Great Waters Wealth Management raised its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,620 shares of the healthcare conglomerate’s stock after purchasing an additional 1,884 shares during the period. UnitedHealth Group accounts for 0.8% of Great Waters Wealth Management’s investment portfolio, making the stock its 14th largest holding. Great Waters Wealth Management’s holdings in UnitedHealth Group were worth $8,570,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of UNH. Wealth Science Advisors LLC raised its stake in UnitedHealth Group by 65.6% in the second quarter. Wealth Science Advisors LLC now owns 1,957 shares of the healthcare conglomerate’s stock valued at $813,000 after buying an additional 775 shares in the last quarter. Exchange Bank purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $200,000. GoalVest Advisory LLC lifted its stake in UnitedHealth Group by 24.9% during the second quarter. GoalVest Advisory LLC now owns 256 shares of the healthcare conglomerate’s stock worth $106,000 after purchasing an additional 51 shares during the last quarter. Aletheian Wealth Advisors LLC acquired a new position in UnitedHealth Group in the second quarter valued at approximately $285,000. Finally, Tactive Advisors LLC acquired a new stake in UnitedHealth Group during the second quarter worth approximately $222,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
- Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
- Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
- Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
- Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing
Insider Buying and Selling at UnitedHealth Group
Analyst Upgrades and Downgrades
A number of research firms recently commented on UNH. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday, May 27th. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and boosted their target price for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Two investment 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. According to MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $455.92.
Check Out Our Latest Stock Report on UnitedHealth Group
UnitedHealth Group Stock Performance
Shares of UNH stock opened at $406.54 on Monday. UnitedHealth Group Incorporated has a 52-week low of $244.37 and a 52-week high of $461.62. The stock’s 50-day moving average price is $414.09 and its 200 day moving average price is $350.97. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $369.20 billion, a PE ratio of 26.16, a price-to-earnings-growth ratio of 1.41 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 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 company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period last year, the business posted $4.08 EPS. The company’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is currently 59.72%.
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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