Landscape Capital Management L.L.C. Takes Position in UnitedHealth Group Incorporated $UNH

Landscape Capital Management L.L.C. acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 5,828 shares of the healthcare conglomerate’s stock, valued at approximately $2,422,000.

Several other hedge funds also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new position in shares of UnitedHealth Group in the fourth quarter worth $25,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in UnitedHealth Group during the fourth quarter valued at approximately $29,000. 87.86% of the stock is owned by institutional investors.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 16,497 shares in the company, valued at $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group News Roundup

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

Wall Street Analyst Weigh In

UNH has been the topic of several recent analyst reports. TD Cowen lifted their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a report on Wednesday, May 27th. Robert W. Baird raised shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their price target for the company from $287.00 to $453.00 in a report on Thursday, July 16th. Finally, DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Two 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, the company presently has an average rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Stock Up 0.2%

Shares of UnitedHealth Group stock opened at $390.94 on Monday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock’s 50-day moving average is $413.99 and its 200 day moving average is $356.45. The firm has a market cap of $350.90 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 1.35 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter last year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business 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. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group’s payout ratio is 59.72%.

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.