UnitedHealth Group Incorporated $UNH Holdings Boosted by Meiji Yasuda Life Insurance Co

Key Points

• Institutional investors increased their exposure to UnitedHealth: Meiji Yasuda Life Insurance raised its UNH stake by 68.8% in the second quarter, while institutional investors collectively own 87.86% of the stock.
• UnitedHealth exceeded quarterly earnings expectations: The company reported $6.38 in quarterly EPS versus the $4.94 consensus estimate, with revenue of $112.03 billion. Management provided fiscal 2026 EPS guidance of $19.50–$20.00.
• Analysts remain broadly bullish and the dividend was maintained: UNH has a “Moderate Buy” consensus rating with a $456.56 average price target, and announced a quarterly dividend of $2.32 per share, representing a 2.4% yield.

Meiji Yasuda Life Insurance Co grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 68.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,529 shares of the healthcare conglomerate's stock after purchasing an additional 3,884 shares during the quarter. UnitedHealth Group makes up 0.1% of Meiji Yasuda Life Insurance Co's portfolio, making the stock its 27th largest holding. Meiji Yasuda Life Insurance Co's holdings in UnitedHealth Group were worth $3,961,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in UNH. PBCay One RSC Ltd acquired a new position in UnitedHealth Group during the 1st quarter valued at about $14,343,000. Lee Johnson Capital Management LLC acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $6,180,000. Vaughan David Investments LLC IL increased its position in UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock valued at $49,772,000 after acquiring an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its position in UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock worth $16,241,000 after acquiring an additional 55,695 shares during the period. Finally, Kinsale Capital Group Inc. increased its holdings in shares of UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate's stock valued at $16,006,000 after purchasing an additional 4,557 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Down 0.3%

Shares of UnitedHealth Group stock opened at $393.99 on Friday. The stock's fifty day moving average is $413.28 and its 200-day moving average is $360.11. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $353.64 billion, a PE ratio of 25.35, a price-to-earnings-growth 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business's quarterly revenue was up .4% on a year-over-year basis. 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. Equities analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced 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. 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 59.72%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on UNH. Leerink Partners upped their price objective on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an "outperform" rating in a report on Wednesday, June 17th. UBS Group upped their price target on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Truist Financial raised their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a "buy" rating in a research note on Tuesday, July 14th. DA Davidson set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Mizuho boosted their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the stock an "outperform" rating in a research note on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $456.56.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the firm's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares of the company's stock, valued at $5,977,920. This trade 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 this link. 0.19% of the stock is currently owned by company insiders.

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