UnitedHealth Group Incorporated $UNH Holdings Boosted by Simplicity Wealth LLC

Key Points

• Simplicity Wealth LLC increased its UnitedHealth stake by 156.7% in the second quarter, bringing its holdings to 31,667 shares valued at approximately $13.2 million. Institutional investors and hedge funds collectively own 87.86% of the company.
• Analysts remain broadly bullish: multiple firms raised their price targets, and UnitedHealth has a consensus “Moderate Buy” rating with an average target of $455.92.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, and declared a quarterly dividend of $2.32 per share, equivalent to a 2.4% annual yield. CEO Patrick Hugh Conway separately sold 500 shares for $205,000.

Simplicity Wealth LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 156.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,667 shares of the healthcare conglomerate's stock after purchasing an additional 19,330 shares during the period. Simplicity Wealth LLC's holdings in UnitedHealth Group were worth $13,162,000 as of its most recent SEC filing.

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

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on UNH. Wells Fargo & Company lifted their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a research report on Monday, July 13th. Barclays lifted their price target on UnitedHealth Group from $429.00 to $441.00 and gave the company an "overweight" rating in a report on Monday, July 20th. Bank of America restated a "buy" rating on shares of UnitedHealth Group in a report on Monday, July 20th. Mizuho lifted 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. Finally, UBS Group increased 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. Two equities 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's stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $455.92.

More UnitedHealth Group News

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
• Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
• Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the firm's stock in a transaction 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 transaction, the chief executive officer directly owned 16,497 shares of the company's stock, valued at $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.19% of the company's stock.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $388.03 on Thursday. The firm has a fifty day moving average price of $414.75 and a two-hundred day moving average price of $355.03. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. 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 company has a market cap of $348.29 billion, a PE ratio of 24.97, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced 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. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the business earned $4.08 earnings per share. The firm's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend 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 presently 59.72%.

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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