NEOS Investment Management LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH

NEOS Investment Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 10.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 146,956 shares of the healthcare conglomerate’s stock after acquiring an additional 14,494 shares during the period. NEOS Investment Management LLC’s holdings in UnitedHealth Group were worth $61,079,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group in the fourth quarter worth about $25,000. Anfield Capital Management LLC boosted its holdings in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the period. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the fourth quarter valued at approximately $27,000. Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the fourth quarter worth $29,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in UnitedHealth Group during the 4th quarter valued at $30,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at UnitedHealth Group

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

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Barclays lifted their target price on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Finally, Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $456.56.

UnitedHealth Group Price Performance

Shares of UNH opened at $401.05 on Friday. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market cap of $359.98 billion, a price-to-earnings ratio of 25.81, a PEG ratio of 1.50 and a beta of 0.61. The stock has a 50 day moving average of $412.27 and a 200-day moving average of $363.93.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) 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 analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth is showing operational improvement: medical-cost pressure appears to be easing, Optum is gaining momentum and management has raised its 2026 earnings outlook. These developments support the case for a sustained earnings recovery. Is UnitedHealth Finally Turning the Corner After a Tough 2025?
• Positive Sentiment: UnitedHealthcare plans to remove prior-authorization requirements for roughly 30% of approvals beginning October 1 across several treatment and testing categories. The move could improve member and provider relations while reducing administrative friction, without abandoning cost controls. UnitedHealth Rises as 30% of Prior Approvals Head for Removal
• Positive Sentiment: Potentially higher employer healthcare costs may create additional demand for UnitedHealth’s cost-management and healthcare solutions. Healthcare is also being viewed as a defensive sector amid September concerns about oil prices, interest rates and employment. How Can Healthcare Inflation Fuel Growth for MRSH, UNH and CNC?
• Neutral Sentiment: Wall Street’s average recommendation remains equivalent to Buy, but the usefulness of that signal is limited because analyst ratings can be overly optimistic. Brokers Suggest Investing in UnitedHealth
• Negative Sentiment: UNH has gained about 41% since early March, and some analysts argue the share price already reflects much of the turnaround. Margins have not recovered as fully as the stock, raising the risk of disappointment if earnings improvement slows. UnitedHealth Stock Recovered Before Its Margins Did

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.