MJP Associates Inc. ADV Purchases New Position in UnitedHealth Group Incorporated $UNH

MJP Associates Inc. ADV acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,005 shares of the healthcare conglomerate’s stock, valued at approximately $1,664,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. PBCay One RSC Ltd acquired a new stake in UnitedHealth Group during the 1st quarter valued at $14,343,000. Vaughan David Investments LLC IL boosted its position in UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after buying an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its stake in shares of UnitedHealth Group by 1,287.2% during the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after acquiring an additional 55,695 shares in the last quarter. Kinsale Capital Group Inc. lifted its stake in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after acquiring an additional 4,557 shares in the last quarter. Finally, Kelleher Financial Advisors grew its stake in UnitedHealth Group by 135.9% during the 2nd quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock valued at $2,284,000 after purchasing an additional 3,166 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the 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 sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

UNH has been the topic of a number of recent analyst reports. Oppenheimer upped their target price on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Royal Bank Of Canada upped their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Finally, Leerink Partners lifted their price target on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Two 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 company currently has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $390.94 on Friday. 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 has a fifty day moving average price of $413.99 and a two-hundred day moving average price of $355.96. The company has a market cap of $350.90 billion, a PE ratio of 25.16, a P/E/G ratio of 1.36 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share 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 company had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the company earned $4.08 earnings per share. The firm’s 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 expect that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders 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 yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

UnitedHealth Group News Summary

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

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.