UnitedHealth Group Incorporated $UNH Shares Sold by Tred Avon Family Wealth LLC

Tred Avon Family Wealth LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 57.0% during the first quarter, Holdings Channel.com reports. The firm owned 1,584 shares of the healthcare conglomerate’s stock after selling 2,100 shares during the quarter. Tred Avon Family Wealth LLC’s holdings in UnitedHealth Group were worth $429,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of UNH. Oberndorf William E acquired a new stake in UnitedHealth Group in the third quarter worth approximately $12,276,000. Griffith & Werner Inc. bought a new stake in shares of UnitedHealth Group in the 3rd quarter worth $3,039,000. Nordea Investment Management AB boosted its stake in UnitedHealth Group by 4.2% during the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock valued at $30,287,000 after buying an additional 3,720 shares in the last quarter. Rovida Advisors Inc. grew its holdings in UnitedHealth Group by 100.0% during the third quarter. Rovida Advisors Inc. now owns 30,000 shares of the healthcare conglomerate’s stock worth $10,358,000 after acquiring an additional 15,000 shares during the period. Finally, Capital Research Global Investors lifted its holdings in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing bullish expectations for the stock. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Investors are looking ahead to UnitedHealth’s second-quarter earnings on July 16, and anticipation around the report is keeping attention on the name. Should You Buy UnitedHealth Group Stock Before July 16?
• Neutral Sentiment: Market commentary continues to include UnitedHealth among healthcare stocks worth watching, reflecting ongoing investor focus on the sector rather than a company-specific catalyst. Top Healthcare Stocks To Keep An Eye On – June 28th
• Neutral Sentiment: One article suggested a mixed view on unpopular stocks more broadly, but it did not provide a clear new negative catalyst specific to UnitedHealth. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.28% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

UNH has been the subject of a number of research reports. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a report on Tuesday, April 7th. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Barclays raised their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. TD Cowen reaffirmed a “buy” rating on shares of UnitedHealth Group in a research note on Monday, June 22nd. Finally, Wells Fargo & Company increased their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $410.79.

UnitedHealth Group Stock Performance

UNH stock opened at $419.30 on Tuesday. The stock has a market cap of $380.78 billion, a P/E ratio of 31.67, a P/E/G ratio of 1.72 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a 50 day simple moving average of $385.98 and a 200 day simple moving average of $333.18. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $427.93.

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

UnitedHealth Group Increases Dividend

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

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.