Arizona State Retirement System Grows Position in UnitedHealth Group Incorporated $UNH

Arizona State Retirement System raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.5% during the second quarter, Holdings Channel.com reports. The firm owned 251,862 shares of the healthcare conglomerate’s stock after buying an additional 3,679 shares during the period. Arizona State Retirement System’s holdings in UnitedHealth Group were worth $104,681,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. California State Teachers Retirement System lifted its stake in shares of UnitedHealth Group by 41,749.2% during the 2nd quarter. California State Teachers Retirement System now owns 567,446,754 shares of the healthcare conglomerate’s stock worth $235,847,894,000 after purchasing an additional 566,090,823 shares during the period. BlackRock Inc. increased its stake in UnitedHealth Group by 4.6% in the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp boosted its stake in UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after buying an additional 1,119,834 shares during the last quarter. Capital World Investors grew its holdings in UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after buying an additional 824,120 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its holdings in shares of UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after acquiring an additional 680,077 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 1.0%

UNH stock traded up $4.12 during midday trading on Tuesday, hitting $401.25. 7,048,300 shares of the company’s stock were exchanged, compared to its average volume of 7,640,271. The stock has a market capitalization of $360.16 billion, a price-to-earnings ratio of 25.82, a price-to-earnings-growth 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. The firm has a 50 day moving average price of $411.20 and a 200-day moving average price of $365.42. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly 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 business 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 company earned $4.08 earnings per share. The business’s quarterly 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, analysts anticipate that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company 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 $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction 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 sale was disclosed in a filing with the SEC, which is available through this link. 0.19% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have weighed in on UNH. Leerink Partners increased their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Morgan Stanley increased their target price on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. JPMorgan Chase & Co. upped their price target on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 21st. Mizuho lifted their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Finally, Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $456.56.

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.