Harber Asset Management LLC Invests $7.20 Million in UnitedHealth Group Incorporated $UNH

Harber Asset Management LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, Holdings Channel.com reports. The firm purchased 17,317 shares of the healthcare conglomerate’s stock, valued at approximately $7,197,000. UnitedHealth Group accounts for approximately 4.3% of Harber Asset Management LLC’s holdings, making the stock its 4th biggest position.

A number of other hedge funds have also modified their holdings of UNH. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group in the 4th quarter valued at $25,000. Anfield Capital Management LLC lifted its holdings in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group in the 4th quarter worth about $27,000. Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group in the fourth quarter valued at about $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value 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 trade represents a 2.94% decrease in their position. 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 research analysts have recently issued reports on the stock. Barclays lifted their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Weiss Ratings cut UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Wells Fargo & Company lifted their price target on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $390.94 on Monday. The firm’s 50 day moving average price is $413.99 and its two-hundred day moving average price is $356.45. 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 52-week low of $255.96 and a 52-week high of $461.62. The stock has a market cap of $350.90 billion, a PE ratio of 25.16, a PEG ratio of 1.35 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly 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. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the prior year, the business posted $4.08 EPS. The firm’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, analysts forecast that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

Trending Headlines about UnitedHealth Group

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

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.