Van Hulzen Asset Management LLC Invests $4.91 Million in UnitedHealth Group Incorporated $UNH

Van Hulzen Asset Management LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 11,817 shares of the healthcare conglomerate’s stock, valued at approximately $4,911,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC lifted its holdings in 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 buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the fourth quarter worth $27,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in UnitedHealth Group in the fourth quarter valued at $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on UNH. Oppenheimer increased their price target on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Robert W. Baird raised shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and raised their target price for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Barclays raised their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. 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 stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Stock Up 1.1%

UNH opened at $400.83 on Thursday. The stock has a market capitalization of $359.78 billion, a P/E ratio of 25.79, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62. 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 business’s 50-day simple moving average is $413.54 and its 200-day simple moving average is $359.04.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results 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 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 the consensus estimate of $110.81 billion. During the same quarter last year, the business posted $4.08 EPS. The firm’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a dividend of $2.32 per share. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.19% of the company’s stock.

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.