Skylands Capital LLC Has $2.62 Million Holdings in UnitedHealth Group Incorporated $UNH

Skylands Capital LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 20.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,695 shares of the healthcare conglomerate’s stock after buying an additional 1,675 shares during the quarter. Skylands Capital LLC’s holdings in UnitedHealth Group were worth $2,623,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. Janney Montgomery Scott LLC lifted its holdings in UnitedHealth Group by 22.8% during the 1st quarter. Janney Montgomery Scott LLC now owns 264,200 shares of the healthcare conglomerate’s stock valued at $71,490,000 after purchasing an additional 49,092 shares during the last quarter. Diamant Asset Management Inc. increased its holdings in shares of UnitedHealth Group by 26,148.5% during the first quarter. Diamant Asset Management Inc. now owns 569,592 shares of the healthcare conglomerate’s stock worth $154,126,000 after buying an additional 567,422 shares in the last quarter. Kenora Financial LLC boosted its holdings in shares of UnitedHealth Group by 2.2% in the 1st quarter. Kenora Financial LLC now owns 3,311 shares of the healthcare conglomerate’s stock worth $896,000 after acquiring an additional 70 shares in the last quarter. Boomfish Wealth Group LLC raised its position in UnitedHealth Group by 27.6% in the 1st quarter. Boomfish Wealth Group LLC now owns 7,417 shares of the healthcare conglomerate’s stock valued at $2,007,000 after purchasing an additional 1,605 shares during the last quarter. Finally, Advocate Investing Services LLC boosted its stake in UnitedHealth Group by 145.6% in the first quarter. Advocate Investing Services LLC now owns 2,623 shares of the healthcare conglomerate’s stock worth $710,000 after purchasing an additional 1,555 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Jefferies Financial Group lifted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Barclays boosted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a report on Monday, June 8th. Oppenheimer increased their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Truist Financial boosted their target price on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $410.79.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’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 sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 2.9%

Shares of NYSE:UNH opened at $427.47 on Friday. The business has a 50 day moving average of $383.92 and a 200-day moving average of $332.44. The stock has a market cap of $388.21 billion, a PE ratio of 32.29, a P/E/G ratio of 1.72 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $427.93. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

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.