NewEdge Advisors LLC Has $39.32 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

NewEdge Advisors LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 14.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 94,610 shares of the healthcare conglomerate’s stock after buying an additional 11,591 shares during the quarter. NewEdge Advisors LLC’s holdings in UnitedHealth Group were worth $39,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of UNH. California State Teachers Retirement System increased its holdings in UnitedHealth Group by 41,749.2% in the second quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate’s stock valued at $235,847,894,000 after purchasing an additional 566,090,823 shares during the period. Norges Bank acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $4,376,167,000. Corient Private Wealth LP acquired a new position in UnitedHealth Group in the second quarter valued at $245,516,000. Legal & General Group Plc bought a new stake in UnitedHealth Group during the second quarter valued at $2,444,928,000. Finally, Jupiter Topco LLC bought a new position in shares of UnitedHealth Group in the 2nd quarter worth about $2,019,844,000. Institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

Key Stories Impacting UnitedHealth Group

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?

UnitedHealth Group Stock Down 1.9%

UnitedHealth Group stock opened at $393.11 on Thursday. 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 firm’s fifty day moving average price is $410.24 and its two-hundred day moving average price is $366.95. The firm has a market capitalization of $352.85 billion, a price-to-earnings ratio of 25.30, a price-to-earnings-growth ratio of 1.51 and a beta of 0.61. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion for 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 revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter last year, the firm earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business 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 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. JPMorgan Chase & Co. raised their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and boosted their target price for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. BMO Capital Markets set a $512.00 price target on shares of UnitedHealth Group in a report on Tuesday, July 21st. Finally, HSBC upped their price objective 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. Two 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.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $456.56.

About UnitedHealth Group

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.