Varma Mutual Pension Insurance Co Invests $60.96 Million in UnitedHealth Group Incorporated $UNH

Varma Mutual Pension Insurance Co bought a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 146,662 shares of the healthcare conglomerate’s stock, valued at approximately $60,957,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. X Square Capital LLC bought a new position in UnitedHealth Group during the 2nd quarter worth approximately $1,489,000. George Kaiser Family Foundation acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $1,789,000. Emerald Investment Advisers LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $12,506,000. Westpac Banking Corp bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $13,700,000. Finally, TRB Wealth Management LLC acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $1,304,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $398.89 on Tuesday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $358.04 billion, a PE ratio of 25.67, a PEG ratio of 1.35 and a beta of 0.62. The stock’s 50 day moving average price is $413.74 and its 200-day moving average price is $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 issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates 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 company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Announces Dividend

The business 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 is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction that occurred 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 completion of 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have commented on UNH shares. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Finally, Oppenheimer raised their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group 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.