UnitedHealth Group Incorporated $UNH Shares Sold by SCS Capital Management LLC

SCS Capital Management LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 30.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,017 shares of the healthcare conglomerate’s stock after selling 1,292 shares during the quarter. SCS Capital Management LLC’s holdings in UnitedHealth Group were worth $1,254,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Norges Bank purchased a new position in UnitedHealth Group in the fourth quarter valued at about $4,376,167,000. T. Rowe Price Investment Management Inc. boosted its holdings in shares of 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 purchasing an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. lifted 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 boosted its holdings in shares of UnitedHealth Group by 21.8% in the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock valued at $3,169,606,000 after purchasing an additional 2,097,859 shares during the last quarter. Finally, Hsbc Holdings PLC lifted its stake in shares of UnitedHealth Group by 87.5% in the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock valued at $1,294,367,000 after purchasing an additional 1,826,948 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 1.5%

UNH opened at $388.03 on Thursday. The firm’s fifty day moving average price is $414.75 and its 200 day moving average price is $355.03. The stock has a market capitalization of $348.29 billion, a PE ratio of 24.97, a P/E/G ratio of 1.37 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last issued its 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 for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is 59.72%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its estimates for Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35, fiscal 2027 EPS to $22.28 and fiscal 2028 EPS to $25.74. Zacks maintained a “Strong-Buy” rating, signaling expectations for continued earnings recovery. Zacks Research earnings estimates
• Positive Sentiment: Valuation and operating trends could support a recovery. A Zacks analysis said improving medical costs, higher earnings estimates and shareholder capital returns make UnitedHealth appear reasonably valued at approximately 18.39 times forward earnings, although regulatory risks remain. UnitedHealth valuation analysis
• Positive Sentiment: The dividend remains a support for income-focused investors. UnitedHealth authorized a dividend while facing governance litigation, reinforcing its capital-return appeal, though the payout does not remove the company’s broader legal risks. UnitedHealth dividend authorization

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, the chief executive officer owned 16,497 shares of the company’s stock, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. 0.19% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on UNH shares. Barclays lifted their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research report on Monday, July 20th. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research report on Thursday, July 16th. Wall Street Zen upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Royal Bank Of Canada upped their price target on UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a report on Friday, July 17th. Finally, Truist Financial lifted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $455.92.

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.