TRB Wealth Management LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

TRB Wealth Management LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,137 shares of the healthcare conglomerate’s stock, valued at approximately $1,304,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. Sumitomo Life Insurance Co. acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $1,788,000. William Blair Investment Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $217,535,000. Harber Asset Management LLC acquired a new position in UnitedHealth Group in the second quarter worth about $7,197,000. Landscape Capital Management L.L.C. acquired a new stake in UnitedHealth Group during the second quarter valued at approximately $2,422,000. Finally, Concord Investment Counsel Inc. bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $9,970,000. Institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the topic of several recent analyst reports. Mizuho boosted their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday, May 27th. HSBC increased their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $398.89 on Tuesday. The stock has a market capitalization of $358.04 billion, a P/E ratio of 25.67, a P/E/G ratio of 1.35 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The business has a 50-day moving average price of $413.74 and a two-hundred day moving average price of $357.26.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the previous year, the company earned $4.08 EPS. UnitedHealth Group’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 analysts predict that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 59.72%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently 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.