17,317 Shares in UnitedHealth Group Incorporated $UNH Acquired by Harber Asset Management LLC

Harber Asset Management LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 17,317 shares of the healthcare conglomerate’s stock, valued at approximately $7,197,000. UnitedHealth Group makes up about 4.3% of Harber Asset Management LLC’s investment portfolio, making the stock its 4th largest position.

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

Analyst Ratings Changes

Several analysts have recently issued reports on UNH shares. Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their price target for the stock from $287.00 to $453.00 in a research note on Thursday, July 16th. Weiss Ratings lowered UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a report on Thursday, July 16th. Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Finally, Barclays lifted their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Two equities research 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 data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $455.92.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 500 shares of the business’s 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 transaction, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 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: 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 Stock Performance

Shares of NYSE UNH opened at $390.94 on Monday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $350.90 billion, a P/E ratio of 25.16, a P/E/G ratio of 1.35 and a beta of 0.62. The business’s 50 day moving average is $413.99 and its two-hundred day moving average is $356.45.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping 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%. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter last year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts expect that UnitedHealth Group Incorporated will post 19.81 EPS 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%.

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.