42,380 Shares in UnitedHealth Group Incorporated $UNH Bought by Madison Asset Management LLC

Madison Asset Management LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 42,380 shares of the healthcare conglomerate’s stock, valued at approximately $17,614,000.

Other large investors have also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC boosted its position in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in UnitedHealth Group in the 4th quarter worth $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

NYSE UNH opened at $390.94 on Friday. The stock has a market capitalization of $350.90 billion, a PE ratio of 25.16, a P/E/G ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The business has a 50 day simple moving average of $413.99 and a two-hundred day simple moving average of $355.96. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The firm 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%.The company’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the company earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts predict that UnitedHealth Group Incorporated will post 19.81 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
• Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
• Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
• Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
• Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on UNH. UBS Group upped their price objective on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. TD Cowen increased their price objective on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Oppenheimer boosted their target price 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. Finally, DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.19% of the stock is owned by 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.