Kentucky Farm Bureau Mutual Insurance Co Purchases Shares of 13,000 UnitedHealth Group Incorporated $UNH

Kentucky Farm Bureau Mutual Insurance Co purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 13,000 shares of the healthcare conglomerate’s stock, valued at approximately $5,403,000. UnitedHealth Group comprises about 1.5% of Kentucky Farm Bureau Mutual Insurance Co’s portfolio, making the stock its 13th largest position.

Several other large investors also recently bought and sold shares of UNH. Brighton Jones LLC lifted its stake in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its stake in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group during the 2nd quarter valued at about $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group in the second quarter worth about $356,000. Finally, Jump Financial LLC purchased a new stake in UnitedHealth Group in the second quarter valued at approximately $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction on Wednesday, August 5th. The shares were 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 of the company’s stock, valued at approximately $6,763,770. This trade represents a 2.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 1.6%

UNH opened at $390.94 on Friday. The company has a fifty day moving average of $413.99 and a two-hundred day moving average of $355.96. The stock has a market capitalization of $350.91 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 1.34 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two 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.

UnitedHealth Group (NYSE:UNH) last posted its earnings results 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 analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the company posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be paid a dividend of $2.32 per share. 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 dividend payout ratio is presently 59.72%.

Key UnitedHealth Group News

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

Analyst Ratings Changes

Several analysts have commented on UNH shares. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and lifted their price objective for the company from $287.00 to $453.00 in a research note on Thursday, July 16th. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. JPMorgan Chase & Co. upped their price target on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research note on Thursday, July 16th. Finally, HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Two investment 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 target price of $455.92.

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.