Envestnet Asset Management Inc. Purchases 328,385 Shares of UnitedHealth Group Incorporated $UNH

Envestnet Asset Management Inc. increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,951,573 shares of the healthcare conglomerate’s stock after buying an additional 328,385 shares during the period. Envestnet Asset Management Inc. owned about 0.22% of UnitedHealth Group worth $811,130,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of UNH. PBCay One RSC Ltd purchased a new stake in UnitedHealth Group during the first quarter valued at approximately $14,343,000. Lee Johnson Capital Management LLC purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $6,180,000. Kinsale Capital Group Inc. grew its stake in UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after buying an additional 4,557 shares during the last quarter. Vaughan David Investments LLC IL raised its stake in UnitedHealth Group by 2.7% in the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after buying an additional 3,934 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its stake in shares of UnitedHealth Group by 1,287.2% during the first 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 acquiring an additional 55,695 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Insider Activity

In other news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Leerink Partners increased their price objective on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. Piper Sandler set a $477.00 price target on shares of UnitedHealth Group in a report on Thursday, July 16th. Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. 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, Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their target price for the company from $287.00 to $453.00 in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $456.56.

UnitedHealth Group Trading Down 0.6%

UNH traded down $2.19 on Wednesday, hitting $370.76. The company had a trading volume of 3,859,184 shares, compared to its average volume of 7,514,413. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market cap of $332.79 billion, a P/E ratio of 23.86, a PEG ratio of 1.42 and a beta of 0.61. The company’s fifty day moving average price is $401.67 and its 200 day moving average price is $372.70. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62.

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, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the firm earned $4.08 EPS. The firm’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th were given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.

UnitedHealth Group News Summary

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth’s turnaround plan is gaining credibility. Management previously indicated it would reduce membership in some areas to rebuild margins, and the strategy has helped drive a roughly 40% stock recovery since late March. Did UnitedHealth Name The Fix Before Its Stock Ran?
• Positive Sentiment: Second-quarter operating earnings rose sharply, supported by margin improvement at UnitedHealthcare and Optum Health, cost controls, contract resets and technology efficiencies. Management raised its full-year adjusted EPS outlook to $19.50–$20.00, reinforcing expectations for earnings growth into 2027 and beyond. UnitedHealth: Margin Recovery And Earnings Growth Support Further Upside
• Neutral Sentiment: UnitedHealth’s latest quarter exceeded expectations, with $6.38 in EPS and $112.03 billion in revenue. However, revenue growth was only about 0.4% year over year, meaning future upside depends heavily on sustaining margin gains.
• Negative Sentiment: Analyst commentary favors Molina Healthcare’s Medicaid recovery, Medicare dual-eligible growth and contract wins over UnitedHealth’s broader but less focused recovery story. This relative preference may be limiting enthusiasm for UNH. UNH vs. MOH: Which Managed Care Stock Looks More Attractive?
• Negative Sentiment: The main risk is medical-cost inflation: with sales nearly stagnant, higher-than-expected claims could quickly erode the margin recovery and challenge UnitedHealth’s $19.50–$20.00 EPS guidance. Can UNH Stock Keep Growing Earnings While Its Sales Stall?

UnitedHealth Group Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.