EFG International AG Makes New Investment in UnitedHealth Group Incorporated $UNH

EFG International AG purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 15,036 shares of the healthcare conglomerate's stock, valued at approximately $6,248,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Primecap Management Co. CA purchased a new stake in shares of UnitedHealth Group during the second quarter worth $59,901,000. Palisade Capital Management LP purchased a new position in shares of UnitedHealth Group in the second quarter valued at $346,000. Cooper Haims Advisors LLC purchased a new stake in UnitedHealth Group during the 2nd quarter worth about $301,000. Canada Pension Plan Investment Board purchased a new position in UnitedHealth Group during the 2nd quarter valued at about $971,757,000. Finally, Parkman Healthcare Partners LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth about $23,242,000. Institutional investors own 87.86% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on UNH. UBS Group upped their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a report on Friday, July 17th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Bank of America restated a "buy" rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Finally, Zacks Research upgraded UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and a consensus price target of $456.56.

UnitedHealth Group Stock Up 1.1%

Shares of NYSE UNH opened at $400.83 on Thursday. The stock has a market capitalization of $359.78 billion, a P/E ratio of 25.79, a PEG ratio of 1.37 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The firm's 50 day simple moving average is $413.54 and its two-hundred day simple moving average is $359.04.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating the consensus estimate of $4.94 by $1.44. The company 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 firm's quarterly revenue 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. As a group, analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is 59.72%.

More UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the firm's stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is owned by corporate insiders.

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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