4,048 Shares in UnitedHealth Group Incorporated $UNH Purchased by Dala Group LLC

Dala Group LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 4,048 shares of the healthcare conglomerate’s stock, valued at approximately $1,098,000. UnitedHealth Group makes up 0.9% of Dala Group LLC’s portfolio, making the stock its 24th biggest holding.

Several other hedge funds and other institutional investors have also recently modified their holdings of UNH. Norges Bank purchased a new stake in UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. T. Rowe Price Investment Management Inc. boosted its stake in UnitedHealth Group by 141.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after buying an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. raised its holdings in shares of UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after acquiring an additional 2,262,006 shares during the period. Bank of America Corp DE raised its stake in UnitedHealth Group by 21.8% during the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the period. Finally, Hsbc Holdings PLC increased its holdings in shares of UnitedHealth Group by 87.5% during the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after buying an additional 1,826,948 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. HSBC lifted their target price on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Piper Sandler set a $477.00 price target on shares of UnitedHealth Group in a research note on Thursday, July 16th. TD Cowen boosted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Truist Financial boosted their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Stock Performance

Shares of UNH opened at $414.82 on Friday. The stock has a 50-day simple moving average of $411.39 and a 200-day simple moving average of $348.26. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $461.62. The stock has a market capitalization of $376.72 billion, a PE ratio of 26.69, a PEG ratio of 1.44 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. 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: Analysts at Zacks Research raised EPS forecasts for several future periods, including Q3 2026, Q1 2027, Q3 2027, Q4 2027, and Q1 2028. Zacks maintained a “Strong Buy” rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $19.85 from $18.33 and its FY2027 estimate to $22.44 from $20.87, maintaining a “Buy” rating. MarketBeat UnitedHealth analyst estimates
• Positive Sentiment: Recent coverage highlights UNH’s second-quarter earnings beat, lower medical-cost ratio, improved margins, and raised 2026 guidance as evidence that the company’s turnaround is gaining traction. Its diversified Optum platform and growing use of artificial intelligence are also viewed as longer-term strengths. UnitedHealth turnaround signal
• Positive Sentiment: A separate valuation update lifted the estimated fair value from $424.23 to $475.23, reflecting improved Medicare Advantage and Optum Health assumptions. The average brokerage recommendation remains equivalent to “Buy,” although the usefulness of broadly positive analyst ratings is questioned. UnitedHealth fair value update
• Neutral Sentiment: Commentary says the recent stock advance reflects a Medicare Advantage repricing strategy that management outlined months earlier, suggesting the market is reassessing earnings power rather than responding to a new operational announcement. UnitedHealth Medicare Advantage repricing analysis
• Negative Sentiment: Zacks reduced its Q4 2026 EPS estimate to $2.25 from $2.47 and trimmed its Q2 2028 forecast to $5.84 from $5.92. These isolated cuts may be contributing to caution even as the firm remains bullish overall.
• Negative Sentiment: UnitedHealth faces scrutiny over surprise-billing dispute costs, while broader risks include commercial-market trends, Medicaid exposure, and regulation. Medicare Advantage insurers are also redesigning 2027 plans, potentially affecting enrollment, benefits, and member retention. Cigna and UnitedHealth cost coverage

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.