EFG International AG bought a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 15,036 shares of the healthcare conglomerate’s stock, valued at approximately $6,248,000.
A number of other large investors have also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC lifted its position in 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 buying an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group in the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group during the fourth quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors.
Analyst Ratings Changes
A number of equities analysts have weighed in on UNH shares. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Wells Fargo & Company raised their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. UBS Group boosted their target price on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, July 17th. TD Cowen raised their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Finally, Leerink Partners upped their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $456.56.
UnitedHealth Group Stock Performance
UNH stock opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The stock’s fifty day moving average price is $413.54 and its 200-day moving average price is $359.04. 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 cap of $359.78 billion, a P/E ratio of 25.79, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62.
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 (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the business posted $4.08 earnings per share. The firm’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.
UnitedHealth Group Dividend Announcement
The company also recently announced 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 2.3%. UnitedHealth Group’s payout ratio is 59.72%.
Insiders Place Their Bets
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.19% of the company’s stock.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
- Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
- Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
- Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
- Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
- Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing
UnitedHealth Group 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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