UnitedHealth Group Incorporated $UNH Stake Cut by Fayez Sarofim & Co

Fayez Sarofim & Co decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,575,300 shares of the healthcare conglomerate’s stock after selling 28,472 shares during the period. UnitedHealth Group comprises 1.5% of Fayez Sarofim & Co’s portfolio, making the stock its 18th largest holding. Fayez Sarofim & Co owned about 0.18% of UnitedHealth Group worth $654,742,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group during the 4th quarter valued at $25,000. Anfield Capital Management LLC boosted its position in UnitedHealth Group by 220.0% during the fourth 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 in the 4th quarter worth about $27,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group in the fourth quarter worth approximately $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $394.57 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The business has a 50 day moving average price of $413.42 and a 200 day moving average price of $359.88. The company has a market cap of $354.16 billion, a price-to-earnings ratio of 25.39, a PEG ratio of 1.39 and a beta of 0.62. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping 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 business had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the company posted $4.08 earnings per share. 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. Research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio is 59.72%.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. KeyCorp upped their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Wells Fargo & Company boosted their price target on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. UBS Group raised their price objective on UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $456.56.

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.