UnitedHealth Group Incorporated $UNH Stock Holdings Decreased by Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 40.6% in the 2nd quarter, Holdings Channel reports. The fund owned 3,930 shares of the healthcare conglomerate’s stock after selling 2,684 shares during the period. Longfellow Investment Management Co. LLC’s holdings in UnitedHealth Group were worth $1,633,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of UNH. Brighton Jones LLC boosted its position 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 acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of 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 purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group during the second quarter valued at approximately $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. TD Cowen increased their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Bank of America reaffirmed a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Mizuho lifted their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Oppenheimer raised their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Finally, Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Two equities research 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. According to MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $455.92.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. This trade 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 this hyperlink. 0.19% of the stock is currently owned by company insiders.

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

UnitedHealth Group Stock Performance

UNH opened at $388.03 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The firm has a market capitalization of $348.29 billion, a P/E ratio of 24.97, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62. The stock’s 50 day moving average price is $414.75 and its two-hundred day moving average price is $355.03. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.UnitedHealth Group’s revenue for the quarter was up .4% compared to the same quarter last year. During the same period in the prior year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

About UnitedHealth Group

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.