2,428 Shares in UnitedHealth Group Incorporated $UNH Acquired by Patron Partners LLC

Patron Partners LLC bought a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,428 shares of the healthcare conglomerate’s stock, valued at approximately $1,009,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC raised 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 buying an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Nalls Sherbakoff Group LLC purchased a new position in UnitedHealth Group during the fourth quarter worth $27,000. Finally, Lifetime Wealth Management P.C. bought a new position in UnitedHealth Group during the 4th quarter valued at about $29,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Up 0.2%

Shares of UNH stock opened at $390.94 on Monday. 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 company has a market cap of $350.90 billion, a price-to-earnings ratio of 25.16, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. The stock’s fifty day moving average price is $413.99 and its 200 day moving average price is $356.45. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for 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 revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group’s payout ratio is 59.72%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares of the company’s stock, valued at approximately $6,763,770. The trade was a 2.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.19% of the stock is owned by company insiders.

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

Analyst Ratings Changes

Several equities analysts have commented on UNH shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their price objective for the company from $287.00 to $453.00 in a report on Thursday, July 16th. TD Cowen lifted their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. UBS Group increased their price target on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Finally, Leerink Partners raised their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $455.92.

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.