Pinnbrook Capital Management LP Makes New Investment in UnitedHealth Group Incorporated $UNH

Pinnbrook Capital Management LP acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 7,360 shares of the healthcare conglomerate’s stock, valued at approximately $3,059,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. bought a new position in UnitedHealth Group during the second quarter valued at approximately $113,358,000. Academy Capital Management purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $35,312,000. CFO4Life Group LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth $687,000. Fortress Financial Group LLC bought a new stake in UnitedHealth Group in the second quarter worth $426,000. Finally, Evolve Private Wealth LLC bought a new position in shares of UnitedHealth Group during the second quarter valued at about $4,572,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other 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 sale, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on UNH. Weiss Ratings lowered UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Mizuho boosted their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Wells Fargo & Company raised their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. UBS Group upped their price target 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. Finally, Piper Sandler set a $477.00 price target on shares of UnitedHealth Group in a report on Thursday, July 16th. Two research 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $455.92.

UnitedHealth Group Trading Up 2.3%

Shares of UNH opened at $398.89 on Tuesday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a market capitalization of $358.04 billion, a price-to-earnings ratio of 25.67, a PEG ratio of 1.35 and a beta of 0.62. The firm’s 50-day moving average price is $413.74 and its 200-day moving average price is $357.26. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate 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 period last year, the business posted $4.08 earnings per share. UnitedHealth Group’s quarterly revenue 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 anticipate that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued 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 2.3%. UnitedHealth Group’s dividend payout ratio is 59.72%.

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.