Pursue Wealth Partners LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,500 shares of the healthcare conglomerate’s stock, valued at approximately $623,000.
Several other hedge funds have also added to or reduced their stakes in the stock. PBCay One RSC Ltd bought a new stake in shares of UnitedHealth Group during the first quarter valued at approximately $14,343,000. Vaughan David Investments LLC IL boosted its stake in UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after purchasing an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its holdings in shares of UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares in the last quarter. Kinsale Capital Group Inc. lifted its holdings in shares of UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after purchasing an additional 4,557 shares in the last quarter. Finally, Kelleher Financial Advisors increased its holdings in UnitedHealth Group by 135.9% in the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after buying an additional 3,166 shares in the last quarter. 87.86% of the stock is owned by institutional investors.
UnitedHealth Group Stock Down 1.0%
Shares of UNH stock opened at $384.60 on Friday. The company has a 50 day simple moving average of $414.33 and a two-hundred day simple moving average of $355.71. The stock has a market cap of $345.21 billion, a P/E ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.
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 paid a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group’s payout ratio is 59.72%.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
- Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
- Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
- Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit
Wall Street Analysts Forecast Growth
Several equities analysts have issued reports on the stock. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research note on Thursday, July 16th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. KeyCorp lifted their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. HSBC increased their price target on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. Finally, Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.
Read Our Latest Research Report on UnitedHealth Group
Insider Buying and Selling
In other UnitedHealth Group 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 transaction 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. The trade was a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.19% of the company’s stock.
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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