Ascent Group LLC Has $8.13 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Ascent Group LLC increased its UnitedHealth Group stake by 16.4% in the second quarter, owning 19,555 shares valued at approximately $8.13 million. Institutional investors and hedge funds collectively own 87.86% of UNH shares.
• UnitedHealth reported quarterly earnings of $6.38 per share, surpassing the $4.94 consensus estimate, while revenue reached $112.03 billion. The company reaffirmed fiscal 2026 earnings guidance of $19.50–$20.00 per share.
• The company declared a quarterly dividend of $2.32 per share, equivalent to an annualized $9.28 and a 2.3% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $455.92.

Ascent Group LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 16.4% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,555 shares of the healthcare conglomerate's stock after buying an additional 2,750 shares during the period. Ascent Group LLC's holdings in UnitedHealth Group were worth $8,127,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Vaughan David Investments LLC IL increased its position in shares of UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after acquiring an additional 3,934 shares in the last quarter. PBCay One RSC Ltd acquired a new position in UnitedHealth Group during the 1st quarter valued at about $14,343,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its stake in shares of UnitedHealth Group by 1,287.2% in the first 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 purchasing an additional 55,695 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after buying an additional 995,210 shares during the last quarter. Finally, Generali Investments Management Co LLC raised its position in UnitedHealth Group by 80.7% in the second quarter. Generali Investments Management Co LLC now owns 9,024 shares of the healthcare conglomerate's stock worth $3,751,000 after acquiring an additional 4,030 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group 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 completion of the transaction, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.19% of the company's stock.

UnitedHealth Group Stock Up 0.6%

NYSE UNH opened at $401.52 on Friday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The stock has a market capitalization of $360.41 billion, a PE ratio of 25.84, a PEG ratio of 1.40 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The business's 50-day moving average is $415.74 and its 200 day moving average is $352.85.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders 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 dividend yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's payout ratio is 59.72%.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on UNH shares. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 21st. KeyCorp raised their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an "overweight" rating in a research report on Tuesday, July 14th. Weiss Ratings lowered UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a research note on Tuesday, July 28th. Leerink Partners upped their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an "outperform" rating in a research note on Wednesday, June 17th. Finally, HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price 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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