Global Retirement Partners LLC Buys Shares of 23,702 UnitedHealth Group Incorporated $UNH

Key Points

• Global Retirement Partners bought 23,702 UnitedHealth Group shares worth approximately $9.85 million during the second quarter. Institutional investors collectively own 87.86% of the company.
• UnitedHealth exceeded quarterly expectations, reporting $6.38 in earnings per share versus the $4.94 consensus estimate and $112.03 billion in revenue. The company maintained fiscal 2026 guidance of $19.50–$20.00 EPS.
• Analyst sentiment remains positive, 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 2.4% yield.

Global Retirement Partners LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 23,702 shares of the healthcare conglomerate's stock, valued at approximately $9,851,000.

Several other large investors have also added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% during 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 purchased a new stake in shares of UnitedHealth Group in the second quarter worth $340,000. Flow Traders U.S. LLC purchased a new position in UnitedHealth Group during the second quarter worth about $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $377,000. Institutional investors own 87.86% of the company's stock.

Insiders Place Their Bets

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

UnitedHealth Group Stock Performance

NYSE UNH opened at $388.03 on Thursday. The firm has a market cap of $348.29 billion, a price-to-earnings ratio of 24.97, a PEG ratio of 1.37 and a beta of 0.62. The company has a 50-day simple moving average of $414.75 and a two-hundred day simple moving average of $355.03. 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 12-month low of $255.96 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. The company 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 revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced 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. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
• Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
• Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization

Analyst Ratings Changes

Several research firms recently weighed in on UNH. Mizuho upped their price objective on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research report on Monday, July 20th. UBS Group increased their price target 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. Barclays upped their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a research report on Monday, July 20th. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Zacks Research upgraded UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Two equities research 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price 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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