UnitedHealth Group Incorporated (NYSE:UNH) is Mader & Shannon Wealth Management Inc.'s 7th Largest Position

Market Beat
2025.07.21 11:54
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Mader & Shannon Wealth Management Inc. increased its holdings in UnitedHealth Group (NYSE:UNH) by 12.5% in Q1, making it the 7th largest position in their portfolio, valued at $7.7 million. Other institutional investors also adjusted their stakes in UNH. Insider transactions included purchases by Director Timothy Patrick Flynn and CEO Stephen J. Hemsley. Analysts have mixed ratings on UNH, with a consensus rating of "Moderate Buy" and a price target of $394.43. UNH shares recently opened at $282.45, down 2.0%.

Mader & Shannon Wealth Management Inc. increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.5% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 14,710 shares of the healthcare conglomerate's stock after buying an additional 1,640 shares during the quarter. UnitedHealth Group comprises approximately 4.4% of Mader & Shannon Wealth Management Inc.'s portfolio, making the stock its 7th biggest position. Mader & Shannon Wealth Management Inc.'s holdings in UnitedHealth Group were worth $7,704,000 as of its most recent SEC filing.

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Several other large investors also recently bought and sold shares of UNH. Geode Capital Management LLC grew its stake in shares of UnitedHealth Group by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 19,956,219 shares of the healthcare conglomerate's stock valued at $10,068,869,000 after acquiring an additional 319,515 shares during the period. Capital International Investors boosted its stake in UnitedHealth Group by 6.2% in the 4th quarter. Capital International Investors now owns 15,616,007 shares of the healthcare conglomerate's stock worth $7,899,905,000 after purchasing an additional 906,365 shares during the period. Norges Bank bought a new position in UnitedHealth Group in the 4th quarter worth approximately $6,375,744,000. Northern Trust Corp boosted its stake in UnitedHealth Group by 12.5% in the 4th quarter. Northern Trust Corp now owns 9,503,671 shares of the healthcare conglomerate's stock worth $4,807,527,000 after purchasing an additional 1,058,488 shares during the period. Finally, Franklin Resources Inc. raised its holdings in shares of UnitedHealth Group by 10.7% during the 4th quarter. Franklin Resources Inc. now owns 8,923,770 shares of the healthcare conglomerate's stock worth $4,514,178,000 after acquiring an additional 861,854 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insider Transactions at UnitedHealth Group

In related news, Director Timothy Patrick Flynn acquired 1,533 shares of the stock in a transaction on Wednesday, May 14th. The shares were bought at an average price of $320.80 per share, with a total value of $491,786.40. Following the completion of the purchase, the director owned 6,033 shares of the company's stock, valued at approximately $1,935,386.40. This represents a 34.07% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Stephen J. Hemsley acquired 86,700 shares of the stock in a transaction on Friday, May 16th. The shares were bought at an average cost of $288.57 per share, for a total transaction of $25,019,019.00. Following the purchase, the chief executive officer directly owned 679,493 shares of the company's stock, valued at $196,081,295.01. The trade was a 14.63% increase in their position. The disclosure for this purchase can be found here. Over the last three months, insiders acquired 109,408 shares of company stock valued at $31,607,768. Insiders own 0.28% of the company's stock.

Wall Street Analyst Weigh In

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Several brokerages have recently issued reports on UNH. Raymond James Financial cut UnitedHealth Group from a "strong-buy" rating to a "market perform" rating in a report on Wednesday, May 14th. Hsbc Global Res cut UnitedHealth Group from a "hold" rating to a "moderate sell" rating in a report on Wednesday, May 21st. Royal Bank Of Canada decreased their price target on UnitedHealth Group from $525.00 to $355.00 and set an "outperform" rating on the stock in a report on Friday, May 16th. Oppenheimer decreased their price target on UnitedHealth Group from $600.00 to $400.00 and set an "outperform" rating on the stock in a report on Wednesday, May 14th. Finally, Robert W. Baird lowered UnitedHealth Group from an "outperform" rating to a "neutral" rating and set a $312.00 target price on the stock. in a research note on Wednesday, June 11th. One investment analyst has rated the stock with a sell rating, nine have assigned a hold rating and fifteen have given a buy rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $394.43.

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UnitedHealth Group Stock Down 2.0%

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Shares of UNH stock opened at $282.45 on Monday. The stock has a 50 day moving average of $304.47 and a 200 day moving average of $432.39. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.71. The stock has a market cap of $256.22 billion, a P/E ratio of 11.83, a P/E/G ratio of 1.38 and a beta of 0.45. UnitedHealth Group Incorporated has a twelve month low of $248.88 and a twelve month high of $630.73.

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

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 24th. Stockholders of record on Monday, June 16th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, June 16th. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.10. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.13%. UnitedHealth Group's payout ratio is currently 37.02%.

About UnitedHealth Group

(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.

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