238,851 Shares in UnitedHealth Group Incorporated $UNH Bought by Nykredit A S

Nykredit A S bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 238,851 shares of the healthcare conglomerate’s stock, valued at approximately $99,274,000.

Other hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group during the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC grew its holdings in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares during the period. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group during the 4th quarter worth $27,000. Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group in the fourth quarter valued at about $29,000. Finally, Wilkerson Advisory Group LLC bought a new stake in shares of UnitedHealth Group in the fourth quarter worth about $30,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealthcare plans to eliminate prior-authorization requirements for approximately 1,700 treatments and services, targeting the removal of approval requirements for 30% of healthcare services by year-end. The change could reduce administrative friction for patients and providers while preserving the insurer’s focus on managing medical costs. UnitedHealthcare to drop prior authorization requirements
• Positive Sentiment: Wall Street’s average brokerage recommendation for UnitedHealth remains equivalent to a Buy, indicating that analysts generally view the company’s long-term earnings and business resilience favorably. However, the usefulness of consensus ratings may be limited because sell-side recommendations often skew optimistic. Brokers Suggest Investing in UnitedHealth
• Neutral Sentiment: After gaining 31.8% over the past year, UnitedHealth’s valuation appears neither clearly cheap nor clearly excessive. Investors are weighing the company’s quality and resilience against recent share-price softness and regulatory developments, suggesting that further upside may depend on continued earnings execution. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny
• Negative Sentiment: IRS tax scrutiny introduces regulatory uncertainty and could weigh on investor confidence, even as the stock’s valuation is viewed as reasonable by some analysts. The issue may limit enthusiasm until its potential financial impact becomes clearer. UnitedHealth Stock May Look Reasonable Despite IRS Tax Scrutiny

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Barclays boosted their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Erste Group Bank downgraded UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Thursday, August 27th. Finally, Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their price objective for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $456.56.

UnitedHealth Group Stock Performance

Shares of UNH opened at $399.67 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. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The firm has a fifty day simple moving average of $412.56 and a 200 day simple moving average of $363.18. The stock has a market capitalization of $358.74 billion, a price-to-earnings ratio of 25.72, a PEG ratio of 1.49 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s quarterly revenue was up .4% on a year-over-year basis. During the same period in the prior year, the business posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be paid a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is 59.72%.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is currently owned by insiders.

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.