Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 8.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,563,973 shares of the healthcare conglomerate's stock after acquiring an additional 193,244 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.28% of UnitedHealth Group worth $1,065,665,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Norges Bank purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $4,376,167,000. T. Rowe Price Investment Management Inc. raised its stake in 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 valued at $1,356,432,000 after acquiring an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. grew 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 purchasing an additional 2,262,006 shares during the last quarter. Bank of America Corp DE raised its stake in shares of UnitedHealth Group by 21.8% during the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the last quarter. Finally, Hsbc Holdings PLC grew its position in UnitedHealth Group by 87.5% in the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate's stock valued at $1,294,367,000 after buying an additional 1,826,948 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company's stock in a transaction dated 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 of the company's stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $384.60 on Friday. 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 Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a market capitalization of $345.21 billion, a PE ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. The business has a 50-day moving average of $414.33 and a two-hundred day moving average of $355.71.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the prior year, the company earned $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. As a group, 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 declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio is currently 59.72%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on UNH shares. Robert W. Baird upgraded shares of UnitedHealth Group from an "underperform" rating to a "neutral" rating and raised their target price for the stock from $287.00 to $453.00 in a research note on Thursday, July 16th. Oppenheimer raised their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. HSBC boosted their target price on UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a research report on Monday, July 6th. KeyCorp increased their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 14th. Finally, Bank of America reiterated a "buy" rating on shares of UnitedHealth Group in a report on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target 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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