Western Wealth Management LLC Acquires Shares of 5,118 UnitedHealth Group Incorporated $UNH

Western Wealth Management LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, Holdings Channel reports. The fund purchased 5,118 shares of the healthcare conglomerate’s stock, valued at approximately $2,127,000.

Several other institutional investors also recently bought and sold shares of the company. Invst LLC bought a new stake in UnitedHealth Group during the 2nd quarter valued at $1,568,000. Roberts Glore & Co. Inc. IL purchased a new position in shares of UnitedHealth Group during the second quarter valued at $1,308,000. PMV Capital Advisers LLC purchased a new stake in UnitedHealth Group in the second quarter worth about $347,000. Jupiter Topco LLC bought a new position in UnitedHealth Group during the 2nd quarter worth about $2,019,844,000. Finally, Route One Investment Company L.P. bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $202,713,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The business’s fifty day simple moving average is $413.54 and its 200-day simple moving average is $359.04. 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 company has a market cap of $359.78 billion, a PE ratio of 25.79, a PEG ratio of 1.37 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the firm earned $4.08 EPS. The business’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. Analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. 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 dividend payout ratio is 59.72%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on UNH. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and increased their target price for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. Leerink Partners boosted their price target 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 raised their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Finally, Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Two 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 company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $456.56.

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.