Commonwealth Retirement Investments LLC Raises Stake in UnitedHealth Group Incorporated $UNH

Commonwealth Retirement Investments LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 52.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,970 shares of the healthcare conglomerate’s stock after buying an additional 5,478 shares during the period. UnitedHealth Group comprises about 1.8% of Commonwealth Retirement Investments LLC’s holdings, making the stock its 17th biggest position. Commonwealth Retirement Investments LLC’s holdings in UnitedHealth Group were worth $6,638,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the stock. Vaughan David Investments LLC IL lifted its position in shares of UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after buying an additional 3,934 shares during the last quarter. PBCay One RSC Ltd bought a new stake in UnitedHealth Group in the 1st quarter valued at about $14,343,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its position in UnitedHealth Group by 1,287.2% during the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares during the period. Vanguard Group Inc. increased its stake in shares of UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after purchasing an additional 995,210 shares in the last quarter. Finally, Generali Investments Management Co LLC lifted its stake in shares of UnitedHealth Group by 80.7% during the 2nd quarter. Generali Investments Management Co LLC now owns 9,024 shares of the healthcare conglomerate’s stock valued at $3,751,000 after buying an additional 4,030 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares of the company’s stock, valued at approximately $6,763,770. This represents a 2.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $401.52 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The firm’s fifty day moving average price is $415.74 and its 200-day moving average price is $352.85. The stock has a market cap of $360.41 billion, a P/E ratio of 25.84, a price-to-earnings-growth ratio of 1.40 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78.

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

UnitedHealth Group Dividend Announcement

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 dividend of $2.32 per share. 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 dividend payout ratio (DPR) is 59.72%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. UBS Group boosted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. JPMorgan Chase & Co. boosted their price objective on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their target price for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Barclays increased their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Finally, Bank of America reaffirmed a “buy” rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $455.92.

UnitedHealth Group Company 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.