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 earnings per share. UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 19.75 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 paid a $2.32 dividend. The ex-dividend date was Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio is 70.09%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

Analyst Upgrades and Downgrades

UNH has been the topic of a number of analyst reports. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Oppenheimer increased their price target on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday. Mizuho boosted their price objective on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Jefferies Financial Group raised their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $447.29.

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.