BOK Financial Private Wealth Inc. Makes New Investment in UnitedHealth Group Incorporated $UNH

BOK Financial Private Wealth Inc. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 2,062 shares of the healthcare conglomerate’s stock, valued at approximately $857,000.

A number of other large investors have also modified their holdings of UNH. Danica Pension Livsforsikringsaktieselskab purchased a new position in shares of UnitedHealth Group during the second quarter valued at $33,768,000. Danske Bank A S purchased a new position in UnitedHealth Group during the 2nd quarter valued at about $333,547,000. Diversify Advisory Services LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth approximately $13,947,000. Gables Capital Management Inc. purchased a new position in UnitedHealth Group during the second quarter valued at approximately $1,498,000. Finally, Investmark Advisory Group LLC purchased a new stake in UnitedHealth Group in the 2nd quarter worth approximately $241,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction that occurred 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 in the company, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

UNH has been the subject of several research reports. DA Davidson set a $512.00 price target on UnitedHealth Group in a report on Tuesday, July 21st. BMO Capital Markets set a $512.00 target price on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Royal Bank Of Canada lifted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Bank of America reaffirmed a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Finally, Mizuho increased their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $390.94 on Friday. The business has a fifty day moving average of $413.99 and a 200-day moving average of $355.96. The firm has a market cap of $350.90 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 1.34 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. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 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 analyst estimates 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 last year, the company earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors 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 yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is reportedly prioritizing Medicare Advantage profitability over rapid membership growth by tightening benefits, improving pricing and controlling costs. The strategy could support stronger margins and more sustainable earnings, even if enrollment growth moderates. Is UnitedHealth Finding a Better Path to Medicare Advantage Growth?
• Positive Sentiment: Zacks Research added UNH to its Rank #1, or “Strong Buy,” lists for overall stocks, value stocks and income stocks. The repeated favorable rankings may reinforce investor confidence in the shares. New Strong Buy Stocks for August 21st
• Positive Sentiment: Analysts raised several forward EPS estimates, including Q1 2028 to $7.36 from $6.78 and Q2 2028 to $7.19 from $5.84. A separate report also noted an increase in the Q1 EPS estimate, while Zacks maintained a Strong Buy rating. Q1 EPS Estimate for UnitedHealth Group Increased by Analyst
• Neutral Sentiment: Forecast revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 to $4.07 from $4.12, partially offsetting the increases for 2028.
• Negative Sentiment: Aon expects U.S. employer health-care costs to rise 9.5% in 2027. Persistent medical-cost inflation could pressure insurers’ margins and increase pricing, benefit and utilization-management challenges for UnitedHealth. AON Sees No Relief From Health-Cost Inflation

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.