Bowie Capital Management LLC Makes New $91.96 Million Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Bowie Capital Management acquired 221,244 UnitedHealth shares worth approximately $91.96 million, making UNH 3.9% of the fund’s portfolio and its 10th-largest holding.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $455.92. UnitedHealth also exceeded quarterly earnings expectations, reporting $6.38 in EPS versus the $4.94 consensus.
• The company declared a quarterly dividend of $2.32, equivalent to $9.28 annually and a 2.4% yield, though rising healthcare costs and a CEO share sale represent potential investor concerns.

Bowie Capital Management LLC acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 221,244 shares of the healthcare conglomerate's stock, valued at approximately $91,956,000. UnitedHealth Group makes up 3.9% of Bowie Capital Management LLC's holdings, making the stock its 10th biggest holding.

A number of other institutional investors have also recently added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $25,000. Anfield Capital Management LLC raised its position in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new stake in UnitedHealth Group in the 4th quarter worth about $27,000. Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $29,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on UNH shares. UBS Group raised their price objective on UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a report on Friday, July 17th. Wells Fargo & Company increased their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a research report on Monday, July 13th. Cantor Fitzgerald restated an "overweight" rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Zacks Research upgraded shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. Finally, Leerink Partners boosted their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an "outperform" rating in a report on Wednesday, June 17th. Two research 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 company. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus target price of $455.92.

UnitedHealth Group Price Performance

NYSE:UNH opened at $390.94 on Monday. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The stock's fifty day moving average is $413.99 and its two-hundred day moving average is $356.45. The company has a market capitalization of $350.90 billion, a P/E ratio of 25.16, a P/E/G ratio of 1.35 and a beta of 0.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share 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 business had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same period in the prior year, the business posted $4.08 EPS. The company's revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group News Roundup

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

Insider Buying and Selling

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 value of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares of the company's stock, valued at approximately $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 link. 0.19% of the stock is owned by company insiders.

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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