Groupama Asset Managment Has $15.43 Million Position in UnitedHealth Group Incorporated $UNH

Groupama Asset Managment trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,020 shares of the healthcare conglomerate’s stock after selling 2,368 shares during the quarter. Groupama Asset Managment’s holdings in UnitedHealth Group were worth $15,429,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its position in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group during the second quarter worth about $340,000. Flow Traders U.S. LLC bought a new position in UnitedHealth Group in the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $377,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 1.6%

NYSE UNH opened at $414.82 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The business has a 50 day simple moving average of $411.39 and a 200 day simple moving average of $348.26. The stock has a market capitalization of $376.72 billion, a P/E ratio of 26.69, a P/E/G ratio of 1.46 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly 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 firm had revenue of $112.03 billion for 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%.The company’s revenue for the quarter was up .4% compared to the same quarter last year. During the same period in the prior year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts expect that UnitedHealth Group Incorporated will post 19.71 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 59.72%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analysts at Zacks Research raised EPS forecasts for several future periods, including Q3 2026, Q1 2027, Q3 2027, Q4 2027, and Q1 2028. Zacks maintained a “Strong Buy” rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $19.85 from $18.33 and its FY2027 estimate to $22.44 from $20.87, maintaining a “Buy” rating. MarketBeat UnitedHealth analyst estimates
• Positive Sentiment: Recent coverage highlights UNH’s second-quarter earnings beat, lower medical-cost ratio, improved margins, and raised 2026 guidance as evidence that the company’s turnaround is gaining traction. Its diversified Optum platform and growing use of artificial intelligence are also viewed as longer-term strengths. UnitedHealth turnaround signal
• Positive Sentiment: A separate valuation update lifted the estimated fair value from $424.23 to $475.23, reflecting improved Medicare Advantage and Optum Health assumptions. The average brokerage recommendation remains equivalent to “Buy,” although the usefulness of broadly positive analyst ratings is questioned. UnitedHealth fair value update
• Neutral Sentiment: Commentary says the recent stock advance reflects a Medicare Advantage repricing strategy that management outlined months earlier, suggesting the market is reassessing earnings power rather than responding to a new operational announcement. UnitedHealth Medicare Advantage repricing analysis
• Negative Sentiment: Zacks reduced its Q4 2026 EPS estimate to $2.25 from $2.47 and trimmed its Q2 2028 forecast to $5.84 from $5.92. These isolated cuts may be contributing to caution even as the firm remains bullish overall.
• Negative Sentiment: UnitedHealth faces scrutiny over surprise-billing dispute costs, while broader risks include commercial-market trends, Medicaid exposure, and regulation. Medicare Advantage insurers are also redesigning 2027 plans, potentially affecting enrollment, benefits, and member retention. Cigna and UnitedHealth cost coverage

Analyst Ratings Changes

Several analysts recently weighed in on the stock. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. HC Wainwright set a $492.00 price target on UnitedHealth Group in a research report on Wednesday, May 27th. Barclays raised their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Finally, Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Two investment 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 stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

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.