Wellington Management Group LLP Has $4.44 Billion Stake in UnitedHealth Group Incorporated $UNH

Wellington Management Group LLP grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,675,175 shares of the healthcare conglomerate’s stock after acquiring an additional 583,536 shares during the period. UnitedHealth Group accounts for approximately 0.8% of Wellington Management Group LLP’s investment portfolio, making the stock its 16th biggest holding. Wellington Management Group LLP owned approximately 1.19% of UnitedHealth Group worth $4,436,923,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. LFG Wealth Partners LLC increased its holdings in UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock worth $355,000 after purchasing an additional 27 shares in the last quarter. Synergy Financial Group LTD lifted its position in shares of UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after acquiring an additional 27 shares during the period. Ares Financial Consulting LLC grew its holdings in UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after purchasing an additional 28 shares during the period. Rockland Trust Co. raised its holdings in shares of UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock valued at $1,076,000 after purchasing an additional 29 shares during the period. Finally, Matrix Trust Co boosted its position in shares of UnitedHealth Group by 24.8% during the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate’s stock worth $61,000 after purchasing an additional 29 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH opened at $393.99 on Friday. The firm has a market cap of $353.64 billion, a P/E ratio of 25.35, a PEG ratio of 1.36 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The firm has a 50-day moving average of $413.28 and a 200 day moving average of $360.11.

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 analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations 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 previous year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders 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 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction that occurred on 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 directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.19% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently weighed in on UNH shares. Wall Street Zen raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Morgan Stanley upped their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $456.56.

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.