UnitedHealth Group Incorporated $UNH Shares Acquired by Fifth Third Bancorp

Key Points

• Fifth Third Bancorp increased its UnitedHealth Group stake by 1.9% in the second quarter, ending with 508,685 shares valued at approximately $211.4 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth reported quarterly earnings of $6.38 per share, beating estimates by $1.44, 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, or $9.28 annually, representing a 2.3% yield. Analysts remain broadly positive, with a “Moderate Buy” consensus rating and an average price target of $455.92, though lawsuits and governance, cybersecurity, and AI-denial concerns pose risks.

Fifth Third Bancorp increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 508,685 shares of the healthcare conglomerate's stock after acquiring an additional 9,656 shares during the quarter. Fifth Third Bancorp owned approximately 0.06% of UnitedHealth Group worth $211,425,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in UNH. Norges Bank acquired a new position in UnitedHealth Group during the 4th quarter valued at approximately $4,376,167,000. T. Rowe Price Investment Management Inc. lifted its stake in UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate's stock valued at $1,356,432,000 after buying an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. boosted its holdings in shares of UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate's stock valued at $833,099,000 after acquiring an additional 2,262,006 shares during the period. Bank of America Corp DE increased its holdings in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate's stock worth $3,169,606,000 after acquiring an additional 2,097,859 shares during the period. Finally, Hsbc Holdings PLC boosted its stake in UnitedHealth Group by 87.5% during the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate's stock valued at $1,294,367,000 after purchasing an additional 1,826,948 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $395.02 on Tuesday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 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 stock has a fifty day moving average price of $415.52 and a two-hundred day moving average price of $353.65. The firm has a market cap of $354.57 billion, a P/E ratio of 25.42, a PEG ratio of 1.40 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 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.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 firm posted $4.08 earnings per share. The company's revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS 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. Investors of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's payout ratio is presently 59.72%.

Analyst Ratings Changes

A number of research firms have recently weighed in on UNH. Zacks Research raised UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. TD Cowen raised their target price on UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a research report on Tuesday, July 14th. Royal Bank Of Canada boosted their price target on UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Erste Group Bank raised UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. Finally, HSBC upped their price objective on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a report on Monday, July 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $455.92.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and signaling confidence in its financial position. However, the announcement comes amid an ongoing governance lawsuit, which may limit its positive impact. UnitedHealth Group Authorizes Dividend Amid Governance Lawsuit
• Positive Sentiment: Wall Street’s average brokerage recommendation remains favorable, suggesting analysts believe UnitedHealth’s valuation and earnings outlook could support the shares. The bullish view is tempered by the tendency of sell-side recommendations to skew optimistic. Wall Street Bulls Look Optimistic About UnitedHealth
• Neutral Sentiment: The expected guilty plea by Luigi Mangione in the federal case involving the killing of UnitedHealthcare CEO Brian Thompson could bring additional clarity to a high-profile event, but it does not materially change UnitedHealth’s operating outlook. Luigi Mangione Reportedly Set to Plead Guilty
• Negative Sentiment: A shareholder lawsuit alleges UnitedHealth misled investors, failed to address governance and cybersecurity weaknesses, and discontinued an internal Medicare billing audit before the Change Healthcare cyberattack. The claims increase potential legal, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
• Negative Sentiment: A derivative lawsuit reportedly says executives knew that patients won roughly 90% of appeals against AI-generated claim denials. The allegation raises concerns about the accuracy of automated utilization management, potential compliance costs and damage to UnitedHealth’s reputation. UNH Patients Win 90% of AI Denial Appeals
• Negative Sentiment: An investor analysis argues that margin recovery is already reflected in UnitedHealth’s valuation, leaving future earnings growth as the next major test. This limits upside if revenue or membership growth disappoints. UnitedHealth Margin Recovery Is Priced In

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 500 shares of the firm's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This trade represents a 2.94% 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 currently owned by corporate 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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

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