EP Wealth Advisors LLC Buys New Stake in UnitedHealth Group Incorporated $UNH

EP Wealth Advisors LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 24,815 shares of the healthcare conglomerate's stock, valued at approximately $10,314,000.

Several other hedge funds have also made changes to their positions in the company. PBCay One RSC Ltd purchased a new position in UnitedHealth Group in the first quarter valued at $14,343,000. Vaughan David Investments LLC IL grew its holdings in shares of UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after acquiring an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its holdings in shares of UnitedHealth Group by 1,287.2% during 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 purchasing an additional 55,695 shares during the last quarter. Kinsale Capital Group Inc. raised its holdings in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock worth $16,006,000 after buying an additional 4,557 shares during the period. Finally, Kelleher Financial Advisors lifted its position in shares of UnitedHealth Group by 135.9% in the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate's stock valued at $2,284,000 after acquiring an additional 3,166 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on UNH shares. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Weiss Ratings cut shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Morgan Stanley increased their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a research note on Friday, July 17th. Truist Financial raised their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. Finally, KeyCorp raised their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $455.92.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the business's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the sale, the chief executive officer 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 Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by company insiders.

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

UNH opened at $390.94 on Monday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. 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 stock's 50 day simple moving average is $413.99 and its 200-day simple moving average is $356.45. The stock has a market cap of $350.90 billion, a PE ratio of 25.16, a P/E/G ratio of 1.35 and a beta of 0.62.

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 the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 EPS. The business's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.81 EPS for the current 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 issued 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 dividend yield of 2.4%. UnitedHealth Group's dividend payout ratio is presently 59.72%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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