6,662 Shares in UnitedHealth Group Incorporated $UNH Bought by Te Ahumairangi Investment Management Ltd

Te Ahumairangi Investment Management Ltd bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, Holdings Channel reports. The fund bought 6,662 shares of the healthcare conglomerate’s stock, valued at approximately $2,769,000.

A number of other institutional investors also recently made changes to their positions in the business. BlackRock Inc. grew its position in shares of 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 grew its holdings in UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares in the last quarter. Capital World Investors lifted its position in shares of UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after purchasing an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in UnitedHealth Group by 3.7% during the 4th 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 buying an additional 680,077 shares during the last quarter. Finally, Capital International Investors raised its position in shares of UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after acquiring an additional 1,155,162 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

NYSE UNH opened at $396.78 on Wednesday. The firm has a market capitalization of $356.14 billion, a PE ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company’s 50 day simple moving average is $413.51 and its 200 day simple moving average is $358.11.

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 analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm’s quarterly revenue was up .4% on a year-over-year basis. During the same period last year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders 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 of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Analyst Ratings Changes

UNH has been the subject of several recent research reports. DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Truist Financial boosted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Finally, Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $456.56.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

Insider Activity

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is owned by corporate insiders.

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.