Bank of New York Mellon Corp Purchases 616,723 Shares of UnitedHealth Group Incorporated $UNH

Bank of New York Mellon Corp boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 6.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,704,994 shares of the healthcare conglomerate's stock after buying an additional 616,723 shares during the period. UnitedHealth Group makes up about 0.7% of Bank of New York Mellon Corp's investment portfolio, making the stock its 22nd biggest position. Bank of New York Mellon Corp owned approximately 1.18% of UnitedHealth Group worth $4,449,317,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. LFG Wealth Partners LLC boosted its stake in UnitedHealth Group by 3.3% during the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock worth $355,000 after acquiring an additional 27 shares during the last quarter. Synergy Financial Group LTD increased its holdings in UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock worth $369,000 after purchasing an additional 27 shares in the last quarter. Ares Financial Consulting LLC boosted its position in UnitedHealth Group by 7.2% during the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after acquiring an additional 28 shares during the last quarter. Rockland Trust Co. boosted its holdings in UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate's stock worth $1,076,000 after purchasing an additional 29 shares during the last quarter. Finally, Matrix Trust Co grew its holdings in shares of UnitedHealth Group by 24.8% in the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate's stock valued at $61,000 after acquiring an additional 29 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently commented on UNH shares. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. DA Davidson set a $512.00 price target on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Truist Financial raised their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research note on Tuesday, July 14th. Finally, Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $455.92.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $388.03 on Thursday. 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 Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The company has a market capitalization of $348.29 billion, a P/E ratio of 24.97, a P/E/G ratio of 1.37 and a beta of 0.62. The business has a 50 day moving average of $414.75 and a 200-day moving average of $355.03.

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, beating analysts' consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business's revenue was up .4% on a year-over-year basis. During the same period last year, the company earned $4.08 earnings per share. 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 19.69 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is presently 59.72%.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, 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 transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
• Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
• Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization

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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