Maple Rock Capital Partners Inc. Acquires 465,700 Shares of UnitedHealth Group Incorporated $UNH

Maple Rock Capital Partners Inc. lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 216.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 681,100 shares of the healthcare conglomerate’s stock after buying an additional 465,700 shares during the quarter. UnitedHealth Group comprises 5.6% of Maple Rock Capital Partners Inc.’s portfolio, making the stock its 3rd biggest holding. Maple Rock Capital Partners Inc.’s holdings in UnitedHealth Group were worth $283,086,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of UNH. Orgel Wealth Management LLC acquired a new position in shares of UnitedHealth Group during the second quarter worth approximately $235,000. JNBA Financial Advisors lifted its holdings in UnitedHealth Group by 1.7% during the 2nd quarter. JNBA Financial Advisors now owns 4,505 shares of the healthcare conglomerate’s stock worth $1,872,000 after buying an additional 76 shares in the last quarter. CTC Alternative Strategies Ltd. bought a new stake in shares of UnitedHealth Group during the second quarter worth $316,000. Oarsman Capital Inc. increased its position in UnitedHealth Group by 1.0% in the second quarter. Oarsman Capital Inc. now owns 4,497 shares of the healthcare conglomerate’s stock worth $1,869,000 after purchasing an additional 45 shares during the period. Finally, Rothschild Capital Partners LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter worth approximately $998,000. 87.86% of the stock is owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.19% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on UNH. Morgan Stanley raised their target price on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. KeyCorp upped their price objective on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. UBS Group lifted their target price on UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and increased their price target for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. Finally, DA Davidson set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Stock Performance

UNH opened at $389.92 on Tuesday. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The business’s fifty day moving average is $412.95 and its 200-day moving average is $361.54. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The firm has a market cap of $349.99 billion, a P/E ratio of 25.09, a price-to-earnings-growth ratio of 1.36 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business’s revenue for the quarter was up .4% on a year-over-year basis. During the same period 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. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors 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 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s payout ratio is 59.72%.

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.