UnitedHealth Group Incorporated $UNH Shares Bought by German American Bancorp Inc.

German American Bancorp Inc. boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 6.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,354 shares of the healthcare conglomerate’s stock after purchasing an additional 1,425 shares during the quarter. German American Bancorp Inc.’s holdings in UnitedHealth Group were worth $6,590,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in UNH. Norges Bank purchased a new position in shares of UnitedHealth Group in the 4th quarter worth $4,376,167,000. T. Rowe Price Investment Management Inc. lifted its stake in shares of UnitedHealth Group by 141.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after purchasing an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. raised its holdings in UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after buying an additional 2,262,006 shares during the period. Hsbc Holdings PLC increased its position in shares of UnitedHealth Group by 87.5% in the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after acquiring an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at $528,273,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.28% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their target price for the stock from $287.00 to $453.00 in a research report on Thursday. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Finally, UBS Group raised 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. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $447.29.

UnitedHealth Group Stock Up 0.7%

Shares of UnitedHealth Group stock opened at $426.39 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The business has a 50-day moving average price of $404.81 and a 200 day moving average price of $342.28. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $461.62. The firm has a market cap of $387.23 billion, a P/E ratio of 27.44, a P/E/G ratio of 1.58 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its earnings results 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 return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter last year, the firm earned $4.08 EPS. The business’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.75 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 70.09%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

UnitedHealth Group 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.