Amundi Has $2.10 Billion Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Amundi reduced its UnitedHealth position by 20.7% in the second quarter, selling 1.32 million shares, but still held 5.05 million shares worth approximately $2.10 billion. Institutional investors and hedge funds collectively own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, beating the $4.94 consensus estimate, while revenue reached $112.03 billion. The company set fiscal 2026 EPS guidance at $19.50–$20.00.
• The company declared a quarterly dividend of $2.32 per share, equivalent to an annualized $9.28 payout and a 2.3% yield. Analysts maintain a “Moderate Buy” consensus, with an average price target of $456.56.

Amundi lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 20.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,054,732 shares of the healthcare conglomerate's stock after selling 1,321,466 shares during the quarter. Amundi owned approximately 0.56% of UnitedHealth Group worth $2,100,894,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the fourth quarter worth about $25,000. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $27,000. Lifetime Wealth Management P.C. acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $29,000. Wilkerson Advisory Group LLC acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $30,000. Finally, Aberdeen Wealth Management LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at $31,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $396.79 on Monday. The firm has a 50 day simple moving average of $411.65 and a 200 day simple moving average of $364.66. The company has a market cap of $356.15 billion, a price-to-earnings ratio of 25.53, a PEG ratio of 1.49 and a beta of 0.61. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping 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 company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the prior year, the business earned $4.08 earnings per share. The company's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 0.19% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Earnings and guidance have improved. UnitedHealth recently exceeded quarterly earnings and revenue expectations, raised its 2026 adjusted EPS outlook to $19.50–$20.00, and benefited from better medical-cost trends. Optum’s momentum and a greater focus on profitable businesses are also supporting the turnaround. UnitedHealth’s Earnings Beat And Cost Controls Could Be A Game Changer
• Positive Sentiment: Reducing prior authorizations could improve member and provider relationships. UnitedHealthcare plans to eliminate authorization requirements for roughly 1,700 services, including certain cardiology, laboratory, therapy, orthopedic and home-health procedures, beginning October 1. Less administrative friction could improve customer satisfaction, access to care and long-term retention. UnitedHealth Group To Cut Prior Authorizations For 1,700 Services
• Neutral Sentiment: Healthcare’s defensive characteristics may attract investors. Sector rotation driven by interest rates, oil prices and employment conditions could favor defensive healthcare stocks over higher-growth areas. However, analyst commentary remains mixed on whether UNH is still attractively valued after its roughly 39% six-month recovery.
• Negative Sentiment: Investors are questioning medical-cost discipline. Removing approval barriers may accelerate care and payments, but it could also weaken a key mechanism used to manage utilization and expenses. The market is watching whether faster approvals undermine margins. UnitedHealth Falls as 30% of Approval Barriers Vanish
• Negative Sentiment: Valuation leaves less room for disappointment. After a substantial rebound, UNH trades near $400 per share, leading some analysts to argue that investors have already priced in much of the recovery while margins and certain business challenges still need to improve.

Analyst Upgrades and Downgrades

UNH has been the topic of a number of recent analyst reports. Morgan Stanley raised their price target on UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. JPMorgan Chase & Co. increased their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 21st. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Truist Financial increased their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Finally, Oppenheimer boosted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus target price 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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