Madison Asset Management LLC Purchases Shares of 42,380 UnitedHealth Group Incorporated $UNH

Madison Asset Management LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 42,380 shares of the healthcare conglomerate’s stock, valued at approximately $17,614,000.

A number of other large investors have also bought and sold shares of UNH. PBCay One RSC Ltd purchased a new stake in UnitedHealth Group in the first quarter worth $14,343,000. Vaughan David Investments LLC IL raised its holdings in UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after purchasing an additional 3,934 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its position in shares of UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares during the period. Kinsale Capital Group Inc. increased its position in shares of UnitedHealth Group by 13.4% during the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after buying an additional 4,557 shares during the period. Finally, Kelleher Financial Advisors lifted its holdings in UnitedHealth Group by 135.9% in the second quarter. Kelleher Financial Advisors now owns 5,495 shares of the healthcare conglomerate’s stock worth $2,284,000 after buying an additional 3,166 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 1.6%

UNH opened at $390.94 on Friday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve 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 firm has a 50 day moving average price of $413.99 and a 200-day moving average price of $355.96. The stock has a market capitalization of $350.90 billion, a price-to-earnings ratio of 25.16, a PEG ratio of 1.36 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 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The business had revenue of $112.03 billion during 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%. The firm’s revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 16,497 shares of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on UNH. Barclays upped their target price on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. DA Davidson set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Finally, Morgan Stanley lifted their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $455.92.

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 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.