Liontrust Investment Partners LLP Sells 13,997 Shares of UnitedHealth Group Incorporated $UNH

Liontrust Investment Partners LLP reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 42.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,679 shares of the healthcare conglomerate’s stock after selling 13,997 shares during the quarter. Liontrust Investment Partners LLP’s holdings in UnitedHealth Group were worth $5,054,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Western Wealth Management LLC boosted its position in UnitedHealth Group by 61.3% during the 1st quarter. Western Wealth Management LLC now owns 13,769 shares of the healthcare conglomerate’s stock worth $3,726,000 after acquiring an additional 5,232 shares during the last quarter. Silicon Valley Capital Partners lifted its position in shares of UnitedHealth Group by 1,605.9% in the first quarter. Silicon Valley Capital Partners now owns 34,271 shares of the healthcare conglomerate’s stock worth $9,273,000 after purchasing an additional 32,262 shares in the last quarter. Paragon Private Wealth Management LLC grew its position in UnitedHealth Group by 3.6% in the first quarter. Paragon Private Wealth Management LLC now owns 1,346 shares of the healthcare conglomerate’s stock valued at $364,000 after purchasing an additional 47 shares in the last quarter. Bank of America Corp DE increased its stake in 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 buying an additional 2,097,859 shares during the last quarter. Finally, Strait & Sound Wealth Management LLC acquired a new position in shares of UnitedHealth Group during the 1st quarter worth about $248,000. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the topic of several analyst reports. UBS Group upped their target price on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a research report on Thursday, July 16th. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Finally, Barclays increased their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $455.92.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth reported second-quarter revenue of $112.03 billion and adjusted EPS of $6.38, well above the $4.94 consensus estimate. Management also maintained 2026 EPS guidance of $19.50–$20.00, reinforcing expectations that profitability is recovering. UnitedHealth Just Gave Wall Street a Clearer Turnaround Signal
• Positive Sentiment: Improved margins and a lower medical cost ratio indicate that UnitedHealth’s cost-control initiatives are gaining traction after the company’s difficult 2025 performance. Continued share repurchases and a higher earnings outlook add support to the investment case. UnitedHealth’s Cost-Control Story is Gaining Momentum
• Positive Sentiment: Analyst sentiment has improved: Erste Group raised its 2026 EPS estimate to $19.85 from $18.33 and its 2027 estimate to $22.44 from $20.87, retaining a Buy rating. Another valuation update lifted fair value to $475.23 from $424.23, citing Q2 performance and better Medicare Advantage and Optum Health assumptions. UnitedHealth Group Stock Sees Fair Value Lift
• Neutral Sentiment: Brokerages currently give UNH a consensus “Moderate Buy” rating, suggesting constructive—but not unanimous—expectations for the recovery. UnitedHealth Given Moderate Buy Recommendation
• Negative Sentiment: Investors still face risks from commercial-insurance trends, Medicaid performance, regulatory scrutiny and elevated medical costs, including expenses related to surprise-billing dispute resolutions. These issues could limit the pace of the turnaround.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $421.48 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66. The company has a market capitalization of $382.76 billion, a P/E ratio of 27.12, a P/E/G ratio of 1.46 and a beta of 0.62. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62. The stock has a 50 day moving average of $410.86 and a 200-day moving average of $347.79.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the firm posted $4.08 EPS. The company’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 19.71 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio 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.