Nykredit A S Invests $89.67 Million in UnitedHealth Group Incorporated $UNH

Key Points

• Nykredit A/S acquired 215,736 UnitedHealth Group shares during the second quarter, valued at approximately $89.67 million. Institutional investors collectively own 87.86% of the company, with BlackRock and State Street among the largest holders.
• UnitedHealth reported quarterly earnings of $6.38 per share, beating estimates of $4.94, while revenue reached $112.03 billion. The company set full-year 2026 EPS guidance at $19.50–$20.00.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $456.56. UnitedHealth also declared a quarterly dividend of $2.32 per share, equivalent to an annualized $9.28 dividend and a yield of about 2.5%.

Nykredit A S 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 disclosure with the Securities & Exchange Commission. The institutional investor acquired 215,736 shares of the healthcare conglomerate's stock, valued at approximately $89,666,000.

Other large investors also recently bought and sold shares of the company. BlackRock Inc. raised its holdings 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 acquiring an additional 3,395,530 shares in the last quarter. State Street Corp raised its holdings in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock valued at $14,931,592,000 after purchasing an additional 1,119,834 shares in the last quarter. Capital World Investors increased its holdings in UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock valued at $7,457,723,000 after buying an additional 824,120 shares during the last quarter. Capital International Investors boosted 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 acquiring an additional 1,155,162 shares in the last quarter. Finally, Norges Bank purchased a new stake in UnitedHealth Group during the fourth quarter worth approximately $4,376,167,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the subject of several research analyst reports. Cantor Fitzgerald restated an "overweight" rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Erste Group Bank lowered UnitedHealth Group from a "buy" rating to a "hold" rating in a report on Thursday, August 27th. Weiss Ratings downgraded UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Oppenheimer lifted their price target on UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Finally, BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and seven have given a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $456.56.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s 2026 turnaround is receiving support from its higher full-year adjusted EPS guidance. The company also pays an annualized dividend of $9.28 per share, offering a yield above 2.4%. This Dividend Stock Is Staging a Turnaround in 2026 and Pays More Than 2.4%
• Positive Sentiment: The upcoming quarterly dividend is $2.32 per share, payable September 22 to shareholders of record as of September 14, reinforcing UnitedHealth’s appeal to income-oriented investors. UnitedHealth to Pay Dividends on September 22
• Positive Sentiment: UnitedHealth is highlighted among large-cap healthcare stocks that may appeal in a higher-rate environment because of defensive demand, recurring cash flows, pricing power and dividend support. 3 Health Care Stocks Built For Higher Rates

UnitedHealth Group Stock Down 0.1%

UnitedHealth Group stock opened at $374.87 on Friday. The stock has a market capitalization of $336.48 billion, a price-to-earnings ratio of 24.12, a PEG ratio of 1.41 and a beta of 0.61. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a 50 day moving average of $404.71 and a two-hundred day moving average of $370.93. 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 issued its quarterly earnings results 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. 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 during the quarter, compared to the consensus estimate of $110.81 billion. During the same period last year, the company earned $4.08 earnings per share. The company's revenue for the quarter 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 expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group's dividend payout ratio (DPR) is 59.72%.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.

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