Northwestern Mutual Wealth Management Co. Takes $113.36 Million Position in UnitedHealth Group Incorporated $UNH

Northwestern Mutual Wealth Management Co. bought a new position in shares of 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 (SEC). The firm bought 272,738 shares of the healthcare conglomerate’s stock, valued at approximately $113,358,000.

A number of other institutional investors and hedge funds have also made changes to their positions in UNH. PBCay One RSC Ltd purchased a new stake in shares of UnitedHealth Group during the first quarter worth $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in UnitedHealth Group in the 2nd quarter valued at about $6,180,000. Vaughan David Investments LLC IL increased its stake in shares of UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after buying an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its holdings in shares of UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after purchasing an additional 55,695 shares in the last quarter. Finally, Kinsale Capital Group Inc. grew its stake in shares of UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after purchasing an additional 4,557 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the transaction, 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 document filed with the SEC, which is available through this hyperlink. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 2.3%

UnitedHealth Group stock opened at $398.89 on Tuesday. The stock 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 company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The stock has a 50 day moving average of $413.74 and a two-hundred day moving average of $357.26. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

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, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period last year, the firm posted $4.08 EPS. 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. As a group, research analysts expect that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Analysts Set New Price Targets

A number of research firms have recently commented on UNH. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Barclays raised their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, TD Cowen lifted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. 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’s stock. Based on data from MarketBeat.com, UnitedHealth Group has an average 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.