UnitedHealth Group Incorporated $UNH Shares Acquired by Annex Advisory Services LLC

Annex Advisory Services LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 159.6% during the 2nd quarter, HoldingsChannel reports. The firm owned 68,577 shares of the healthcare conglomerate’s stock after acquiring an additional 42,157 shares during the quarter. Annex Advisory Services LLC’s holdings in UnitedHealth Group were worth $28,503,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC raised its stake in shares of 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 period. Joseph Group Capital Management purchased a new position in shares of UnitedHealth Group in the fourth quarter valued at $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group in the 4th quarter worth $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on UNH shares. HC Wainwright set a $492.00 target price on UnitedHealth Group in a research report on Wednesday, May 27th. JPMorgan Chase & Co. raised their price objective on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Piper Sandler set a $477.00 target price on UnitedHealth Group in a research report on Thursday, July 16th. Royal Bank Of Canada raised their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Finally, BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $455.92.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group Trading Down 1.8%

NYSE:UNH opened at $401.56 on Wednesday. The company has a market cap of $364.67 billion, a PE ratio of 25.84, a P/E/G ratio of 1.42 and a beta of 0.62. The business’s 50 day moving average is $415.13 and its two-hundred day moving average is $351.84. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 52 week low of $253.67 and a 52 week high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 59.72%.

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.