UnitedHealth Group Incorporated $UNH Shares Purchased by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.2% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,951,573 shares of the healthcare conglomerate’s stock after acquiring an additional 328,385 shares during the quarter. Envestnet Asset Management Inc.’s holdings in UnitedHealth Group were worth $811,130,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in UNH. BlackRock Inc. boosted its position in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. State Street Corp boosted its holdings in shares of UnitedHealth Group by 0.7% in the second quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after acquiring an additional 301,081 shares during the period. Capital World Investors increased its holdings in shares of UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the period. Capital International Investors boosted its stake in UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. Finally, Bank of New York Mellon Corp grew its position in UnitedHealth Group by 6.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock worth $4,449,317,000 after purchasing an additional 616,723 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH traded down $2.19 during mid-day trading on Wednesday, hitting $370.76. The stock had a trading volume of 3,859,184 shares, compared to its average volume of 7,514,413. The company has a 50 day simple moving average of $401.67 and a 200 day simple moving average of $372.70. The company has a market cap of $332.79 billion, a price-to-earnings ratio of 23.86, a P/E/G ratio of 1.42 and a beta of 0.61. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The company 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%.UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were given a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s payout ratio is presently 59.72%.

Analysts Set New Price Targets

UNH has been the subject of several recent research reports. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. UBS Group boosted their target price on UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and raised their target price for the stock from $287.00 to $453.00 in a research note on Thursday, July 16th. Finally, Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $456.56.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of the firm’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 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 $5,977,920. This trade 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 owned by corporate insiders.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s turnaround plan is gaining credibility. Management previously indicated it would reduce membership in some areas to rebuild margins, and the strategy has helped drive a roughly 40% stock recovery since late March. Did UnitedHealth Name The Fix Before Its Stock Ran?
• Positive Sentiment: Second-quarter operating earnings rose sharply, supported by margin improvement at UnitedHealthcare and Optum Health, cost controls, contract resets and technology efficiencies. Management raised its full-year adjusted EPS outlook to $19.50–$20.00, reinforcing expectations for earnings growth into 2027 and beyond. UnitedHealth: Margin Recovery And Earnings Growth Support Further Upside
• Neutral Sentiment: UnitedHealth’s latest quarter exceeded expectations, with $6.38 in EPS and $112.03 billion in revenue. However, revenue growth was only about 0.4% year over year, meaning future upside depends heavily on sustaining margin gains.
• Negative Sentiment: Analyst commentary favors Molina Healthcare’s Medicaid recovery, Medicare dual-eligible growth and contract wins over UnitedHealth’s broader but less focused recovery story. This relative preference may be limiting enthusiasm for UNH. UNH vs. MOH: Which Managed Care Stock Looks More Attractive?
• Negative Sentiment: The main risk is medical-cost inflation: with sales nearly stagnant, higher-than-expected claims could quickly erode the margin recovery and challenge UnitedHealth’s $19.50–$20.00 EPS guidance. Can UNH Stock Keep Growing Earnings While Its Sales Stall?

About UnitedHealth Group

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.