42,490 Shares in UnitedHealth Group Incorporated $UNH Purchased by NewEdge Wealth LLC

NewEdge Wealth LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 42,490 shares of the healthcare conglomerate's stock, valued at approximately $17,660,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the 4th quarter valued at $25,000. Anfield Capital Management LLC lifted its position in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the fourth quarter worth about $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group during the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $29,000. Institutional investors own 87.86% of the company's stock.

Trending Headlines about UnitedHealth Group

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
• Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
• Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
• Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
• Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on UNH shares. Oppenheimer increased their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Weiss Ratings downgraded shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Zacks Research raised shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an "overweight" rating in a research note on Tuesday, July 21st. Finally, Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and upped their target price for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $455.92.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $390.94 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a 50-day moving average of $413.99 and a 200-day moving average of $355.96. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The firm has a market cap of $350.91 billion, a price-to-earnings ratio of 25.16, a price-to-earnings-growth ratio of 1.34 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business's quarterly revenue was up .4% on a year-over-year basis. During the same period in the prior year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer directly owned 16,497 shares of the company's stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.19% of the stock is currently 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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source