Chancellor Financial Group WB LP bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 4,320 shares of the healthcare conglomerate's stock, valued at approximately $1,796,000. UnitedHealth Group accounts for approximately 1.1% of Chancellor Financial Group WB LP's investment portfolio, making the stock its 18th biggest position.
Several other hedge funds and other institutional investors have also made changes to their positions in the stock. PBCay One RSC Ltd purchased a new position in UnitedHealth Group during the 1st quarter worth $14,343,000. Vaughan David Investments LLC IL raised its holdings in shares of UnitedHealth Group by 2.7% in the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after buying an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its holdings 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 valued at $16,241,000 after purchasing an additional 55,695 shares during the period. Kinsale Capital Group Inc. boosted its position in UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after buying an additional 4,557 shares during the last quarter. Finally, Kelleher Financial Advisors boosted its holdings in shares of UnitedHealth Group by 135.9% in the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate's stock valued at $2,284,000 after acquiring an additional 3,166 shares during the last quarter. Institutional investors own 87.86% of the company's stock.
UnitedHealth Group Stock Performance
Shares of UNH stock opened at $390.94 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $350.91 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 1.34 and a beta of 0.62. The stock's 50-day moving average price is $413.99 and its 200 day moving average price is $355.96. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62.
UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm's revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.
UnitedHealth Group Announces Dividend
The firm also recently declared 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 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's dividend payout ratio is currently 59.72%.
Insider Activity
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group 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 in the company, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.19% of the company's stock.
Trending Headlines about UnitedHealth Group
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
Wall Street Analysts Forecast Growth
A number of brokerages recently issued reports on UNH. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. Erste Group Bank raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. 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. Sanford C. Bernstein reiterated an "outperform" rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Barclays boosted their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an "overweight" rating in a report on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $455.92.
Check Out Our Latest Stock Report on UnitedHealth Group
About UnitedHealth Group
(
Free Report)
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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