Griffin Asset Management Inc. Sells 2,378 Shares of UnitedHealth Group Incorporated $UNH

Griffin Asset Management Inc. cut its position in UnitedHealth Group Incorporated (NYSE:UNH) by 26.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 6,703 shares of the healthcare conglomerate’s stock after selling 2,378 shares during the quarter. Griffin Asset Management Inc.’s holdings in UnitedHealth Group were worth $1,814,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in UNH. Brighton Jones LLC grew its holdings in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC increased its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group during the 2nd quarter valued at $340,000. Flow Traders U.S. LLC acquired a new stake in UnitedHealth Group in the 2nd quarter worth $356,000. Finally, Jump Financial LLC acquired a new position in shares of UnitedHealth Group during the second quarter valued at about $377,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In related 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 completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, 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 SEC, which is available through the SEC website. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 1.2%

Shares of UNH stock opened at $430.88 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $391.30 billion, a P/E ratio of 32.54, a P/E/G ratio of 1.71 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $434.30. The firm has a 50-day moving average price of $398.30 and a 200 day moving average price of $338.28.

UnitedHealth Group (NYSE:UNH) last posted 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 company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the business posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

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

UnitedHealth Group News Roundup

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 reiterated an outperform rating, signaling continued upside potential for the stock. Benzinga
• Positive Sentiment: Healthcare stocks are broadly rallying, and UnitedHealth was highlighted as a leader in the sector’s move higher, which is helping sentiment across managed care names. UnitedHealth Leads Healthcare Rally
• Positive Sentiment: UnitedHealthcare launched a new Lifestyle Spending Account benefit, adding another consumer-facing product that could support growth and deepen employer relationships. UnitedHealthcare Launches New Spending Account Benefit
• Neutral Sentiment: UnitedHealth is preparing to report quarterly earnings soon, keeping attention on its fundamentals and guidance for the coming year. UnitedHealth Group (UNH) to Post Quarterly Earnings on Thursday
• Neutral Sentiment: Reports also noted UnitedHealth’s planned $1.5 billion AI investment for 2026, which could improve efficiency and growth but may take time to show results. UNH’s $1.5B AI Push: Can It Deliver More Than Cost Savings?
• Negative Sentiment: Some commentary cautioned investors against buying UNH too aggressively, suggesting the stock may not be the best healthcare opportunity despite the industry’s strength. Don’t Buy UnitedHealth Group (UNH) Stock Before Reading This

Analysts Set New Price Targets

Several brokerages recently issued reports on UNH. Bank of America boosted their price target on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. UBS Group lifted their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Barclays raised their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $400.00 to $463.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $417.38.

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.