PCM Encore LLC Invests $1.75 Million in UnitedHealth Group Incorporated $UNH

Key Points

• PCM Encore LLC bought 4,200 UnitedHealth shares during the second quarter, investing approximately $1.75 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth reported quarterly adjusted EPS of $6.38, exceeding estimates of $4.94, while revenue reached $112.03 billion. Analysts maintain a consensus “Moderate Buy” rating with a $455.92 price target.
• The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a 2.4% yield. However, rising healthcare costs and a CEO share sale present potential concerns for investors.

PCM Encore LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 4,200 shares of the healthcare conglomerate's stock, valued at approximately $1,746,000.

A number of other hedge funds have also recently modified their holdings of UNH. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC lifted its position in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group during the fourth quarter valued at $27,000. Nalls Sherbakoff Group LLC purchased a new position in UnitedHealth Group in the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in UnitedHealth Group in the 4th quarter valued at about $29,000. Institutional investors own 87.86% of the company's stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.19% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on UNH. Wells Fargo & Company raised their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Weiss Ratings cut UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. Finally, Piper Sandler set a $477.00 price objective on shares of UnitedHealth Group in a research note on Thursday, July 16th. Two equities 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. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $455.92.

UnitedHealth Group Trading Up 1.6%

Shares of NYSE:UNH opened at $390.94 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 company has a market capitalization of $350.90 billion, a PE ratio of 25.16, a P/E/G ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The business's fifty day simple moving average is $413.99 and its 200-day simple moving average is $355.96.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 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 business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the company posted $4.08 earnings per share. The firm'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, equities research analysts predict that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared 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. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's payout ratio is currently 59.72%.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
• Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
• Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
• Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
• Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation

About UnitedHealth Group

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source