Johnson Financial Group Inc. Takes $6.31 Million Position in UnitedHealth Group Incorporated $UNH

Johnson Financial Group Inc. acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 15,176 shares of the healthcare conglomerate’s stock, valued at approximately $6,308,000.

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

UnitedHealth Group Trading Up 1.6%

Shares of UNH stock opened at $390.94 on Friday. The stock has a fifty day simple moving average of $413.99 and a two-hundred day simple moving average of $355.96. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The firm has a market capitalization of $350.90 billion, a PE ratio of 25.16, a PEG ratio of 1.36 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 (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the company posted $4.08 earnings per share. The business’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 19.81 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on UNH shares. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Mizuho boosted their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Finally, UBS Group boosted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $455.92.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 500 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at approximately $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.19% of the company’s stock.

UnitedHealth Group News Roundup

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 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.