Flatrock Wealth Partners LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Flatrock Wealth Partners LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,239 shares of the healthcare conglomerate’s stock, valued at approximately $335,000.

Other large investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group in the fourth quarter worth about $25,000. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC lifted its stake in 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 period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group during the fourth quarter worth $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Up 2.4%

UnitedHealth Group stock opened at $428.00 on Wednesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $430.20. The stock has a market capitalization of $388.68 billion, a PE ratio of 32.33, a price-to-earnings-growth ratio of 1.68 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business has a 50 day simple moving average of $395.60 and a 200-day simple moving average of $336.86.

UnitedHealth Group (NYSE:UNH) last released its quarterly 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. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter last year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

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

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: An external audit of UnitedHealth’s HouseCalls senior home visits found that nearly 97% of diagnoses were supported by patients’ medical records, easing concerns that the unit was inflating diagnoses to increase Medicare reimbursements. Reuters article
• Positive Sentiment: UnitedHealth said the audit helps validate its home-health practices, which could reduce regulatory and reputational risk around Medicare Advantage reimbursement concerns. Healthcare Dive article
• Positive Sentiment: The stock has been one of the stronger large-cap healthcare names this year, with coverage noting a solid first-half rebound and signs that management is addressing prior problem areas. Motley Fool article
• Positive Sentiment: UnitedHealth is also being viewed more favorably for its strategy shift toward profitability, with improving margins, stronger earnings, and Optum expansion supporting the turnaround case. Yahoo Finance article
• Positive Sentiment: The company expanded insurance coverage for Guardant Health’s Shield blood test for colorectal cancer screening in adults 45 and older, reinforcing its role in broadening access to emerging medical technologies. Yahoo Finance article
• Neutral Sentiment: HSBC raised its price target on UNH to $380 while keeping a hold rating, which is constructive but still implies the stock may be trading above the firm’s view of fair value. Benzinga article
• Neutral Sentiment: Some recent market commentary still highlighted a prior pullback in the shares, suggesting investors are watching whether the rebound is durable. Yahoo Finance article

Analyst Ratings Changes

Several equities research analysts have weighed in on UNH shares. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Bank of America raised their target price on UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. HC Wainwright set a $492.00 price target on UnitedHealth Group in a report on Wednesday, May 27th. Barclays raised their price objective 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. Finally, Leerink Partners increased their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $414.75.

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.