Fifth Third Bancorp boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 508,685 shares of the healthcare conglomerate’s stock after buying an additional 9,656 shares during the period. Fifth Third Bancorp’s holdings in UnitedHealth Group were worth $211,425,000 at the end of the most recent reporting period.
A number of other large investors have also made changes to their positions in UNH. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC lifted its holdings in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in shares of UnitedHealth Group during the fourth quarter valued at $27,000. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group in the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in UnitedHealth Group during the 4th quarter worth about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.
Insiders Place Their Bets
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.19% of the company’s stock.
Key Headlines Impacting UnitedHealth Group
- Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and signaling confidence in its financial position. However, the announcement comes amid an ongoing governance lawsuit, which may limit its positive impact. UnitedHealth Group Authorizes Dividend Amid Governance Lawsuit
- Positive Sentiment: Wall Street’s average brokerage recommendation remains favorable, suggesting analysts believe UnitedHealth’s valuation and earnings outlook could support the shares. The bullish view is tempered by the tendency of sell-side recommendations to skew optimistic. Wall Street Bulls Look Optimistic About UnitedHealth
- Neutral Sentiment: The expected guilty plea by Luigi Mangione in the federal case involving the killing of UnitedHealthcare CEO Brian Thompson could bring additional clarity to a high-profile event, but it does not materially change UnitedHealth’s operating outlook. Luigi Mangione Reportedly Set to Plead Guilty
- Negative Sentiment: A shareholder lawsuit alleges UnitedHealth misled investors, failed to address governance and cybersecurity weaknesses, and discontinued an internal Medicare billing audit before the Change Healthcare cyberattack. The claims increase potential legal, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
- Negative Sentiment: A derivative lawsuit reportedly says executives knew that patients won roughly 90% of appeals against AI-generated claim denials. The allegation raises concerns about the accuracy of automated utilization management, potential compliance costs and damage to UnitedHealth’s reputation. UNH Patients Win 90% of AI Denial Appeals
- Negative Sentiment: An investor analysis argues that margin recovery is already reflected in UnitedHealth’s valuation, leaving future earnings growth as the next major test. This limits upside if revenue or membership growth disappoints. UnitedHealth Margin Recovery Is Priced In
UnitedHealth Group Stock Performance
Shares of UNH opened at $395.02 on Tuesday. The firm has a market cap of $354.57 billion, a price-to-earnings ratio of 25.42, a price-to-earnings-growth ratio of 1.40 and a beta of 0.62. The company’s fifty day moving average is $415.52 and its 200-day moving average is $353.65. 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 Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the company posted $4.08 earnings per share. UnitedHealth Group’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.
UnitedHealth Group Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.
Analysts Set New Price Targets
A number of research firms have recently issued reports on UNH. Barclays increased their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Royal Bank Of Canada increased their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Leerink Partners increased their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Finally, Jefferies Financial Group boosted their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Two 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 company. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.
Get Our Latest Stock Analysis on UNH
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.
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