Aware Super Pty Ltd as trustee of Aware Super Buys New Holdings in UnitedHealth Group Incorporated $UNH

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The firm acquired 62,333 shares of the healthcare conglomerate's stock, valued at approximately $16,867,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock valued at $30,238,162,000 after buying an additional 995,210 shares in the last quarter. State Street Corp raised its stake in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock valued at $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors boosted its position in UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock worth $7,457,723,000 after purchasing an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD raised its position in UnitedHealth Group by 3.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock valued at $6,215,660,000 after purchasing an additional 680,077 shares during the period. Finally, Capital International Investors lifted its stake in shares of UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Stock Up 1.1%

UNH stock opened at $423.27 on Friday. The company has a market capitalization of $384.39 billion, a P/E ratio of 31.97, a PEG ratio of 1.68 and a beta of 0.62. The firm has a 50 day simple moving average of $403.87 and a 200-day simple moving average of $341.69. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced 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 $4.87 by $1.51. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm's revenue for the quarter was up .4% compared to the same quarter last year. During the same period last year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 18.39 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group's payout ratio is currently 70.09%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.28% of the company's stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth beat Q2 expectations on both earnings and revenue, with EPS of $6.38 versus estimates around $4.87-$4.94 and revenue of $112.03 billion topping forecasts. UnitedHealth Group Inc (UNH) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amidst Cost ...
• Positive Sentiment: The company lifted its 2026 adjusted EPS guidance to $19.50-$20.00, above prior expectations, signaling improved confidence in profitability and operating execution. UnitedHealth raises 2026 forecast as it controls medical costs
• Positive Sentiment: Lower medical costs and stronger performance in Optum helped margins, suggesting UnitedHealth is better controlling expenses than investors feared. UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs
• Positive Sentiment: Several analyst notes turned more constructive after the report, including upgrades and higher price targets, which can add to momentum around the stock. Benzinga analyst update
• Neutral Sentiment: Broader market weakness did not stop the move, indicating UNH’s gains were driven mainly by company-specific results rather than the overall tape. Update: Wall Street Snaps Two-Day Advance as Chip-Related Stocks Slump

Analyst Upgrades and Downgrades

Several brokerages recently commented on UNH. Argus upgraded UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price on the stock in a report on Wednesday, April 22nd. Weiss Ratings upgraded shares of UnitedHealth Group from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, July 10th. Barclays upped their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an "overweight" rating in a research note on Tuesday, May 26th. Truist Financial boosted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a report on Tuesday. Finally, Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and raised their target price for the company from $287.00 to $453.00 in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $438.92.

UnitedHealth Group Company 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.

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