VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 154,540 shares of the healthcare conglomerate’s stock, valued at approximately $64,231,000.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted its stake in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group in the second quarter worth approximately $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group during the second quarter worth approximately $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $377,000. 87.86% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.
Wall Street Analyst Weigh In
Check Out Our Latest Research Report on UnitedHealth Group
UnitedHealth Group Stock Performance
UNH stock opened at $396.79 on Monday. The stock has a market capitalization of $356.15 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 1.49 and a beta of 0.61. The stock’s 50 day simple moving average is $411.65 and its 200 day simple moving average is $364.66. 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 (NYSE:UNH – Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the firm posted $4.08 EPS. The business’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. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.
UnitedHealth Group Announces Dividend
The company also recently disclosed 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. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is presently 59.72%.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Earnings and guidance have improved. UnitedHealth recently exceeded quarterly earnings and revenue expectations, raised its 2026 adjusted EPS outlook to $19.50–$20.00, and benefited from better medical-cost trends. Optum’s momentum and a greater focus on profitable businesses are also supporting the turnaround. UnitedHealth’s Earnings Beat And Cost Controls Could Be A Game Changer
- Positive Sentiment: Reducing prior authorizations could improve member and provider relationships. UnitedHealthcare plans to eliminate authorization requirements for roughly 1,700 services, including certain cardiology, laboratory, therapy, orthopedic and home-health procedures, beginning October 1. Less administrative friction could improve customer satisfaction, access to care and long-term retention. UnitedHealth Group To Cut Prior Authorizations For 1,700 Services
- Neutral Sentiment: Healthcare’s defensive characteristics may attract investors. Sector rotation driven by interest rates, oil prices and employment conditions could favor defensive healthcare stocks over higher-growth areas. However, analyst commentary remains mixed on whether UNH is still attractively valued after its roughly 39% six-month recovery.
- Negative Sentiment: Investors are questioning medical-cost discipline. Removing approval barriers may accelerate care and payments, but it could also weaken a key mechanism used to manage utilization and expenses. The market is watching whether faster approvals undermine margins. UnitedHealth Falls as 30% of Approval Barriers Vanish
- Negative Sentiment: Valuation leaves less room for disappointment. After a substantial rebound, UNH trades near $400 per share, leading some analysts to argue that investors have already priced in much of the recovery while margins and certain business challenges still need to improve.
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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