Mitsubishi UFJ Trust & Banking Corp Sells 38,764 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Mitsubishi UFJ Trust & Banking reduced its UnitedHealth stake by 7.1%, selling 38,764 shares and retaining 506,486 shares worth approximately $210.5 million. Institutional investors own 87.86% of the company.
• Analysts remain broadly positive, with UnitedHealth carrying a consensus “Moderate Buy” rating and an average price target of $455.92; UBS raised its target to $490.
• UnitedHealth exceeded quarterly earnings expectations with $6.38 in EPS and $112.03 billion in revenue, while declaring a quarterly dividend of $2.32, equivalent to a 2.4% annual yield.

Mitsubishi UFJ Trust & Banking Corp lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 506,486 shares of the healthcare conglomerate's stock after selling 38,764 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned 0.06% of UnitedHealth Group worth $210,511,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group in the 4th quarter worth about $25,000. Anfield Capital Management LLC boosted its position in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth approximately $27,000. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group during the 4th quarter worth approximately $29,000. 87.86% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. UBS Group lifted their price target on UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a report on Friday, July 17th. Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Wall Street Zen raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $455.92.

Insider Activity at UnitedHealth Group

In related 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 in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $394.16 on Wednesday. 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. The firm has a market cap of $353.80 billion, a price-to-earnings ratio of 25.36, a PEG ratio of 1.40 and a beta of 0.62. The stock has a 50-day moving average price of $415.15 and a 200 day moving average price of $354.35.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly 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 company had revenue of $112.03 billion during the quarter, compared to analysts' expectations of $110.81 billion. During the same quarter in the previous year, the company earned $4.08 EPS. UnitedHealth Group'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. Research analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid 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 dividend payout ratio is 59.72%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Wall Street analysts remain broadly optimistic on UnitedHealth (UNH), with the average brokerage recommendation indicating a favorable view. However, analyst ratings can be subject to overly positive bias. Wall Street Bulls Look Optimistic About UnitedHealth
• Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and potentially supporting investor confidence while the company faces broader governance scrutiny. UnitedHealth Authorizes Dividend Amid Governance Lawsuit
• Neutral Sentiment: The reported guilty plea by Luigi Mangione in the federal case involving the killing of former UnitedHealthcare CEO Brian Thompson could provide additional legal clarity, but the direct effect on UnitedHealth’s operations and valuation appears limited. Luigi Mangione Reportedly Set to Plead Guilty
• Neutral Sentiment: An analysis argues that much of UnitedHealth’s expected margin recovery may already be reflected in the stock, making future revenue and membership growth important tests for further upside. UnitedHealth Margin Recovery Is Priced In
• Negative Sentiment: A shareholder lawsuit alleges that UnitedHealth executives ignored governance and cybersecurity weaknesses, discontinued an internal Medicare billing audit and failed to address risks preceding the Change Healthcare cyberattack. The allegations could increase litigation, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
• Negative Sentiment: A related derivative suit reportedly says patients won about 90% of appeals against coverage denials generated by an artificial-intelligence system and alleges executives knew about the issue. If substantiated, the claims could bring additional compliance costs, damages and scrutiny. UNH Patients Win 90 Percent of AI Denial Appeals

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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