Deutsche Bank AG Has $1 Billion Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Deutsche Bank reduced its UnitedHealth stake by 5% in the second quarter, selling 127,872 shares, but still held 2.41 million shares worth approximately $1.0 billion. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, and revenue of $112.03 billion, above expectations. Analysts maintain a “Moderate Buy” consensus with an average price target of $455.92, while the company reiterated 2026 EPS guidance of $19.50–$20.00.
• Tax and legal issues remain risks: the IRS is reviewing UnitedHealth’s use of foreign subsidiaries, while an investor lawsuit alleges governance, cybersecurity and internal-control failures linked to the Change Healthcare acquisition and data breach.

Deutsche Bank AG lowered its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 5.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,407,436 shares of the healthcare conglomerate's stock after selling 127,872 shares during the period. Deutsche Bank AG owned about 0.27% of UnitedHealth Group worth $1,000,603,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group in the second quarter valued at about $356,000. Finally, Jump Financial LLC acquired a new stake in shares of UnitedHealth Group during the second quarter worth approximately $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting UnitedHealth Group

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 stock opened at $384.60 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. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The business's fifty day moving average is $414.33 and its 200-day moving average is $355.71. The company has a market cap of $345.21 billion, a P/E ratio of 24.75, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62.

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, beating analysts' consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm's revenue was up .4% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders 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 dividend yield of 2.4%. UnitedHealth Group's payout ratio is 59.72%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.19% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on UNH shares. Bank of America restated a "buy" rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and increased their target price for the stock from $287.00 to $453.00 in a report on Thursday, July 16th. Leerink Partners lifted their price target on UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a report on Wednesday, June 17th. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a report on Tuesday, July 21st. Finally, Oppenheimer boosted 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. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus 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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