Van Hulzen Asset Management LLC Acquires 1,972 Shares of UnitedHealth Group Incorporated $UNH

Van Hulzen Asset Management LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 20.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,817 shares of the healthcare conglomerate’s stock after purchasing an additional 1,972 shares during the period. Van Hulzen Asset Management LLC’s holdings in UnitedHealth Group were worth $4,911,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. LFG Wealth Partners LLC grew its stake in shares of UnitedHealth Group by 3.3% during the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after acquiring an additional 27 shares during the period. Synergy Financial Group LTD raised its position in shares of UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after purchasing an additional 27 shares during the period. Ares Financial Consulting LLC boosted its holdings in UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after buying an additional 28 shares during the period. Hudock Inc. raised its holdings in UnitedHealth Group by 1.0% during the second quarter. Hudock Inc. now owns 2,844 shares of the healthcare conglomerate’s stock valued at $1,182,000 after acquiring an additional 28 shares during the period. Finally, Rockland Trust Co. boosted its stake in shares of UnitedHealth Group by 1.1% in the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock worth $1,076,000 after acquiring an additional 29 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH opened at $393.11 on Thursday. The stock has a fifty day moving average price of $410.24 and a 200-day moving average price of $366.95. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm 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. 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 (NYSE:UNH) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter last year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced 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 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group’s payout ratio is currently 59.72%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on UNH shares. KeyCorp boosted their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research report on Thursday, July 16th. Barclays raised their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. JPMorgan Chase & Co. raised their price target on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Finally, Morgan Stanley raised their target price on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average 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?

Insiders Place Their Bets

In other news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.19% of the company’s stock.

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.