SCS Capital Management LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 30.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,017 shares of the healthcare conglomerate’s stock after selling 1,292 shares during the period. SCS Capital Management LLC’s holdings in UnitedHealth Group were worth $1,254,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $25,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the 4th quarter valued at about $27,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
UNH has been the subject of several research analyst reports. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. KeyCorp lifted their price target on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Barclays upped their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Mizuho boosted their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Finally, Robert W. Baird raised shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and raised their price objective for the stock from $287.00 to $453.00 in a research note on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $455.92.
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
- Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
- Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization
Insider Buying and Selling
In other news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer owned 16,497 shares of the company’s stock, valued at $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by company insiders.
UnitedHealth Group Stock Down 1.5%
UNH stock opened at $388.03 on Thursday. The company has a 50 day moving average of $414.75 and a two-hundred day moving average of $355.03. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a market cap of $348.29 billion, a price-to-earnings ratio of 24.97, a PEG ratio of 1.37 and a beta of 0.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings data 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. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the company posted $4.08 earnings per share. UnitedHealth Group’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. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.
UnitedHealth Group Announces Dividend
The business 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 annualized dividend and a yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is 59.72%.
UnitedHealth Group Company 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.
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