Edmond DE Rothschild Holding S.A. Invests $14.28 Million in UnitedHealth Group Incorporated $UNH

Key Points

• Edmond DE Rothschild Holding initiated a $14.28 million position in UnitedHealth Group by purchasing 34,359 shares during the second quarter. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, exceeding estimates of $4.94, while revenue reached $112.03 billion. The company also declared a quarterly dividend of $2.32, equivalent to an annualized yield of approximately 2.4%.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $455.92, although rising health-care costs and medical-cost inflation could pressure margins.

Edmond DE Rothschild Holding S.A. bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 34,359 shares of the healthcare conglomerate's stock, valued at approximately $14,281,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in UNH. Norges Bank purchased a new position in UnitedHealth Group in the fourth quarter worth $4,376,167,000. BlackRock Inc. lifted its stake in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock worth $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its holdings in shares of UnitedHealth Group by 141.9% in the 4th 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 purchasing an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. raised its holdings in shares of UnitedHealth Group by 864.4% during 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 buying an additional 2,262,006 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in UnitedHealth Group by 21.8% in the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after buying an additional 2,097,859 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group News Roundup

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

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $390.94 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $350.90 billion, a price-to-earnings ratio of 25.16, a price-to-earnings-growth ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a 50-day moving average price of $413.99 and a 200-day moving average price of $355.96.

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, beating analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the business earned $4.08 EPS. UnitedHealth Group's revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Dividend Announcement

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 paid 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 presently 59.72%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. Oppenheimer lifted their target price on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Truist Financial raised their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. HSBC boosted their target price on UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a research note on Monday, July 6th. Finally, JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $466.00 to $516.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 21st. Two equities research 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 stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and an average price target of $455.92.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company's stock in a transaction on 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 transaction, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company's stock.

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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