UnitedHealth Group Incorporated $UNH Shares Bought by Rakuten Investment Management Inc.

Key Points

• Rakuten Investment Management increased its UnitedHealth Group stake by 10.5% in the second quarter, adding 14,074 shares to own 148,509 shares valued at approximately $62.3 million. Institutional investors and hedge funds collectively own 87.86% of UNH.
• Analyst sentiment remains favorable, with UnitedHealth receiving a consensus “Moderate Buy” rating and an average price target of $456.56. Several firms recently raised their price targets, including RBC to $478 and BMO Capital Markets to $512.
• UnitedHealth exceeded quarterly earnings expectations, reporting $6.38 in EPS versus the $4.94 consensus and $112.03 billion in revenue. The company also declared a quarterly dividend of $2.32 per share, representing a 2.4% annualized yield.

Rakuten Investment Management Inc. raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 10.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 148,509 shares of the healthcare conglomerate's stock after acquiring an additional 14,074 shares during the quarter. Rakuten Investment Management Inc.'s holdings in UnitedHealth Group were worth $62,347,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC increased its holdings 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. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth about $27,000. Lifetime Wealth Management P.C. purchased a new stake in UnitedHealth Group during the 4th quarter valued at approximately $29,000. Finally, Wilkerson Advisory Group LLC purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth approximately $30,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Buying and Selling

In other UnitedHealth Group 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 transaction of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company's stock.

Analyst Ratings Changes

UNH has been the subject of a number of analyst reports. Barclays upped their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a research report on Monday, July 20th. Wall Street Zen raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a report on Friday, July 17th. BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and lifted their price target for the company from $287.00 to $453.00 in a research note on Thursday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $456.56.

UnitedHealth Group Stock Performance

NYSE UNH opened at $393.99 on Friday. The business has a 50 day moving average price of $413.28 and a 200 day moving average price of $360.11. 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 capitalization of $353.64 billion, a P/E ratio of 25.35, a PEG ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts' consensus estimates 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 analysts' expectations of $110.81 billion. During the same quarter last year, the business posted $4.08 earnings per share. The business'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. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given 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 is Monday, September 14th. UnitedHealth Group's payout ratio is currently 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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