UnitedHealth Group Incorporated $UNH Shares Bought by 71 West Capital Partners

Key Points

• 71 West Capital Partners increased its UnitedHealth Group stake by 7.2% in the second quarter, purchasing 3,450 additional shares. The fund held 51,511 shares valued at approximately $21.4 million at the end of the reporting period.
• UnitedHealth reported quarterly EPS of $6.38, surpassing analysts’ $4.94 estimate, while revenue reached $112.03 billion. The company maintained 2026 EPS guidance of $19.50–$20.00 and declared a quarterly dividend of $2.32 per share.
• Analysts retain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $455.92. Shares opened at $401.52, while CEO Patrick Hugh Conway sold 500 shares worth $205,000.

71 West Capital Partners lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 51,511 shares of the healthcare conglomerate's stock after buying an additional 3,450 shares during the period. UnitedHealth Group makes up about 0.7% of 71 West Capital Partners' holdings, making the stock its 26th biggest holding. 71 West Capital Partners' holdings in UnitedHealth Group were worth $21,410,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth about $25,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Nalls Sherbakoff Group LLC purchased a new position in UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in shares of UnitedHealth Group in the fourth quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company'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 sale, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.19% of the company's stock.

UnitedHealth Group Stock Down 0.1%

UNH opened at $401.52 on Monday. The stock has a market cap of $360.40 billion, a P/E ratio of 25.84, a P/E/G ratio of 1.40 and a beta of 0.62. The stock's 50 day moving average price is $415.74 and its 200 day moving average price is $352.85. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.94 by $1.44. The firm 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%. UnitedHealth Group's revenue was up .4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared 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 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's dividend payout ratio (DPR) is presently 59.72%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Barclays lifted their price target on UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a research note on Monday, July 20th. Morgan Stanley increased their target price on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a report on Friday, July 17th. KeyCorp lifted their price target on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an "overweight" rating in a report on Tuesday, July 14th. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $455.92.

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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