Mitsubishi UFJ Trust & Banking Corp Sells 38,764 Shares of UnitedHealth Group Incorporated $UNH

Mitsubishi UFJ Trust & Banking Corp decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 7.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 506,486 shares of the healthcare conglomerate’s stock after selling 38,764 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in UnitedHealth Group were worth $210,511,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group in the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group during the 4th quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Down 0.4%

UNH stock opened at $394.16 on Wednesday. The business’s 50 day simple moving average is $415.15 and its 200 day simple moving average is $354.35. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a market capitalization of $353.80 billion, a PE ratio of 25.36, a PEG ratio of 1.40 and a beta of 0.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during 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 company’s revenue for the quarter was up .4% compared to the same quarter last year. During the same period in the previous year, the business posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be issued a $2.32 dividend. 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 is currently 59.72%.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent research reports. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. KeyCorp raised their price target on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Leerink Partners increased their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a report on Wednesday, June 17th. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a report on Wednesday, April 22nd. Finally, Truist Financial lifted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

More UnitedHealth Group News

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

• Positive Sentiment: Wall Street analysts remain broadly optimistic on UnitedHealth (UNH), with the average brokerage recommendation indicating a favorable view. However, analyst ratings can be subject to overly positive bias. Wall Street Bulls Look Optimistic About UnitedHealth
• Positive Sentiment: UnitedHealth authorized a dividend, reinforcing shareholder returns and potentially supporting investor confidence while the company faces broader governance scrutiny. UnitedHealth Authorizes Dividend Amid Governance Lawsuit
• Neutral Sentiment: The reported guilty plea by Luigi Mangione in the federal case involving the killing of former UnitedHealthcare CEO Brian Thompson could provide additional legal clarity, but the direct effect on UnitedHealth’s operations and valuation appears limited. Luigi Mangione Reportedly Set to Plead Guilty
• Neutral Sentiment: An analysis argues that much of UnitedHealth’s expected margin recovery may already be reflected in the stock, making future revenue and membership growth important tests for further upside. UnitedHealth Margin Recovery Is Priced In
• Negative Sentiment: A shareholder lawsuit alleges that UnitedHealth executives ignored governance and cybersecurity weaknesses, discontinued an internal Medicare billing audit and failed to address risks preceding the Change Healthcare cyberattack. The allegations could increase litigation, regulatory and reputational risks. Investor Suit Says UnitedHealth Ignored Governance and Cybersecurity Gaps
• Negative Sentiment: A related derivative suit reportedly says patients won about 90% of appeals against coverage denials generated by an artificial-intelligence system and alleges executives knew about the issue. If substantiated, the claims could bring additional compliance costs, damages and scrutiny. UNH Patients Win 90 Percent of AI Denial Appeals

Insider Activity

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 stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer owned 16,497 shares of the company’s stock, valued at approximately $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group 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.