Portfolio Design Labs LLC Buys Shares of 14,201 UnitedHealth Group Incorporated $UNH

Key Points

• Portfolio Design Labs LLC acquired 14,201 UnitedHealth Group shares worth approximately $5.9 million, making UNH its 21st-largest holding and about 1% of its portfolio. Institutional investors collectively own 87.86% of the stock.
• UnitedHealth reported quarterly EPS of $6.38, beating consensus by $1.44, while revenue reached $112.03 billion. The company maintained fiscal 2026 EPS guidance of $19.50–$20.00 and declared a $2.32 quarterly dividend, representing a 2.4% yield.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $455.92, although rising health-care costs and slower Medicare Advantage membership growth could pressure margins.

Portfolio Design Labs LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 14,201 shares of the healthcare conglomerate's stock, valued at approximately $5,902,000. UnitedHealth Group comprises about 1.0% of Portfolio Design Labs LLC's portfolio, making the stock its 21st biggest position.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hara Capital LLC bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $143,000. Fischer Financial Services Inc. purchased a new stake in shares of UnitedHealth Group during the second quarter worth $1,460,000. SGL Investment Advisors Inc. bought a new position in shares of UnitedHealth Group in the second quarter worth $606,000. Advisors Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $6,929,000. Finally, MJP Associates Inc. ADV purchased a new stake in UnitedHealth Group during the 2nd quarter worth about $1,664,000. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Price Performance

UNH stock opened at $390.94 on Friday. The firm has a 50 day simple moving average of $413.99 and a two-hundred day simple moving average of $355.96. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock has a market cap 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 one year low of $255.96 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (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 company 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 firm posted $4.08 EPS. The firm's revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.81 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

Several equities research analysts have recently weighed in on UNH shares. Mizuho upped their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a research report on Monday, July 20th. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an "outperform" rating in a research note on Friday, July 17th. Wells Fargo & Company raised their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a report on Monday, July 13th. Morgan Stanley upped their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a report on Friday, July 17th. Finally, Wall Street Zen raised 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 issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average target price of $455.92.

Trending Headlines about UnitedHealth Group

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

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company's stock in a transaction that occurred on 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 of the company's stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

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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