Sequoia Financial Advisors LLC Has $14.64 Million Stake in UnitedHealth Group Incorporated $UNH

Sequoia Financial Advisors LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 54,101 shares of the healthcare conglomerate’s stock after selling 3,600 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in UnitedHealth Group were worth $14,639,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth approximately $26,000. Anfield Capital Management LLC increased its stake in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at $27,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by company insiders.

Analyst Ratings Changes

UNH has been the subject of a number of research reports. Robert W. Baird lifted their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. Barclays lifted their price target on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. UBS Group raised their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Jefferies Financial Group boosted their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, Bank of America lifted their price objective on shares of UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $417.38.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

UnitedHealth Group Stock Performance

UNH traded down $6.63 during midday trading on Friday, reaching $425.05. The company’s stock had a trading volume of 3,797,031 shares, compared to its average volume of 5,701,382. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $434.30. The company has a fifty day simple moving average of $399.40 and a 200 day simple moving average of $338.88. The stock has a market cap of $386.00 billion, a P/E ratio of 32.10, a PEG ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the firm posted $7.20 EPS. The business’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

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

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.