Senator Investment Group LP Grows Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Senator Investment Group increased its UnitedHealth position by 433.4% in the second quarter, adding 151,677 shares for a total holding of 186,677 shares valued at approximately $77.6 million.
• UnitedHealth reported quarterly earnings of $6.38 per share, exceeding estimates of $4.94, while revenue reached $112.03 billion. The company maintained fiscal 2026 EPS guidance of $19.50–$20.00.
• The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a 2.4% yield; analysts give UNH a consensus “Moderate Buy” rating with an average price target of $456.56.

Senator Investment Group LP increased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 433.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 186,677 shares of the healthcare conglomerate's stock after buying an additional 151,677 shares during the period. UnitedHealth Group comprises approximately 2.8% of Senator Investment Group LP's holdings, making the stock its 10th largest position. Senator Investment Group LP's holdings in UnitedHealth Group were worth $77,589,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. PBCay One RSC Ltd acquired a new stake in shares of UnitedHealth Group in the first quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at about $6,180,000. Vaughan David Investments LLC IL boosted its position in UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after acquiring an additional 3,934 shares during the last quarter. Kinsale Capital Group Inc. raised its holdings in UnitedHealth Group by 13.4% in the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after acquiring an additional 4,557 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its position in shares of UnitedHealth Group by 1,287.2% in 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. Institutional investors own 87.86% of the company's stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the firm's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company's stock.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $393.99 on Monday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm's 50 day moving average price is $413.28 and its 200-day moving average price is $360.71. The firm has a market cap of $353.64 billion, a P/E ratio of 25.35, a P/E/G ratio of 1.36 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly 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. The company had revenue of $112.03 billion for the quarter, compared to analysts' expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm's revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.08 earnings per share. 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 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be paid a dividend of $2.32 per share. 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 dividend payout ratio is 59.72%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on UNH. Barclays lifted their price target on UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a report on Monday, July 20th. Truist Financial lifted their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research note on Tuesday, July 14th. Bank of America reissued a "buy" rating on shares of UnitedHealth Group in a research note on Monday, July 20th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Finally, Wells Fargo & Company raised their target price on UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a research note on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $456.56.

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.

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