Magnolia Capital Advisors LLC Takes $1.66 Million Position in UnitedHealth Group Incorporated $UNH

Key Points

• Magnolia Capital Advisors acquired 3,982 UnitedHealth Group shares worth approximately $1.66 million during the second quarter. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly earnings of $6.38 per share, exceeding estimates of $4.94, on revenue of $112.03 billion. The company reaffirmed fiscal 2026 earnings guidance of $19.50–$20.00 per share.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $456.56, while UnitedHealth declared a quarterly dividend of $2.32 per share, representing a 2.4% yield.

Magnolia Capital Advisors LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,982 shares of the healthcare conglomerate's stock, valued at approximately $1,655,000.

Other hedge funds also recently modified their holdings of the company. BlackRock Inc. increased its holdings in UnitedHealth Group by 4.6% in the 2nd 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. State Street Corp boosted its position in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares in the last quarter. Capital World Investors lifted its stake 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 worth $7,457,723,000 after purchasing an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD increased its stake in shares of UnitedHealth Group by 3.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock valued at $6,215,660,000 after purchasing an additional 680,077 shares during the last quarter. Finally, Capital International Investors lifted its position 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 worth $6,158,734,000 after buying an additional 1,155,162 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the company'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 value of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group Trading Down 1.6%

UNH opened at $394.57 on Friday. The company's 50 day moving average price is $413.42 and its two-hundred day moving average price is $359.88. The firm has a market capitalization of $354.17 billion, a price-to-earnings ratio of 25.39, a PEG ratio of 1.39 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. 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 (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion for the quarter, compared to analysts' expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. 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 firm posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is 59.72%.

Analysts Set New Price Targets

Several brokerages have commented on UNH. Wells Fargo & Company boosted their target price on UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a research note on Monday, July 13th. Mizuho lifted their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a report on Monday, July 20th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Oppenheimer upped their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a report on Friday, July 17th. Finally, Barclays raised their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the company an "overweight" rating in a report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $456.56.

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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