276,681 Shares in UnitedHealth Group Incorporated $UNH Acquired by Manning & Napier Advisors LLC

Manning & Napier Advisors LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 276,681 shares of the healthcare conglomerate’s stock, valued at approximately $116,156,000. UnitedHealth Group accounts for about 1.5% of Manning & Napier Advisors LLC’s portfolio, making the stock its 21st largest position.

A number of other institutional investors also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter worth about $25,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during 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. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group in the fourth quarter worth approximately $27,000. Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at $29,000. 87.86% of the stock is owned by institutional investors.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.19% of the company’s stock.

UnitedHealth Group Trading Up 1.1%

UNH opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month 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 stock has a 50-day moving average of $413.54 and a 200 day moving average of $359.04. The firm has a market cap of $359.78 billion, a P/E ratio of 25.79, a P/E/G ratio of 1.37 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the previous year, the business earned $4.08 EPS. The company’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Piper Sandler set a $477.00 price target on UnitedHealth Group in a report on Thursday, July 16th. Royal Bank Of Canada lifted their target price on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a report on Tuesday, July 21st. Mizuho boosted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Finally, JPMorgan Chase & Co. lifted their price target on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $456.56.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

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.