Meeder Advisory Services Inc. boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 15.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,597 shares of the healthcare conglomerate’s stock after acquiring an additional 2,484 shares during the quarter. Meeder Advisory Services Inc.’s holdings in UnitedHealth Group were worth $7,729,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also made changes to their positions in UNH. PBCay One RSC Ltd acquired a new position in UnitedHealth Group in the first quarter worth about $14,343,000. Vaughan David Investments LLC IL lifted its holdings 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 worth $49,772,000 after buying an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its position in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after acquiring an additional 55,695 shares in the last quarter. Kinsale Capital Group Inc. boosted its holdings in UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after purchasing an additional 4,557 shares during the period. Finally, Kelleher Financial Advisors raised its holdings in shares of UnitedHealth Group by 135.9% during the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after purchasing an additional 3,166 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity at UnitedHealth Group
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.
Wall Street Analysts Forecast Growth
View Our Latest Stock Analysis on UNH
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
- Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
- Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
- Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
- Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation
UnitedHealth Group Stock Performance
UNH opened at $390.94 on Friday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The stock has a market cap of $350.91 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 1.34 and a beta of 0.62. The business’s 50 day moving average is $413.99 and its 200-day moving average is $355.96. 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 (NYSE:UNH – Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the business earned $4.08 EPS. 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. On average, analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.
UnitedHealth Group Dividend Announcement
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 given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend 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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