88,309 Shares in UnitedHealth Group Incorporated $UNH Purchased by Allworth Financial LP

Allworth Financial LP bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 88,309 shares of the healthcare conglomerate's stock, valued at approximately $36,704,000.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group in the second quarter valued at approximately $340,000. Flow Traders U.S. LLC acquired a new stake in shares of UnitedHealth Group during the second quarter worth $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the 2nd quarter worth $377,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the transaction, 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 SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.

UnitedHealth Group News Summary

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

UnitedHealth Group Price Performance

Shares of UNH opened at $390.94 on Monday. The company's 50-day moving average is $413.99 and its 200-day moving average is $356.45. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The firm has a market capitalization of $350.90 billion, a PE ratio of 25.16, a PEG ratio of 1.35 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same quarter in the previous year, the company posted $4.08 earnings per share. The business's revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. DA Davidson set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Royal Bank Of Canada lifted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a report on Friday, July 17th. Truist Financial lifted their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a research note on Friday, July 17th. Finally, Weiss Ratings lowered UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, July 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of "Moderate Buy" and a consensus price target of $455.92.

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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