Drucker Wealth 3.0 LLC Sells 1,285 Shares of UnitedHealth Group Incorporated $UNH

Drucker Wealth 3.0 LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 48.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,355 shares of the healthcare conglomerate’s stock after selling 1,285 shares during the period. Drucker Wealth 3.0 LLC’s holdings in UnitedHealth Group were worth $367,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of 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 buying an additional 995,210 shares during the last quarter. State Street Corp raised its position in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares during the last quarter. Capital World Investors grew its position in UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after purchasing an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in UnitedHealth Group by 3.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after buying an additional 680,077 shares during the last quarter. Finally, Capital International Investors grew its holdings in shares of UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after buying an additional 1,155,162 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

UNH has been the subject of a number of recent analyst reports. Barclays boosted their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Leerink Partners boosted their price target on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Truist Financial increased their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Morgan Stanley upped their target price on shares of UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research note on Tuesday. Finally, Bank of America lifted their price target on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $411.42.

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents 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 through this hyperlink. 0.28% of the stock is currently owned by insiders.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing the view that the stock still has upside after a strong recent run. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends that could support results and sentiment heading into the report. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: UNH has continued to attract momentum traders after a sharp rally, with coverage noting a golden cross technical pattern and shares trading near recent highs, which can draw additional buying interest. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced $385,000 in community investments to expand support for older adults, caregivers, people with disabilities, and workforce programs. The move is positive for reputation, but it is unlikely to materially affect near-term earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Neutral Sentiment: Recent articles highlighting UNH as a stock to watch and a potential buy before second-quarter results reflect investor attention ahead of earnings, but they do not add new fundamental information. Should You Buy UnitedHealth Group Stock Before July 16?
• Negative Sentiment: Broader commentary noted that Wall Street has issued downbeat forecasts on some stocks in the healthcare group, which could keep some caution in the market even if UNH-specific sentiment remains constructive. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

UnitedHealth Group Trading Down 0.9%

Shares of NYSE:UNH opened at $415.97 on Wednesday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $427.93. The stock has a market capitalization of $377.76 billion, a price-to-earnings ratio of 31.42, a PEG ratio of 1.69 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock’s 50-day simple moving average is $387.82 and its two-hundred day simple moving average is $333.79.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts expect that UnitedHealth Group Incorporated will post 18.32 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 given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.2%. 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 presently 70.09%.

UnitedHealth Group 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.