The Manufacturers Life Insurance Company Takes Position in UnitedHealth Group Incorporated $UNH

The Manufacturers Life Insurance Company acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,071,359 shares of the healthcare conglomerate's stock, valued at approximately $860,919,000. UnitedHealth Group makes up about 0.7% of The Manufacturers Life Insurance Company's investment portfolio, making the stock its 25th largest position. The Manufacturers Life Insurance Company owned approximately 0.23% of UnitedHealth Group as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC grew its position in 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 in the last quarter. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group in the second quarter valued at about $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group in the second quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new stake in UnitedHealth Group in the second quarter worth $377,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Trending Headlines about UnitedHealth Group

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

UnitedHealth Group Trading Up 1.1%

UNH opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. 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 firm has a 50-day moving average price of $413.54 and a two-hundred day moving average price of $359.04. The stock has a market capitalization of $359.78 billion, a PE ratio of 25.79, a PEG ratio of 1.37 and a beta of 0.62.

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 the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business's revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

Several research firms recently issued reports on UNH. Royal Bank Of Canada upped their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a report on Friday, July 17th. Mizuho upped their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a research note on Monday, July 20th. HC Wainwright set a $492.00 price target on UnitedHealth Group in a research note on Wednesday, May 27th. Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Finally, HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a "hold" rating in a research note on Monday, July 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $456.56.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the 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 transaction, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is 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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