Meiji Yasuda Asset Management Co Ltd. Purchases Shares of 33,317 UnitedHealth Group Incorporated $UNH

Meiji Yasuda Asset Management Co Ltd. bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 33,317 shares of the healthcare conglomerate’s stock, valued at approximately $13,848,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in UNH. PBCay One RSC Ltd purchased a new position in shares of UnitedHealth Group during the first quarter valued at about $14,343,000. Lee Johnson Capital Management LLC bought a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $6,180,000. Vaughan David Investments LLC IL raised its position in shares of UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after acquiring an additional 3,934 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its stake in UnitedHealth Group by 1,287.2% in the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares during the period. Finally, Kinsale Capital Group Inc. lifted its position in UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after buying an additional 4,557 shares during the period. Institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the firm’s stock in a transaction 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 transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts recently issued reports on UNH shares. Wall Street Zen upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. HSBC upped their price target on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research note on Monday, July 6th. TD Cowen lifted their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Finally, Leerink Partners upped their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $456.56.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

UnitedHealth Group Stock Down 0.5%

UnitedHealth Group stock opened at $396.78 on Wednesday. The stock has a market cap of $356.14 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 1.38 and a beta of 0.62. 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 stock has a fifty day moving average of $413.51 and a 200 day moving average of $358.11. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Announces Dividend

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