UnitedHealth Group Incorporated $UNH Shares Bought by NEOS Investment Management LLC

NEOS Investment Management LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 10.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 146,956 shares of the healthcare conglomerate’s stock after buying an additional 14,494 shares during the quarter. NEOS Investment Management LLC’s holdings in UnitedHealth Group were worth $61,079,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. BlackRock Inc. boosted its holdings in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares in the last quarter. State Street Corp lifted its position in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors grew 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 worth $7,457,723,000 after acquiring an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in UnitedHealth Group by 3.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after purchasing an additional 680,077 shares during the last quarter. Finally, Capital International Investors grew its holdings in UnitedHealth Group by 6.6% in the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Piper Sandler set a $477.00 price target on UnitedHealth Group in a research note on Thursday, July 16th. KeyCorp lifted their target price on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Leerink Partners increased their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, DA Davidson set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Price Performance

UNH stock opened at $401.05 on Friday. The stock has a market capitalization of $359.98 billion, a price-to-earnings ratio of 25.81, a price-to-earnings-growth ratio of 1.50 and a beta of 0.61. The stock’s fifty day simple moving average is $412.27 and its 200-day simple moving average is $363.93. 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 released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for 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 firm’s revenue for the quarter was up .4% compared to the same quarter last year. During the same period in the prior year, the business posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 19.82 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. Investors of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is showing operational improvement: medical-cost pressure appears to be easing, Optum is gaining momentum and management has raised its 2026 earnings outlook. These developments support the case for a sustained earnings recovery. Is UnitedHealth Finally Turning the Corner After a Tough 2025?
• Positive Sentiment: UnitedHealthcare plans to remove prior-authorization requirements for roughly 30% of approvals beginning October 1 across several treatment and testing categories. The move could improve member and provider relations while reducing administrative friction, without abandoning cost controls. UnitedHealth Rises as 30% of Prior Approvals Head for Removal
• Positive Sentiment: Potentially higher employer healthcare costs may create additional demand for UnitedHealth’s cost-management and healthcare solutions. Healthcare is also being viewed as a defensive sector amid September concerns about oil prices, interest rates and employment. How Can Healthcare Inflation Fuel Growth for MRSH, UNH and CNC?
• Neutral Sentiment: Wall Street’s average recommendation remains equivalent to Buy, but the usefulness of that signal is limited because analyst ratings can be overly optimistic. Brokers Suggest Investing in UnitedHealth
• Negative Sentiment: UNH has gained about 41% since early March, and some analysts argue the share price already reflects much of the turnaround. Margins have not recovered as fully as the stock, raising the risk of disappointment if earnings improvement slows. UnitedHealth Stock Recovered Before Its Margins Did

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction 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 owned 15,328 shares in the company, 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 Securities & Exchange Commission, which is available through this link. 0.19% of the stock is currently owned by corporate insiders.

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.