Legal & General Group Plc Invests $2.44 Billion in UnitedHealth Group Incorporated $UNH

Legal & General Group Plc bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 5,882,462 shares of the healthcare conglomerate’s stock, valued at approximately $2,444,928,000. UnitedHealth Group comprises about 0.5% of Legal & General Group Plc’s investment portfolio, making the stock its 28th largest holding. Legal & General Group Plc owned 0.66% of UnitedHealth Group as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in shares of UnitedHealth Group during the second quarter worth about $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC purchased a new stake in UnitedHealth Group during the 2nd quarter worth approximately $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the business’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 transaction of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 1.1%

UnitedHealth Group stock opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The stock has a market capitalization of $359.78 billion, a PE ratio of 25.79, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The business has a 50 day simple moving average of $413.54 and a 200-day simple moving average of $359.04.

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 firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm’s revenue for the quarter was up .4% compared to the same quarter last year. During the same quarter last year, the company earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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 paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Weiss Ratings lowered UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. UBS Group raised their price target on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Finally, Bank of America reaffirmed a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Two equities research 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’s stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $456.56.

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.