Spartan Wealth Advisory Services LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the first quarter, Holdings Channel reports. The firm acquired 27,514 shares of the healthcare conglomerate’s stock, valued at approximately $7,445,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares in the last quarter. State Street Corp grew its holdings 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 lifted its holdings in UnitedHealth Group by 3.8% in 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 acquiring an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of 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. Finally, Capital International Investors raised its holdings in shares of UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. 87.86% of the stock is owned by institutional investors.
Key Headlines Impacting 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 Price Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating 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 firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the firm earned $4.08 earnings per share. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 18.77 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s payout ratio is presently 70.09%.
Insiders Place Their Bets
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.28% of the company’s stock.
Analysts Set New Price Targets
Several research firms have issued reports on UNH. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. TD Cowen raised their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research note on Tuesday. Truist Financial boosted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada increased their price target on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research report on Friday. Finally, Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $447.29.
Read Our Latest Stock Analysis on UNH
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.
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