Paralel Advisors LLC boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 67.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,536 shares of the healthcare conglomerate’s stock after acquiring an additional 3,431 shares during the period. UnitedHealth Group accounts for about 0.1% of Paralel Advisors LLC’s investment portfolio, making the stock its 28th largest position. Paralel Advisors LLC’s holdings in UnitedHealth Group were worth $3,548,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of UNH. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter worth $25,000. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group in the fourth quarter worth about $27,000. Lifetime Wealth Management P.C. bought a new stake in UnitedHealth Group during the 4th quarter valued at about $29,000. Wilkerson Advisory Group LLC purchased a new stake in shares of UnitedHealth Group in the 4th quarter worth $30,000. Finally, Riggs Asset Managment Co. Inc. grew its position in shares of UnitedHealth Group by 69.4% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 105 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 43 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts recently weighed in on the stock. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Mizuho boosted their price objective on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a research note on Monday, July 20th. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Finally, Erste Group Bank downgraded shares of UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $456.56.
Insider Buying and Selling
In other news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares in the company, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.19% of the company’s stock.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Earnings and guidance have improved. UnitedHealth recently exceeded quarterly earnings and revenue expectations, raised its 2026 adjusted EPS outlook to $19.50–$20.00, and benefited from better medical-cost trends. Optum’s momentum and a greater focus on profitable businesses are also supporting the turnaround. UnitedHealth’s Earnings Beat And Cost Controls Could Be A Game Changer
- Positive Sentiment: Reducing prior authorizations could improve member and provider relationships. UnitedHealthcare plans to eliminate authorization requirements for roughly 1,700 services, including certain cardiology, laboratory, therapy, orthopedic and home-health procedures, beginning October 1. Less administrative friction could improve customer satisfaction, access to care and long-term retention. UnitedHealth Group To Cut Prior Authorizations For 1,700 Services
- Neutral Sentiment: Healthcare’s defensive characteristics may attract investors. Sector rotation driven by interest rates, oil prices and employment conditions could favor defensive healthcare stocks over higher-growth areas. However, analyst commentary remains mixed on whether UNH is still attractively valued after its roughly 39% six-month recovery.
- Negative Sentiment: Investors are questioning medical-cost discipline. Removing approval barriers may accelerate care and payments, but it could also weaken a key mechanism used to manage utilization and expenses. The market is watching whether faster approvals undermine margins. UnitedHealth Falls as 30% of Approval Barriers Vanish
- Negative Sentiment: Valuation leaves less room for disappointment. After a substantial rebound, UNH trades near $400 per share, leading some analysts to argue that investors have already priced in much of the recovery while margins and certain business challenges still need to improve.
UnitedHealth Group Trading Down 0.1%
NYSE UNH opened at $396.79 on Monday. The stock has a market cap of $356.15 billion, a P/E ratio of 25.53, a P/E/G ratio of 1.49 and a beta of 0.61. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a fifty day simple moving average of $411.65 and a two-hundred day simple moving average of $364.66.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm’s revenue was up .4% on a year-over-year basis. During the same period in the prior year, the firm earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.
UnitedHealth Group Announces Dividend
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 issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 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.
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