Groupama Asset Managment Has $15.43 Million Position in UnitedHealth Group Incorporated $UNH

Groupama Asset Managment decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 57,020 shares of the healthcare conglomerate’s stock after selling 2,368 shares during the period. Groupama Asset Managment’s holdings in UnitedHealth Group were worth $15,429,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in UNH. Vanguard Group Inc. boosted its stake in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. State Street Corp raised its stake in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares during the last quarter. Capital World Investors boosted its position in shares of UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after buying an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD raised its position in UnitedHealth Group by 3.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after buying an additional 680,077 shares during the last quarter. Finally, Capital International Investors lifted its stake in UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after acquiring an additional 1,155,162 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Truist Financial increased their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. BMO Capital Markets set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research report on Wednesday, April 22nd. KeyCorp upped their target price on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Finally, TD Cowen lifted their price target on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $455.92.

UnitedHealth Group Stock Down 1.6%

UNH stock opened at $414.82 on Friday. The stock has a fifty day moving average of $411.39 and a 200-day moving average of $348.26. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $461.62. The company has a market capitalization of $376.72 billion, a price-to-earnings ratio of 26.69, a PEG ratio of 1.46 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion for the quarter, compared to the consensus estimate 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 was up .4% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.08 earnings per share. 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 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analysts at Zacks Research raised EPS forecasts for several future periods, including Q3 2026, Q1 2027, Q3 2027, Q4 2027, and Q1 2028. Zacks maintained a “Strong Buy” rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Erste Group Bank increased its FY2026 EPS estimate to $19.85 from $18.33 and its FY2027 estimate to $22.44 from $20.87, maintaining a “Buy” rating. MarketBeat UnitedHealth analyst estimates
• Positive Sentiment: Recent coverage highlights UNH’s second-quarter earnings beat, lower medical-cost ratio, improved margins, and raised 2026 guidance as evidence that the company’s turnaround is gaining traction. Its diversified Optum platform and growing use of artificial intelligence are also viewed as longer-term strengths. UnitedHealth turnaround signal
• Positive Sentiment: A separate valuation update lifted the estimated fair value from $424.23 to $475.23, reflecting improved Medicare Advantage and Optum Health assumptions. The average brokerage recommendation remains equivalent to “Buy,” although the usefulness of broadly positive analyst ratings is questioned. UnitedHealth fair value update
• Neutral Sentiment: Commentary says the recent stock advance reflects a Medicare Advantage repricing strategy that management outlined months earlier, suggesting the market is reassessing earnings power rather than responding to a new operational announcement. UnitedHealth Medicare Advantage repricing analysis
• Negative Sentiment: Zacks reduced its Q4 2026 EPS estimate to $2.25 from $2.47 and trimmed its Q2 2028 forecast to $5.84 from $5.92. These isolated cuts may be contributing to caution even as the firm remains bullish overall.
• Negative Sentiment: UnitedHealth faces scrutiny over surprise-billing dispute costs, while broader risks include commercial-market trends, Medicaid exposure, and regulation. Medicare Advantage insurers are also redesigning 2027 plans, potentially affecting enrollment, benefits, and member retention. Cigna and UnitedHealth cost coverage

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.