Meeder Asset Management Inc. Grows Position in UnitedHealth Group Incorporated $UNH

Meeder Asset Management Inc. boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 127.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 41,792 shares of the healthcare conglomerate’s stock after acquiring an additional 23,452 shares during the period. UnitedHealth Group accounts for about 0.9% of Meeder Asset Management Inc.’s portfolio, making the stock its 24th biggest holding. Meeder Asset Management Inc.’s holdings in UnitedHealth Group were worth $17,370,000 at the end of the most recent reporting period.

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

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $384.60 on Friday. 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 one year low of $255.96 and a one year high of $461.62. The company has a 50-day simple moving average of $414.33 and a 200-day simple moving average of $355.71. The stock has a market capitalization of $345.21 billion, a price-to-earnings ratio of 24.75, a PEG ratio of 1.35 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 EPS. The firm’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. On average, analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a dividend of $2.32 per share. 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 (DPR) is currently 59.72%.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on UNH shares. TD Cowen upped their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Leerink Partners boosted 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. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Finally, Truist Financial raised their price target on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the transaction, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

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.