Sequoia Financial Advisors LLC Buys 2,741 Shares of UnitedHealth Group Incorporated $UNH

Sequoia Financial Advisors LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 56,842 shares of the healthcare conglomerate’s stock after buying an additional 2,741 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in UnitedHealth Group were worth $23,625,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. California State Teachers Retirement System lifted its stake in UnitedHealth Group by 41,749.2% during the second quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate’s stock worth $235,847,894,000 after purchasing an additional 566,090,823 shares during the last quarter. Norges Bank purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. Corient Private Wealth LP purchased a new stake in UnitedHealth Group in the second quarter worth approximately $245,516,000. Legal & General Group Plc bought a new position in UnitedHealth Group during the second quarter valued at approximately $2,444,928,000. Finally, Jupiter Topco LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $2,019,844,000. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. KeyCorp lifted their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Wells Fargo & Company increased their target price on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a report on Monday, July 13th. HC Wainwright set a $492.00 price target on UnitedHealth Group in a research note on Wednesday, May 27th. Finally, Royal Bank Of Canada increased their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $456.56.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in artificial intelligence to expand Optum Insight’s software capabilities, improve operating efficiency and create new growth opportunities. Can UnitedHealth’s AI Strategy Strengthen Optum Insight’s Growth?
• Positive Sentiment: Jim Cramer characterized UnitedHealth’s latest quarter as very strong and argued that the company continues to have profitable growth and a strong competitive position. Analysts tracked by Quiver Quantitative also have a median price target of $434.50, above the recent trading level. Jim Cramer Discusses UnitedHealth’s Profitable Growth
• Neutral Sentiment: UnitedHealth’s partial sale of its Florida WellMed primary-care clinic network to TPG brings in strategic capital while allowing UNH to retain an equity interest. Management was also expected to reaffirm its full-year earnings guidance, but investors are looking for evidence that the Optum turnaround is sustainable. UnitedHealth Sells WellMed to TPG
• Negative Sentiment: The TPG transaction raised concerns because the Florida WellMed operations have been associated with Optum Health’s recent profit problems. Investors questioned whether the deal signals a weaker outlook for the assets or reflects a need for outside capital during the turnaround. UnitedHealth Slips as TPG Buys Into Florida WellMed Clinics
• Negative Sentiment: Comments from CVS Health about continued high medical-cost growth pressured managed-care stocks, including UNH. UnitedHealth also continues to face commercial-insurance margin pressure, while parts of the Optum recovery remain incomplete. CVS Still Sees High-Trend Cost Growth
• Negative Sentiment: UnitedHealth trades at a substantial valuation premium to some managed-care peers despite having slower revenue growth, increasing sensitivity to disappointing guidance or execution. Broader healthcare-sector weakness added to the selling pressure. Why Is UNH Stock Trading at a Premium?

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Stock Down 1.9%

Shares of NYSE:UNH opened at $393.11 on Thursday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock’s 50-day moving average is $410.24 and its 200 day moving average is $366.95. The company has a market cap of $352.85 billion, a PE ratio of 25.30, a P/E/G ratio of 1.51 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH) last posted its 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 firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations 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 previous year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s payout ratio is currently 59.72%.

UnitedHealth Group Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.