Ieq Capital LLC Takes Position in UnitedHealth Group Incorporated $UNH

Ieq Capital LLC purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 179,199 shares of the healthcare conglomerate’s stock, valued at approximately $74,480,000.

Several other hedge funds also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC lifted its stake in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the 4th quarter valued at approximately $27,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the 4th quarter worth $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 0.2%

UNH stock opened at $390.94 on Monday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The stock has a market capitalization of $350.90 billion, a P/E ratio of 25.16, a PEG ratio of 1.35 and a beta of 0.62. The company has a 50 day moving average price of $413.99 and a two-hundred day moving average price of $356.45. 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 quarterly earnings data 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 analysts’ expectations of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business’s revenue was up .4% on a year-over-year basis. During the same quarter last year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.81 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued 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 is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Wall Street Analyst Weigh In

A number of research firms recently commented on UNH. Piper Sandler set a $477.00 price objective on shares of UnitedHealth Group in a report on Thursday, July 16th. Wells Fargo & Company boosted their price target on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. HSBC raised their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, DA Davidson set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $455.92.

Key Stories Impacting UnitedHealth Group

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

Insider Activity

In related news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 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.