Korea Investment CORP Invests $292.43 Million in UnitedHealth Group Incorporated $UNH

Korea Investment CORP purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 703,580 shares of the healthcare conglomerate’s stock, valued at approximately $292,429,000. UnitedHealth Group makes up about 0.6% of Korea Investment CORP’s portfolio, making the stock its 28th biggest holding. Korea Investment CORP owned approximately 0.08% of UnitedHealth Group at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group in the 4th quarter valued at about $25,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $27,000. Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group in the 4th quarter valued at $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. The trade was a 2.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is owned by company insiders.

More UnitedHealth Group News

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 Trading Up 0.2%

Shares of UNH stock opened at $390.94 on Monday. The company has a 50-day moving average of $413.99 and a two-hundred day moving average of $356.45. The firm has a market cap of $350.90 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-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 0.78.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter last year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on UNH. UBS Group increased their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Barclays upped their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Wells Fargo & Company lifted their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Finally, HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research report on Wednesday, May 27th. Two investment 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.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $455.92.

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.