3,109 Shares in UnitedHealth Group Incorporated $UNH Purchased by Zhang Financial LLC

Zhang Financial LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the first quarter, Holdings Channel.com reports. The firm bought 3,109 shares of the healthcare conglomerate’s stock, valued at approximately $841,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Norges Bank acquired a new stake in UnitedHealth Group in the 4th quarter valued at approximately $4,376,167,000. T. Rowe Price Investment Management Inc. grew its stake in shares of UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after purchasing an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. raised its stake in shares of UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after purchasing an additional 2,262,006 shares in the last quarter. Hsbc Holdings PLC lifted its holdings in UnitedHealth Group by 87.5% in the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after purchasing an additional 1,826,948 shares during the period. Finally, Lone Pine Capital LLC acquired a new position in UnitedHealth Group during the 2nd quarter valued at about $528,273,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Up 0.7%

Shares of NYSE UNH opened at $426.39 on Friday. The business has a 50-day moving average price of $404.81 and a two-hundred day moving average price of $342.28. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The firm has a market capitalization of $387.23 billion, a PE ratio of 27.44, a PEG ratio of 1.59 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last released its 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. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the prior year, the firm earned $4.08 EPS. The company’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 18.77 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 70.09%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on UNH shares. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Barclays upped their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their price objective for the company from $287.00 to $453.00 in a report on Thursday. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $447.29.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.28% of the company’s stock.

Trending Headlines about 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 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.