OneDigital Investment Advisors LLC Purchases 14,028 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• OneDigital Investment Advisors increased its UnitedHealth Group stake by 34.3% in the second quarter, acquiring 14,028 shares and bringing its holdings to 54,979 shares worth approximately $22.85 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth beat quarterly expectations with $6.38 in EPS and $112.03 billion in revenue, while maintaining fiscal 2026 EPS guidance of $19.50–$20.00. The company also declared a quarterly dividend of $2.32, equivalent to a 2.4% annualized yield.
• Analysts maintain a generally positive view, with a consensus “Moderate Buy” rating and an average price target of $455.92, though tax scrutiny and an investor lawsuit related to the Change Healthcare acquisition and cybersecurity breach remain risks.

OneDigital Investment Advisors LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 34.3% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 54,979 shares of the healthcare conglomerate's stock after purchasing an additional 14,028 shares during the period. OneDigital Investment Advisors LLC's holdings in UnitedHealth Group were worth $22,851,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. PBCay One RSC Ltd bought a new position in shares of UnitedHealth Group during the first quarter worth $14,343,000. Vaughan David Investments LLC IL lifted its stake in UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after purchasing an additional 3,934 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its position in shares of UnitedHealth Group by 1,287.2% during the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock valued at $16,241,000 after purchasing an additional 55,695 shares in the last quarter. Kinsale Capital Group Inc. grew its holdings in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after buying an additional 4,557 shares in the last quarter. Finally, Kelleher Financial Advisors raised its holdings in shares of UnitedHealth Group by 135.9% during the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate's stock worth $2,284,000 after acquiring an additional 3,166 shares in the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $384.60 on Friday. 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 market capitalization of $345.21 billion, a price-to-earnings ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. The stock has a fifty day simple moving average of $414.33 and a two-hundred day simple moving average of $355.71. 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 announced 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. The firm had revenue of $112.03 billion during 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%. The company's revenue was up .4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's payout ratio is currently 59.72%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday, April 27th. Wells Fargo & Company boosted their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Truist Financial lifted their price target on UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. KeyCorp lifted their target price on UnitedHealth Group from $400.00 to $475.00 and gave the stock an "overweight" rating in a report on Tuesday, July 14th. Finally, Mizuho raised their price target on UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research 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. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $455.92.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer owned 16,497 shares of the company's stock, valued at $6,763,770. The trade was a 2.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.19% of the company's stock.

More UnitedHealth Group News

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

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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