Northwestern Mutual Wealth Management Co. Raises Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Northwestern Mutual Wealth Management increased its UnitedHealth Group stake by 4.1% in the second quarter, adding 10,790 shares for a total of 272,738 shares valued at approximately $113.4 million. Institutional investors collectively own 87.86% of the company.
• Analysts remain broadly optimistic, with UnitedHealth carrying a consensus rating of “Moderate Buy” and an average price target of $456.56; several firms recently raised their targets to between $475 and $512.
• UnitedHealth beat quarterly earnings expectations, reporting $6.38 in EPS versus the $4.94 consensus estimate, while revenue reached $112.03 billion. The company also declared a quarterly dividend of $2.32 per share, equivalent to a 2.3% annualized yield.

Northwestern Mutual Wealth Management Co. raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 4.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 272,738 shares of the healthcare conglomerate's stock after acquiring an additional 10,790 shares during the quarter. Northwestern Mutual Wealth Management Co.'s holdings in UnitedHealth Group were worth $113,358,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in UNH. BlackRock Inc. lifted its position in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate's stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares during the last quarter. State Street Corp increased its position in shares of UnitedHealth Group by 2.5% during the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares in the last quarter. Capital World Investors boosted its position in shares of UnitedHealth Group by 3.8% in the 4th 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 in the last quarter. Price T Rowe Associates Inc. MD increased its position in UnitedHealth Group by 3.7% during 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 buying an additional 680,077 shares in the last quarter. Finally, Capital International Investors boosted its holdings in UnitedHealth Group by 6.6% in the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock worth $6,158,734,000 after acquiring an additional 1,155,162 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. KeyCorp lifted their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 14th. Truist Financial lifted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research note on Tuesday, July 14th. Royal Bank Of Canada raised their target price on UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. TD Cowen increased their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a report on Tuesday, July 14th. Finally, BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a research report on Tuesday, July 21st. Two 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 company. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $456.56.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the company's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares in the company, valued at approximately $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 accessible through this link. Insiders own 0.19% of the company's stock.

UnitedHealth Group Price Performance

Shares of UNH opened at $396.23 on Wednesday. The company has a market capitalization of $355.65 billion, a P/E ratio of 25.50, a P/E/G ratio of 1.47 and a beta of 0.61. The business's 50-day moving average is $412.68 and its two-hundred day moving average is $362.36. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted 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 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 period last year, the company earned $4.08 earnings per share. UnitedHealth Group's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group Company 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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