Primecap Management Co. CA Buys Shares of 144,121 UnitedHealth Group Incorporated $UNH

Primecap Management Co. CA acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 144,121 shares of the healthcare conglomerate’s stock, valued at approximately $59,901,000.

Several other institutional investors also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group in the 4th quarter worth approximately $25,000. Aberdeen Wealth Management LLC acquired a new position in UnitedHealth Group during the second quarter valued at approximately $31,000. Anfield Capital Management LLC lifted its stake in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group during the 4th quarter worth $27,000. 87.86% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. The trade was a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $400.83 on Thursday. The business’s 50 day moving average is $413.54 and its 200-day moving average is $359.04. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $359.78 billion, a PE ratio of 25.79, a PEG ratio of 1.37 and a beta of 0.62. 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 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 firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the company earned $4.08 earnings per share. The business’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. Sell-side analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 59.72%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Morgan Stanley lifted their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Truist Financial upped their price target on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. KeyCorp raised their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Barclays upped their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Finally, Wells Fargo & Company raised their price target on shares of 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 given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $456.56.

UnitedHealth Group Company 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.