11,236 Shares in UnitedHealth Group Incorporated $UNH Bought by Manhattan West Asset Management LLC

Manhattan West Asset Management LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 11,236 shares of the healthcare conglomerate’s stock, valued at approximately $4,670,000. UnitedHealth Group comprises 0.8% of Manhattan West Asset Management LLC’s portfolio, making the stock its 29th largest position.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. grew its holdings in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after buying an additional 995,210 shares during the last quarter. BlackRock Inc. boosted 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 during the period. State Street Corp increased its position in UnitedHealth Group by 2.5% during the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors raised its stake in UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after purchasing an additional 824,120 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in UnitedHealth Group by 3.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after purchasing an additional 680,077 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. UBS Group upped their price target on UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Weiss Ratings lowered UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Finally, TD Cowen lifted their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. Two investment 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 data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $455.92.

UnitedHealth Group Stock Up 0.2%

Shares of UNH opened at $390.94 on Monday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The stock has a market cap of $350.90 billion, a price-to-earnings ratio of 25.16, a P/E/G ratio of 1.35 and a beta of 0.62. The company has a 50-day moving average price of $413.99 and a two-hundred day moving average price of $356.45. 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 (NYSE:UNH) last issued 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. The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 19.81 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced 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 is Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This trade represents a 2.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.19% of the stock is owned by company insiders.

UnitedHealth Group News Summary

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.