Winmill & CO. Inc. Buys Shares of 13,500 UnitedHealth Group Incorporated $UNH

Key Points

• Winmill & CO. Inc. acquired 13,500 UnitedHealth shares in the second quarter, valued at approximately $5.6 million and representing 1.2% of the fund’s holdings. Institutional investors and hedge funds collectively own 87.86% of UNH.
• UnitedHealth reported quarterly EPS of $6.38, beating estimates of $4.94, while revenue reached $112.03 billion. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $456.56.
• The company declared a quarterly dividend of $2.32 per share, equivalent to a 2.3% annualized yield. Key risks include rising commercial insurance medical costs, while CEO Patrick Hugh Conway separately sold about $456,000 in shares.

Winmill & CO. Inc. purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 13,500 shares of the healthcare conglomerate's stock, valued at approximately $5,611,000. UnitedHealth Group accounts for 1.2% of Winmill & CO. Inc.'s holdings, making the stock its 24th largest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Cibc World Market Inc. bought a new stake in shares of UnitedHealth Group in the second quarter worth about $181,940,000. Satovsky Asset Management LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at approximately $386,000. Osbon Capital Management LLC bought a new position in UnitedHealth Group in the second quarter valued at approximately $209,000. OMERS ADMINISTRATION Corp bought a new stake in shares of UnitedHealth Group during the second quarter worth $209,822,000. Finally, Osmosis Investment Management UK Ltd bought a new stake in UnitedHealth Group in the 2nd quarter valued at $12,000,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group 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 completion of the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.19% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have issued reports on UNH shares. DA Davidson set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Royal Bank Of Canada lifted their target price on UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research report on Friday, July 17th. Oppenheimer raised their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research note on Friday, July 17th. Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, July 28th. Finally, Wall Street Zen upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. 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 stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $456.56.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock's Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

UnitedHealth Group Trading Down 0.5%

Shares of UnitedHealth Group stock opened at $396.78 on Wednesday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month 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 business's 50 day moving average is $413.51 and its 200-day moving average is $358.11. The stock has a market cap of $356.14 billion, a P/E ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping 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 for the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the company 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. Equities research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given 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 payout ratio 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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