KMG Fiduciary Partners LLC Has $3.72 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

KMG Fiduciary Partners LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 55.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,955 shares of the healthcare conglomerate’s stock after selling 11,132 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in UnitedHealth Group were worth $3,722,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $25,000. Anfield Capital Management LLC raised 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 worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $27,000. Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group during the fourth quarter worth about $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Trading Up 0.4%

Shares of UNH stock opened at $408.70 on Tuesday. The stock has a 50-day moving average of $414.66 and a 200-day moving average of $351.47. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66. The stock has a market cap of $371.16 billion, a price-to-earnings ratio of 26.30, a PEG ratio of 1.41 and a beta of 0.62. UnitedHealth Group Incorporated has a 1-year low of $252.14 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared 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 represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on UNH shares. Truist Financial upped their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. HSBC raised their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, UBS Group boosted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $455.92.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by corporate insiders.

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.