Commerce Bank Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• Commerce Bank purchased 124,329 UnitedHealth Group shares during the second quarter, valued at approximately $51.7 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth exceeded quarterly expectations, reporting $6.38 in EPS versus the $4.94 consensus and $112.03 billion in revenue. The company reaffirmed fiscal 2026 EPS guidance of $19.50–$20.00.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $455.92, while UnitedHealth declared a quarterly dividend of $2.32 per share, yielding about 2.3% annually.

Commerce Bank purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 124,329 shares of the healthcare conglomerate's stock, valued at approximately $51,675,000.

A number of other institutional investors have also bought and sold shares of the company. LFG Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 3.3% in the 2nd quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock valued at $355,000 after acquiring an additional 27 shares in the last quarter. Synergy Financial Group LTD lifted its holdings in shares of UnitedHealth Group by 3.1% in the second quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock valued at $369,000 after purchasing an additional 27 shares in the last quarter. Ares Financial Consulting LLC grew its position in UnitedHealth Group by 7.2% in the 2nd quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after purchasing an additional 28 shares in the last quarter. Rockland Trust Co. grew its stake in UnitedHealth Group by 1.1% in the 2nd quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate's stock valued at $1,076,000 after purchasing an additional 29 shares during the period. Finally, Matrix Trust Co increased its stake in shares of UnitedHealth Group by 24.8% during the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate's stock worth $61,000 after purchasing an additional 29 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Up 2.3%

Shares of NYSE UNH opened at $398.89 on Tuesday. The firm's fifty day moving average is $413.74 and its 200 day moving average is $357.26. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $358.04 billion, a price-to-earnings ratio of 25.67, a PEG ratio of 1.35 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company's revenue was up .4% on a year-over-year basis. During the same quarter last year, the firm earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a dividend of $2.32 per share. 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 2.3%. UnitedHealth Group's dividend payout ratio is presently 59.72%.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 500 shares of the business'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 transaction of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares of the company's stock, valued at approximately $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.19% of the company's stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on UNH. Truist Financial lifted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. KeyCorp increased their target price on UnitedHealth Group from $400.00 to $475.00 and gave the company an "overweight" rating in a research note on Tuesday, July 14th. Wells Fargo & Company upped their price objective on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a research note on Monday, July 13th. Wall Street Zen upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, Zacks Research upgraded shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $455.92.

UnitedHealth Group 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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