Vise Technologies Inc. bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 41,380 shares of the healthcare conglomerate’s stock, valued at approximately $17,199,000.
A number of other large investors have also made changes to their positions in the stock. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the fourth quarter worth about $25,000. Anfield Capital Management LLC lifted 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 valued at $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $27,000. Nalls Sherbakoff Group LLC purchased a new position in UnitedHealth Group in the 4th quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in UnitedHealth Group during the fourth quarter worth $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
- Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
- Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
- Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
- Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation
UnitedHealth Group Trading Up 1.6%
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 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 business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the firm posted $4.08 earnings per share. The company’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. Research analysts forecast that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current fiscal year.
UnitedHealth Group Dividend Announcement
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 paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is currently 59.72%.
Insider Activity at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth
UNH has been the subject of a number of research analyst reports. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and raised their price target for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. UBS Group lifted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Finally, Wells Fargo & Company lifted their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $455.92.
Get Our Latest Stock Report on UnitedHealth Group
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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