Commonwealth Retirement Investments LLC Acquires 5,478 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Commonwealth Retirement Investments LLC increased its UnitedHealth Group stake by 52.2% in the second quarter, adding 5,478 shares to own 15,970 shares valued at approximately $6.64 million.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates by $1.44, while revenue reached $112.03 billion. The company set fiscal 2026 EPS guidance at $19.50–$20.00.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $455.92. UnitedHealth also declared a quarterly dividend of $2.32 per share, representing a 2.3% yield.

Commonwealth Retirement Investments LLC increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 52.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,970 shares of the healthcare conglomerate's stock after purchasing an additional 5,478 shares during the quarter. UnitedHealth Group makes up 1.8% of Commonwealth Retirement Investments LLC's investment portfolio, making the stock its 17th biggest holding. Commonwealth Retirement Investments LLC's holdings in UnitedHealth Group were worth $6,638,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Vaughan David Investments LLC IL raised its holdings in UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after purchasing an additional 3,934 shares during the last quarter. PBCay One RSC Ltd acquired a new stake in shares of UnitedHealth Group during the first quarter worth $14,343,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its holdings in 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 buying an additional 55,695 shares during the period. Vanguard Group Inc. grew its holdings in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after acquiring an additional 995,210 shares during the period. Finally, Generali Investments Management Co LLC lifted its stake in shares of UnitedHealth Group by 80.7% in the 2nd quarter. Generali Investments Management Co LLC now owns 9,024 shares of the healthcare conglomerate's stock valued at $3,751,000 after purchasing an additional 4,030 shares during the period. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Up 0.6%

UNH stock opened at $401.52 on Friday. The stock's 50 day moving average is $415.74 and its 200-day moving average is $352.85. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The firm has a market capitalization of $360.41 billion, a PE ratio of 25.84, a P/E/G ratio of 1.40 and a beta of 0.62. The company has a quick ratio of 0.80, 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 EPS for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during 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 quarterly revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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 issued a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group's payout ratio is 59.72%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. This trade represents a 2.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on UNH shares. JPMorgan Chase & Co. lifted their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an "overweight" rating in a report on Tuesday, July 21st. Mizuho lifted their price objective on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a research note on Monday, July 20th. Oppenheimer increased their target price 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. Bank of America reiterated a "buy" rating on shares of UnitedHealth Group in a report on Monday, July 20th. Finally, HC Wainwright set a $492.00 target price on UnitedHealth Group in a research note on Wednesday, May 27th. 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 company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and a consensus price target of $455.92.

UnitedHealth Group Company 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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