Commerzbank Aktiengesellschaft FI reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 66.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 33,870 shares of the healthcare conglomerate's stock after selling 65,738 shares during the quarter. Commerzbank Aktiengesellschaft FI's holdings in UnitedHealth Group were worth $14,077,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $4,376,167,000. T. Rowe Price Investment Management Inc. raised its stake in UnitedHealth Group by 141.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate's stock worth $1,356,432,000 after acquiring an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. boosted its stake in shares of UnitedHealth Group by 864.4% in the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate's stock valued at $833,099,000 after purchasing an additional 2,262,006 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the last quarter. Finally, Hsbc Holdings PLC lifted its holdings in UnitedHealth Group by 87.5% during the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate's stock valued at $1,294,367,000 after purchasing an additional 1,826,948 shares during the last quarter. 87.86% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of brokerages have weighed in on UNH. Zacks Research raised shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. Cantor Fitzgerald restated an "overweight" rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Oppenheimer lifted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Robert W. Baird raised shares of UnitedHealth Group from an "underperform" rating to a "neutral" rating and lifted their price target for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $455.92.
Read Our Latest Research Report on UNH
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the business's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares of the company's stock, valued at $6,763,770. The trade was a 2.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.19% of the stock is owned by company insiders.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
- Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
- Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
- Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit
UnitedHealth Group Stock Performance
UNH opened at $384.60 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The company has a market capitalization of $345.21 billion, a price-to-earnings ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. The business's 50-day moving average price is $414.33 and its two-hundred day moving average price is $355.71. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62.
UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results 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 business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group's revenue for the quarter was up .4% compared to the same quarter last year. 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. Equities analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.
UnitedHealth Group Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given 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 (DPR) is 59.72%.
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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