UnitedHealth Group Incorporated $UNH Shares Acquired by Meeder Asset Management Inc.

Meeder Asset Management Inc. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 127.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 41,792 shares of the healthcare conglomerate’s stock after purchasing an additional 23,452 shares during the quarter. UnitedHealth Group comprises about 0.9% of Meeder Asset Management Inc.’s holdings, making the stock its 24th largest holding. Meeder Asset Management Inc.’s holdings in UnitedHealth Group were worth $17,370,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Citizens Financial Group Inc. RI raised its holdings in shares of UnitedHealth Group by 8.6% during the 2nd quarter. Citizens Financial Group Inc. RI now owns 19,543 shares of the healthcare conglomerate’s stock worth $8,123,000 after acquiring an additional 1,543 shares during the period. Cornerstone Advisors LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at about $12,302,000. Pavion Blue Capital LLC purchased a new position in UnitedHealth Group during the second quarter worth about $211,000. K.J. Harrison & Partners Inc purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $268,000. Finally, Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $6,180,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UNH stock opened at $384.60 on Friday. The business’s fifty day moving average price is $414.33 and its 200 day moving average price is $355.71. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a market capitalization of $345.21 billion, a PE ratio of 24.75, a P/E/G 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.

UnitedHealth Group (NYSE:UNH) last released its 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 company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Analysts Set New Price Targets

Several research analysts recently weighed in on UNH shares. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. HSBC upped their price target on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Mizuho boosted their price objective on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Leerink Partners increased their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Finally, Robert W. Baird raised shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and boosted their price target for the company from $287.00 to $453.00 in a research note on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.19% of the stock is currently owned by company insiders.

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.