Danica Pension Livsforsikringsaktieselskab Makes New Investment in UnitedHealth Group Incorporated $UNH

Danica Pension Livsforsikringsaktieselskab 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 (SEC). The fund acquired 81,245 shares of the healthcare conglomerate’s stock, valued at approximately $33,768,000.

A number of other hedge funds also recently bought and sold shares of UNH. Norges Bank acquired a new position in UnitedHealth Group during the 4th quarter valued at $4,376,167,000. BlackRock Inc. lifted its position in shares of UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock worth $31,946,594,000 after buying an additional 3,395,530 shares during the period. T. Rowe Price Investment Management Inc. grew its position in UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after acquiring an additional 2,410,128 shares during the period. Cardano Risk Management B.V. grew its holdings in shares of UnitedHealth Group by 864.4% in the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares during the last quarter. Finally, Bank of America Corp DE grew its position in UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after acquiring an additional 2,097,859 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction 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 sale, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. This trade represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Weiss Ratings downgraded UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Truist Financial lifted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a report on Thursday, July 16th. JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Finally, Mizuho boosted their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. 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 company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $390.94 on Friday. The stock’s 50 day moving average price is $413.99 and its two-hundred day moving average price is $355.96. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The stock has a market capitalization of $350.90 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 1.34 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results 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 net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the business posted $4.08 EPS. The firm’s 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, equities analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Trending Headlines about UnitedHealth Group

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 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.