Dala Group LLC Acquires New Holdings in UnitedHealth Group Incorporated $UNH

Dala Group LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to its most recent filing with the SEC. The firm purchased 3,920 shares of the healthcare conglomerate’s stock, valued at approximately $1,629,000. UnitedHealth Group accounts for 1.3% of Dala Group LLC’s portfolio, making the stock its 18th biggest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. PBCay One RSC Ltd acquired a new position in shares of UnitedHealth Group during the first quarter valued at about $14,343,000. Vaughan David Investments LLC IL increased its stake in 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 purchasing an additional 3,934 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its holdings in shares of UnitedHealth Group by 1,287.2% in 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 buying an additional 55,695 shares during the last quarter. Kinsale Capital Group Inc. grew its holdings in shares of UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after buying an additional 4,557 shares during the last quarter. Finally, Kelleher Financial Advisors raised its stake in UnitedHealth Group by 135.9% in the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after acquiring an additional 3,166 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. Wall Street Zen raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. TD Cowen raised their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Finally, Morgan Stanley increased their price target on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Two equities 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 stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $455.92.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction dated Wednesday, August 5th. The shares were 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 of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 1.6%

UNH opened at $390.94 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. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a market cap of $350.91 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 1.34 and a beta of 0.62. The company has a 50-day moving average price of $413.99 and a 200 day moving average price of $355.96.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping 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 business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the firm earned $4.08 earnings per share. The company’s revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 59.72%.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
• Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
• Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
• Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
• Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation

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.