UnitedHealth Group Incorporated $UNH Stock Position Increased by Ironvine Capital Partners LLC

Ironvine Capital Partners LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.6% during the second quarter, Holdings Channel.com reports. The fund owned 83,943 shares of the healthcare conglomerate’s stock after acquiring an additional 18,162 shares during the quarter. UnitedHealth Group accounts for approximately 3.1% of Ironvine Capital Partners LLC’s investment portfolio, making the stock its 12th largest position. Ironvine Capital Partners LLC’s holdings in UnitedHealth Group were worth $34,889,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $25,000. Aberdeen Wealth Management LLC acquired a new position in UnitedHealth Group in the second quarter worth approximately $31,000. Anfield Capital Management LLC lifted its position in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group during the 4th quarter worth $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $29,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research report on Tuesday, July 21st. TD Cowen raised their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. KeyCorp boosted their price target on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Finally, HSBC boosted their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Price Performance

Shares of UNH opened at $396.23 on Wednesday. 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 company has a market capitalization of $355.65 billion, a price-to-earnings ratio of 25.50, a P/E/G ratio of 1.47 and a beta of 0.61. The business’s 50-day moving average is $412.68 and its 200-day moving average is $362.36. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating 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 firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the firm posted $4.08 earnings per share. The firm’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. Equities research analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. The trade was 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 the SEC website. 0.19% of the stock is owned by company insiders.

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.