Keebeck Wealth Management Makes New $4.88 Million Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Keebeck Wealth Management initiated a $4.88 million position in UnitedHealth Group during the second quarter, purchasing 11,754 shares. Institutional investors collectively own 87.86% of the company.
• Analysts remain broadly positive, with UnitedHealth receiving a “Moderate Buy” consensus rating and an average price target of $455.92. Several firms recently raised their targets to between $485 and $500.
• UnitedHealth exceeded quarterly expectations, reporting $6.38 in adjusted EPS versus a $4.94 consensus estimate and $112.03 billion in revenue. The company also declared a quarterly dividend of $2.32 per share, although rising health-care costs could pressure future margins.

Keebeck Wealth Management bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 11,754 shares of the healthcare conglomerate's stock, valued at approximately $4,885,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new position in shares of UnitedHealth Group in the 4th quarter worth $4,376,167,000. BlackRock Inc. lifted its stake in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock valued at $31,946,594,000 after buying an additional 3,395,530 shares during the period. T. Rowe Price Investment Management Inc. grew its position in shares of UnitedHealth Group by 141.9% during 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 buying an additional 2,410,128 shares during the period. Cardano Risk Management B.V. increased its stake in shares of UnitedHealth Group by 864.4% in 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 acquiring an additional 2,262,006 shares during the last quarter. Finally, Bank of America Corp DE boosted its stake in UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after acquiring an additional 2,097,859 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have weighed in on UNH shares. Mizuho increased their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a 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. Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and lifted their target price for the stock from $287.00 to $453.00 in a report on Thursday, July 16th. Wells Fargo & Company increased their price target on UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Finally, Oppenheimer lifted their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a report on Friday, July 17th. Two investment 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 stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $455.92.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares of the company's stock, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.19% 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 Price Performance

Shares of UNH opened at $390.94 on Monday. The company has a 50 day moving average of $413.99 and a 200-day moving average of $356.45. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $350.90 billion, a P/E ratio of 25.16, a P/E/G ratio of 1.35 and a beta of 0.62. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping 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 business had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same quarter in the prior year, the company posted $4.08 earnings per share. The firm'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. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.81 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. Investors of record on Monday, September 14th will be given 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 payout ratio is currently 59.72%.

About UnitedHealth Group

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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