UnitedHealth Group Incorporated $UNH Shares Acquired by HB Wealth Management LLC

Key Points

• HB Wealth Management increased its UnitedHealth Group position by 18.9% in the second quarter, bringing its holdings to 58,523 shares valued at approximately $24.3 million. Institutional investors collectively own 87.86% of UNH.
• Analyst sentiment remains favorable: UBS and Oppenheimer raised their price targets, while MarketBeat reports a consensus “Moderate Buy” rating and an average target of $456.56.
• UnitedHealth exceeded quarterly earnings expectations with EPS of $6.38 versus the $4.94 consensus and reaffirmed 2026 EPS guidance of $19.50–$20.00. The company also declared a quarterly dividend of $2.32 per share, equivalent to a 2.3% annualized yield.

HB Wealth Management LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 18.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 58,523 shares of the healthcare conglomerate's stock after buying an additional 9,295 shares during the quarter. HB Wealth Management LLC's holdings in UnitedHealth Group were worth $24,324,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Nilsine Partners LLC increased its position in UnitedHealth Group by 1.0% during the second quarter. Nilsine Partners LLC now owns 3,511 shares of the healthcare conglomerate's stock worth $1,459,000 after purchasing an additional 34 shares during the last quarter. Saudi Central Bank increased its holdings in shares of UnitedHealth Group by 90.0% during the 2nd quarter. Saudi Central Bank now owns 63,538 shares of the healthcare conglomerate's stock worth $26,408,000 after buying an additional 30,102 shares during the last quarter. Angeles Wealth Management LLC boosted its holdings in UnitedHealth Group by 31.5% in the second quarter. Angeles Wealth Management LLC now owns 4,132 shares of the healthcare conglomerate's stock valued at $1,717,000 after acquiring an additional 990 shares during the last quarter. Azimuth Capital Investment Management LLC grew its position in UnitedHealth Group by 134.3% during the second quarter. Azimuth Capital Investment Management LLC now owns 60,311 shares of the healthcare conglomerate's stock valued at $25,067,000 after acquiring an additional 34,568 shares during the period. Finally, Red Lighthouse Investment Management LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth about $321,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of research analyst reports. UBS Group increased their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. Oppenheimer increased their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Wall Street Zen upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Sanford C. Bernstein reiterated an "outperform" rating on shares of UnitedHealth Group in a report on Wednesday. Finally, Zacks Research raised UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $456.56.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, 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 position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is owned by insiders.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Earnings and guidance have improved. UnitedHealth recently exceeded quarterly earnings and revenue expectations, raised its 2026 adjusted EPS outlook to $19.50–$20.00, and benefited from better medical-cost trends. Optum’s momentum and a greater focus on profitable businesses are also supporting the turnaround. UnitedHealth’s Earnings Beat And Cost Controls Could Be A Game Changer
• Positive Sentiment: Reducing prior authorizations could improve member and provider relationships. UnitedHealthcare plans to eliminate authorization requirements for roughly 1,700 services, including certain cardiology, laboratory, therapy, orthopedic and home-health procedures, beginning October 1. Less administrative friction could improve customer satisfaction, access to care and long-term retention. UnitedHealth Group To Cut Prior Authorizations For 1,700 Services
• Neutral Sentiment: Healthcare’s defensive characteristics may attract investors. Sector rotation driven by interest rates, oil prices and employment conditions could favor defensive healthcare stocks over higher-growth areas. However, analyst commentary remains mixed on whether UNH is still attractively valued after its roughly 39% six-month recovery.
• Negative Sentiment: Investors are questioning medical-cost discipline. Removing approval barriers may accelerate care and payments, but it could also weaken a key mechanism used to manage utilization and expenses. The market is watching whether faster approvals undermine margins. UnitedHealth Falls as 30% of Approval Barriers Vanish
• Negative Sentiment: Valuation leaves less room for disappointment. After a substantial rebound, UNH trades near $400 per share, leading some analysts to argue that investors have already priced in much of the recovery while margins and certain business challenges still need to improve.

UnitedHealth Group Stock Performance

Shares of UNH opened at $396.79 on Friday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. 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 cap of $356.15 billion, a price-to-earnings ratio of 25.53, a PEG ratio of 1.49 and a beta of 0.61. The business's 50 day moving average is $411.65 and its two-hundred day moving average is $364.16.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The business 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 revenue was up .4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

About UnitedHealth Group

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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