Gateway Wealth Partners LLC Raises Holdings in UnitedHealth Group Incorporated $UNH

Posted by George Bondi on Jul 29th, 2026

Gateway Wealth Partners LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 241.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 7,609 shares of the healthcare conglomerate’s stock after buying an additional 5,383 shares during the quarter. Gateway Wealth Partners LLC’s holdings in UnitedHealth Group were worth $2,059,000 as of its most recent filing with the SEC.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in UnitedHealth Group during the 4th quarter worth approximately $4,376,167,000. T. Rowe Price Investment Management Inc. lifted its position in shares of UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after purchasing an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. increased its holdings in UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after buying an additional 2,262,006 shares during the last quarter. Hsbc Holdings PLC lifted its holdings in UnitedHealth Group by 87.5% during the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after buying an additional 1,826,948 shares during the last quarter. Finally, Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $528,273,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH opened at $428.94 on Wednesday. The company’s 50 day simple moving average is $409.32 and its 200-day simple moving average is $346.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $461.62. The firm has a market cap of $389.54 billion, a PE ratio of 27.60, a price-to-earnings-growth ratio of 1.45 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s payout ratio is presently 59.72%.

UnitedHealth Group News Roundup

Here are the key news stories impacting UnitedHealth Group this week:

Positive Sentiment: Major Q2 earnings beat supports the rally. UnitedHealth reported adjusted earnings of $6.38 per share versus the $4.94 consensus estimate, while revenue reached $112.03 billion, above expectations of $110.81 billion. Management maintained 2026 adjusted EPS guidance of $19.50 to $20.00, reinforcing confidence in the recovery. What’s next for UnitedHealth after its major Q2 earnings beat
Positive Sentiment: Improved medical costs and conservative guidance are encouraging investors. The company’s improved medical loss ratio helped results, and some investors view the cautious outlook as a buffer against future volatility. However, part of the margin improvement came from exiting unprofitable markets rather than broad-based operating gains. UnitedHealth Group Stock Opinions on Q2 Earnings Beat
Positive Sentiment: The stock’s rebound after Berkshire Hathaway’s exit is being viewed favorably. Commentary noting that Berkshire likely sold too early highlights renewed investor confidence in UNH, though it does not change the company’s fundamentals. UnitedHealth Stock Has Rallied Big Since Berkshire Bailed
Neutral Sentiment: Medicare Part D pricing creates both opportunity and risk. The planned expiration of federal subsidies could lead to higher premiums for stand-alone Medicare drug plans next year. Higher pricing may support insurers’ revenue, but it could also reduce affordability and enrollment, creating uncertainty for UnitedHealth’s Medicare business. Why Prices Could Rise for Medicare Drug Plans Next Year
Negative Sentiment: Medicaid pressure and questions about earnings durability remain risks. Analysts have noted that market exits contributed to the better medical loss ratio, while Medicaid challenges and the stock’s rapid advance could limit additional near-term upside. UnitedHealth Pulls Back Post 52-Week High

Wall Street Analyst Weigh In

UNH has been the subject of several recent analyst reports. JPMorgan Chase & Co. boosted their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Piper Sandler set a $477.00 price objective on shares of UnitedHealth Group in a report on Thursday, July 16th. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, KeyCorp raised their price objective on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

Check Out Our Latest Stock Analysis on UNH

UnitedHealth Group Company Profile

(Free Report)

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.