Primecap Management Co. CA Buys Shares of 144,121 UnitedHealth Group Incorporated $UNH

Key Points

• Primecap Management initiated a position in UnitedHealth Group by purchasing 144,121 shares worth approximately $59.9 million. Institutional investors collectively own 87.86% of the company.
• UnitedHealth exceeded quarterly expectations, reporting $6.38 EPS versus the $4.94 consensus and $112.03 billion in revenue versus $110.81 billion expected. Fiscal 2026 EPS guidance remains $19.50–$20.00.
• The company declared a quarterly dividend of $2.32 per share, equivalent to an annualized $9.28 and a 2.3% yield, while analysts maintain a “Moderate Buy” consensus with an average price target of $456.56.

Primecap Management Co. CA purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 144,121 shares of the healthcare conglomerate's stock, valued at approximately $59,901,000.

A number of other large investors have also recently bought and sold shares of the business. Brighton Jones LLC raised its position in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its stake in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH acquired a new position in shares of UnitedHealth Group during the second quarter valued at $340,000. Flow Traders U.S. LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group during the 2nd quarter valued at about $377,000. Institutional investors own 87.86% of the company's stock.

Insiders Place Their Bets

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

UnitedHealth Group Stock Up 1.1%

NYSE UNH opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a market capitalization of $359.78 billion, a P/E ratio of 25.79, a PEG ratio of 1.37 and a beta of 0.62. The company's 50 day simple moving average is $413.54 and its 200 day simple moving average is $359.04. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the business posted $4.08 earnings per share. The firm's quarterly 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. Equities research analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio (DPR) is 59.72%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Piper Sandler set a $477.00 price target on UnitedHealth Group in a report on Thursday, July 16th. Barclays raised their target price on UnitedHealth Group from $429.00 to $441.00 and gave the company an "overweight" rating in a research report on Monday, July 20th. Royal Bank Of Canada increased their price target on UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Zacks Research upgraded shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. Finally, TD Cowen increased their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a research report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $456.56.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

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.

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