KPP Advisory Services LLC Has $1.74 Million Stake in UnitedHealth Group Incorporated $UNH

KPP Advisory Services LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 34.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,411 shares of the healthcare conglomerate’s stock after purchasing an additional 1,640 shares during the quarter. KPP Advisory Services LLC’s holdings in UnitedHealth Group were worth $1,735,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of UNH. Vanguard Group Inc. increased its stake in shares of UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. State Street Corp lifted its stake in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors increased its position in UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after buying an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD increased its stake in UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after purchasing an additional 680,077 shares in the last quarter. Finally, Capital International Investors increased its holdings in UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH opened at $426.67 on Thursday. The company’s 50-day simple moving average is $389.88 and its two-hundred day simple moving average is $334.43. The stock has a market capitalization of $387.47 billion, a P/E ratio of 32.23, a P/E/G ratio of 1.67 and a beta of 0.62. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $428.02. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The business’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

Analyst Ratings Changes

UNH has been the topic of a number of recent analyst reports. Oppenheimer raised their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. UBS Group upped their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Leerink Partners upped their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Morgan Stanley boosted their price target on shares of UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a research note on Tuesday. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $411.42.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.28% of the stock is owned by corporate insiders.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s coverage of Guardant Health’s Shield blood test for colorectal cancer screening could support member growth and reinforce UNH’s position in preventive care, while also signaling adoption of a new, high-profile screening product. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends, which suggests better-than-expected near-term profitability. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: Technical momentum remains strong, with reports noting UNH has rallied sharply, formed a golden cross, and recently traded near its highs for the year, which can attract additional trend-following buyers. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced a $385,000 investment in local support programs for older adults, caregivers, and people with disabilities. The move is positive reputationally, but it is unlikely to materially affect earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Negative Sentiment: A court dismissal of the PBMs’ lawsuit against the FTC keeps regulatory pressure in focus for Optum Rx and the broader pharmacy-benefit manager industry, which could be a headwind for sentiment around UNH’s services segment. Court dismisses PBMs’ lawsuit against FTC following insulin settlements
• Negative Sentiment: One article frames UNH as facing a “Medicare reset,” pointing to potential changes or pressure in Medicare-related dynamics that could weigh on valuation if margins or growth expectations soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

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.