UnitedHealth Group Incorporated $UNH Holdings Boosted by National Pension Service

National Pension Service lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,970,332 shares of the healthcare conglomerate’s stock after acquiring an additional 23,027 shares during the quarter. National Pension Service’s holdings in UnitedHealth Group were worth $818,929,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. California State Teachers Retirement System raised its holdings in shares of UnitedHealth Group by 41,749.2% during the second quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate’s stock worth $235,847,894,000 after acquiring an additional 566,090,823 shares in the last quarter. Norges Bank acquired a new position in UnitedHealth Group in the 4th quarter worth about $4,376,167,000. Corient Private Wealth LP acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $245,516,000. Legal & General Group Plc acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $2,444,928,000. Finally, Jupiter Topco LLC bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at $2,019,844,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $393.11 on Thursday. The stock has a 50 day moving average of $410.24 and a two-hundred day moving average of $366.95. 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 company has a market capitalization of $352.85 billion, a P/E ratio of 25.30, a P/E/G ratio of 1.51 and a beta of 0.61. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62.

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. The firm had revenue of $112.03 billion during 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%.UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. During the same period last year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in artificial intelligence to expand Optum Insight’s software capabilities, improve operating efficiency and create new growth opportunities. Can UnitedHealth’s AI Strategy Strengthen Optum Insight’s Growth?
• Positive Sentiment: Jim Cramer characterized UnitedHealth’s latest quarter as very strong and argued that the company continues to have profitable growth and a strong competitive position. Analysts tracked by Quiver Quantitative also have a median price target of $434.50, above the recent trading level. Jim Cramer Discusses UnitedHealth’s Profitable Growth
• Neutral Sentiment: UnitedHealth’s partial sale of its Florida WellMed primary-care clinic network to TPG brings in strategic capital while allowing UNH to retain an equity interest. Management was also expected to reaffirm its full-year earnings guidance, but investors are looking for evidence that the Optum turnaround is sustainable. UnitedHealth Sells WellMed to TPG
• Negative Sentiment: The TPG transaction raised concerns because the Florida WellMed operations have been associated with Optum Health’s recent profit problems. Investors questioned whether the deal signals a weaker outlook for the assets or reflects a need for outside capital during the turnaround. UnitedHealth Slips as TPG Buys Into Florida WellMed Clinics
• Negative Sentiment: Comments from CVS Health about continued high medical-cost growth pressured managed-care stocks, including UNH. UnitedHealth also continues to face commercial-insurance margin pressure, while parts of the Optum recovery remain incomplete. CVS Still Sees High-Trend Cost Growth
• Negative Sentiment: UnitedHealth trades at a substantial valuation premium to some managed-care peers despite having slower revenue growth, increasing sensitivity to disappointing guidance or execution. Broader healthcare-sector weakness added to the selling pressure. Why Is UNH Stock Trading at a Premium?

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of analyst reports. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a report on Thursday, July 16th. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Weiss Ratings cut UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, September 2nd. Finally, Barclays upped their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $456.56.

UnitedHealth Group Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.