Citizens Financial Group Inc. RI boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.6% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 19,543 shares of the healthcare conglomerate’s stock after acquiring an additional 1,543 shares during the quarter. Citizens Financial Group Inc. RI’s holdings in UnitedHealth Group were worth $8,123,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in UNH. Norges Bank acquired a new stake in UnitedHealth Group in the 4th quarter worth about $4,376,167,000. BlackRock Inc. lifted its position in shares of UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares in the last quarter. T. Rowe Price Investment Management Inc. boosted its stake in shares of UnitedHealth Group by 141.9% in the fourth 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 acquiring an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. raised its stake in UnitedHealth Group by 864.4% in the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after purchasing an additional 2,262,006 shares during the last quarter. Finally, Bank of America Corp DE boosted its stake in UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.
UnitedHealth Group Trading Down 1.0%
UNH opened at $384.60 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market cap of $345.21 billion, a P/E ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. The business has a fifty day simple moving average of $414.33 and a 200-day simple moving average of $355.71. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62.
UnitedHealth Group Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be paid a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.
Insider Activity at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 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: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
- Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
- Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
- Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently commented on the stock. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research report on Thursday, July 16th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. Morgan Stanley boosted their target price on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. KeyCorp increased their price target on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada upped their target price on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $455.92.
Get Our Latest Research Report on UNH
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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