Jennison Associates LLC Has $335.32 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Jennison Associates increased its UnitedHealth Group stake by 22.6% in the second quarter, owning 806,788 shares valued at approximately $335.3 million. Institutional investors collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, while revenue reached $112.03 billion. The company provided fiscal 2026 EPS guidance of $19.50–$20.00 and analysts project $19.69.
• UNH announced a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a 2.3% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $455.92.

Jennison Associates LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 22.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 806,788 shares of the healthcare conglomerate's stock after acquiring an additional 148,732 shares during the period. Jennison Associates LLC owned 0.09% of UnitedHealth Group worth $335,325,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of UNH. Vanguard Group Inc. increased its position in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock valued at $14,931,592,000 after buying an additional 1,119,834 shares in the last quarter. Capital World Investors raised its position in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock valued at $7,457,723,000 after acquiring an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD grew its position in UnitedHealth Group by 3.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock worth $6,215,660,000 after acquiring an additional 680,077 shares in the last quarter. Finally, Capital International Investors raised its holdings in shares of UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Trading Up 0.6%

UnitedHealth Group stock opened at $401.52 on Friday. The business's 50-day simple moving average is $415.74 and its 200-day simple moving average is $352.85. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm has a market capitalization of $360.40 billion, a PE ratio of 25.84, a PEG ratio of 1.39 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78.

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 (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 firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter last year, the firm posted $4.08 EPS. The company's revenue was up .4% on a year-over-year basis. 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 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business 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 dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio is presently 59.72%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the firm's stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 16,497 shares in the company, valued at approximately $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 can be accessed through the SEC website. 0.19% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Leerink Partners increased their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an "outperform" rating in a research report on Wednesday, June 17th. Truist Financial upped their price target on UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research note on Tuesday, July 14th. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Zacks Research raised UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Finally, UBS Group lifted their price target on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a research report on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $455.92.

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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