238,851 Shares in UnitedHealth Group Incorporated $UNH Acquired by Nykredit A S

Key Points

• Nykredit A/S acquired 238,851 UnitedHealth shares during the second quarter, valued at approximately $99.3 million. Hedge funds and other institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates by $1.44, while revenue reached $112.03 billion. The company maintained 2026 EPS guidance of $19.50–$20.00.
• The stock has a “Moderate Buy” consensus rating with an average analyst price target of $456.56, but IRS tax scrutiny and regulatory uncertainty remain potential risks. UnitedHealth also declared a quarterly dividend of $2.32, representing a 2.3% annualized yield.

Nykredit A S bought a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 238,851 shares of the healthcare conglomerate's stock, valued at approximately $99,274,000.

Several other hedge funds have also recently bought and sold shares of the business. PBCay One RSC Ltd bought a new stake in UnitedHealth Group in the first quarter worth $14,343,000. Lee Johnson Capital Management LLC acquired a new position in UnitedHealth Group during the second quarter valued at approximately $6,180,000. Vaughan David Investments LLC IL lifted its stake in shares of UnitedHealth Group by 2.7% in the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after buying an additional 3,934 shares during the last quarter. Kinsale Capital Group Inc. grew its stake in UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after buying an additional 4,557 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its position in UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock worth $16,241,000 after acquiring an additional 55,695 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.19% 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: UnitedHealthcare plans to eliminate prior-authorization requirements for approximately 1,700 treatments and services, targeting the removal of approval requirements for 30% of healthcare services by year-end. The change could reduce administrative friction for patients and providers while preserving the insurer’s focus on managing medical costs. UnitedHealthcare to drop prior authorization requirements
• Positive Sentiment: Wall Street’s average brokerage recommendation for UnitedHealth remains equivalent to a Buy, indicating that analysts generally view the company’s long-term earnings and business resilience favorably. However, the usefulness of consensus ratings may be limited because sell-side recommendations often skew optimistic. Brokers Suggest Investing in UnitedHealth
• Neutral Sentiment: After gaining 31.8% over the past year, UnitedHealth’s valuation appears neither clearly cheap nor clearly excessive. Investors are weighing the company’s quality and resilience against recent share-price softness and regulatory developments, suggesting that further upside may depend on continued earnings execution. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny
• Negative Sentiment: IRS tax scrutiny introduces regulatory uncertainty and could weigh on investor confidence, even as the stock’s valuation is viewed as reasonable by some analysts. The issue may limit enthusiasm until its potential financial impact becomes clearer. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $399.67 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The stock has a 50-day simple moving average of $412.56 and a 200 day simple moving average of $363.18. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $358.74 billion, a price-to-earnings ratio of 25.72, a P/E/G ratio of 1.49 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same quarter last year, the company posted $4.08 EPS. The company's quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is presently 59.72%.

Analyst Upgrades and Downgrades

Several brokerages have commented on UNH. UBS Group lifted their price target on UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of UnitedHealth Group in a research report on Wednesday. TD Cowen lifted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the stock a "hold" rating in a research report on Tuesday, July 14th. Leerink Partners raised their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an "outperform" rating in a research report on Wednesday, June 17th. Finally, Wells Fargo & Company boosted their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of "Moderate Buy" and an average price target of $456.56.

About UnitedHealth Group

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.

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