Calamos Wealth Management LLC Sells 1,231 Shares of UnitedHealth Group Incorporated $UNH

Calamos Wealth Management LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 10.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,583 shares of the healthcare conglomerate’s stock after selling 1,231 shares during the quarter. Calamos Wealth Management LLC’s holdings in UnitedHealth Group were worth $2,864,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Calamos Advisors LLC boosted its position in shares of UnitedHealth Group by 4.6% during the first quarter. Calamos Advisors LLC now owns 250,888 shares of the healthcare conglomerate’s stock valued at $67,888,000 after buying an additional 11,085 shares during the last quarter. Retirement Planning Group LLC raised its position in UnitedHealth Group by 14.5% in the 1st quarter. Retirement Planning Group LLC now owns 2,490 shares of the healthcare conglomerate’s stock worth $674,000 after buying an additional 315 shares during the last quarter. Mattern Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 48.4% during the 1st quarter. Mattern Capital Management LLC now owns 38,785 shares of the healthcare conglomerate’s stock valued at $10,495,000 after acquiring an additional 12,654 shares during the last quarter. Blake Schutter Theil Wealth Advisors LLC raised its holdings in shares of UnitedHealth Group by 8.0% during the first quarter. Blake Schutter Theil Wealth Advisors LLC now owns 916 shares of the healthcare conglomerate’s stock valued at $248,000 after purchasing an additional 68 shares during the last quarter. Finally, Check Capital Management Inc. CA lifted its position in UnitedHealth Group by 71.3% during the first quarter. Check Capital Management Inc. CA now owns 1,232 shares of the healthcare conglomerate’s stock valued at $333,000 after purchasing an additional 513 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Up 1.1%

NYSE UNH opened at $429.34 on Tuesday. 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 12 month low of $234.60 and a 12 month high of $434.30. The stock’s 50 day moving average is $400.56 and its 200 day moving average is $339.71. The stock has a market cap of $389.90 billion, a PE ratio of 32.43, a P/E/G ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the business posted $7.20 earnings per share. The company’s revenue for the quarter 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 predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

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

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research reports. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a research note on Monday, June 8th. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday. TD Cowen reaffirmed a “buy” rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Finally, Robert W. Baird raised their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $421.04.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.28% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Wells Fargo raised its price target on UnitedHealth Group to $485 from $397 and kept an overweight rating, signaling confidence in further upside as the insurer’s recovery story gains traction. Benzinga report on Wells Fargo target increase
• Positive Sentiment: Several recent articles highlight UnitedHealth’s rally, stronger technical setup, and expectations that management has been improving medical cost control and execution, which has kept investors focused on the company’s long-term growth path. Invezz article on UNH chart and rally
• Positive Sentiment: Market commentary notes that the Trump administration’s higher-than-expected Medicare Advantage payment boost has also helped support the bullish case for managed-care stocks like UNH. Forbes article on insurer rebound
• Neutral Sentiment: Investors are waiting for second-quarter results to see whether UnitedHealth can maintain membership growth, manage rising medical costs, and meet earnings expectations after a period of volatility. Zacks article on Q2 earnings estimates
• Neutral Sentiment: There is also some debate around preventive-care coverage trends and whether expanded coverage for Guardant’s Shield test could alter UNH’s care narrative, though the direct stock impact is uncertain. Yahoo Finance article on Guardant Shield coverage
• Negative Sentiment: Some analysts and market watchers are warning that UNH’s sharp run-up could leave the stock vulnerable if earnings disappoint or if chart-based momentum fades after results. Kalkine article on UNH turning the corner

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.