MBM Wealth Consultants LLC Grows Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

03 Jul 2025, 13:24 by Doug Wharley · The Cerbat Gem

MBM Wealth Consultants LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.9% during the 1st quarter, Holdings Channel reports. The firm owned 2,926 shares of the healthcare conglomerate’s stock after purchasing an additional 54 shares during the quarter. MBM Wealth Consultants LLC’s holdings in UnitedHealth Group were worth $1,532,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. Citizens National Bank Trust Department raised its position in shares of UnitedHealth Group by 1.0% in the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate’s stock valued at $9,368,000 after buying an additional 170 shares during the last quarter. Fort Washington Investment Advisors Inc. OH boosted its stake in UnitedHealth Group by 0.3% in the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate’s stock worth $277,641,000 after buying an additional 1,465 shares during the last quarter. Sherbrooke Park Advisers LLC purchased a new position in shares of UnitedHealth Group during the 4th quarter worth about $515,000. Full Sail Capital LLC increased its holdings in shares of UnitedHealth Group by 2.1% during the 4th quarter. Full Sail Capital LLC now owns 1,612 shares of the healthcare conglomerate’s stock worth $815,000 after buying an additional 33 shares during the last quarter. Finally, Soros Fund Management LLC purchased a new position in shares of UnitedHealth Group in the 4th quarter worth about $39,413,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other UnitedHealth Group news, Director Timothy Patrick Flynn bought 1,533 shares of the firm’s stock in a transaction dated Wednesday, May 14th. The stock was bought at an average cost of $320.80 per share, with a total value of $491,786.40. Following the completion of the transaction, the director directly owned 6,033 shares in the company, valued at approximately $1,935,386.40. The trade was a 34.07% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO John F. Rex bought 17,175 shares of the firm’s stock in a transaction dated Friday, May 16th. The shares were acquired at an average cost of $291.12 per share, with a total value of $4,999,986.00. Following the completion of the transaction, the chief financial officer owned 203,796 shares in the company, valued at approximately $59,329,091.52. The trade was a 9.20% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders acquired a total of 109,408 shares of company stock valued at $31,607,768 over the last ninety days. 0.28% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on UNH shares. Argus downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Monday, April 21st. Piper Sandler decreased their price objective on shares of UnitedHealth Group from $552.00 to $353.00 and set an “overweight” rating for the company in a research report on Tuesday, June 3rd. Raymond James Financial cut UnitedHealth Group from a “strong-buy” rating to a “market perform” rating in a research note on Wednesday, May 14th. Wells Fargo & Company reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Friday, June 6th. Finally, Deutsche Bank Aktiengesellschaft decreased their price objective on UnitedHealth Group from $521.00 to $362.00 and set a “buy” rating for the company in a report on Wednesday, May 14th. One research analyst has rated the stock with a sell rating, nine have given a hold rating and sixteen have assigned a buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $415.57.

Get Our Latest Report on UnitedHealth Group

UnitedHealth Group Stock Down 5.7%

Shares of UnitedHealth Group stock opened at $307.69 on Thursday. The business has a 50-day moving average of $329.50 and a two-hundred day moving average of $450.21. UnitedHealth Group Incorporated has a 1 year low of $248.88 and a 1 year high of $630.73. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.85 and a quick ratio of 0.85. The company has a market capitalization of $279.12 billion, a P/E ratio of 12.88, a price-to-earnings-growth ratio of 1.55 and a beta of 0.45.

UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Thursday, April 17th. The healthcare conglomerate reported $7.20 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.29 by ($0.09). UnitedHealth Group had a net margin of 5.39% and a return on equity of 26.29%. The firm had revenue of $109.58 billion during the quarter, compared to analyst estimates of $111.56 billion. During the same period in the prior year, the business posted $6.91 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 24th. Investors of record on Monday, June 16th were paid a $2.21 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.10. This represents a $8.84 annualized dividend and a dividend yield of 2.87%. The ex-dividend date was Monday, June 16th. UnitedHealth Group’s payout ratio is 37.02%.

UnitedHealth Group Profile

(Free Report)

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older addressing their needs; Medicaid plans, children's health insurance and health care programs; and health and dental benefits, and hospital and clinical services, as well as health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.