Pacific Excel Wealth Advisors Inc. Invests $1.16 Million in UnitedHealth Group Incorporated $UNH

Pacific Excel Wealth Advisors Inc. bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,797 shares of the healthcare conglomerate’s stock, valued at approximately $1,162,000.

Several other institutional investors have also added to or reduced their stakes in UNH. Vaughan David Investments LLC IL raised its position in UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after purchasing an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its stake in UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after acquiring an additional 55,695 shares in the last quarter. Vanguard Group Inc. raised its stake in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after acquiring an additional 995,210 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. raised its position in UnitedHealth Group by 8.7% during the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 102,260 shares of the healthcare conglomerate’s stock worth $33,757,000 after buying an additional 8,226 shares during the last quarter. Finally, PBCay One RSC Ltd acquired a new position in shares of UnitedHealth Group in the 1st quarter valued at about $14,343,000. 87.86% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

UNH has been the topic of several analyst reports. Truist Financial raised their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Oppenheimer raised their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Stock Down 1.7%

UNH stock opened at $408.15 on Wednesday. The firm has a market cap of $370.66 billion, a PE ratio of 26.26, a PEG ratio of 1.44 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $239.50 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The firm’s 50 day moving average price is $412.54 and its 200-day moving average price is $349.40.

UnitedHealth Group (NYSE:UNH) last announced its 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. 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 analyst estimates of $110.81 billion. During the same quarter last year, the firm posted $4.08 earnings per share. UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) 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.