LM Advisors LLC Takes $1.59 Million Position in UnitedHealth Group Incorporated $UNH

LM Advisors LLC acquired a new position 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 firm acquired 3,823 shares of the healthcare conglomerate’s stock, valued at approximately $1,594,000.

Several other large investors also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group during the second quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $377,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group Stock Up 2.3%

Shares of NYSE UNH opened at $398.89 on Tuesday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The firm has a market cap of $358.04 billion, a PE ratio of 25.67, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. The company has a 50 day simple moving average of $413.74 and a 200 day simple moving average of $357.26.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the company posted $4.08 EPS. The company’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Analyst Upgrades and Downgrades

UNH has been the subject of several recent analyst reports. Leerink Partners upped their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Wells Fargo & Company increased their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. UBS Group increased their price objective on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Finally, Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $455.92.

About UnitedHealth Group

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.