NS Partners Ltd Has $57.91 Million Stock Position in UnitedHealth Group Incorporated $UNH

NS Partners Ltd decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 139,338 shares of the healthcare conglomerate’s stock after selling 8,617 shares during the quarter. UnitedHealth Group comprises about 2.5% of NS Partners Ltd’s portfolio, making the stock its 11th biggest holding. NS Partners Ltd’s holdings in UnitedHealth Group were worth $57,913,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $4,376,167,000. Corient Private Wealth LP acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $245,516,000. Legal & General Group Plc acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $2,444,928,000. Jupiter Topco LLC bought a new position in shares of UnitedHealth Group during the second quarter valued at $2,019,844,000. Finally, BlackRock Inc. increased its holdings 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 period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $389.92 on Tuesday. The stock has a market cap of $349.99 billion, a P/E ratio of 25.09, a price-to-earnings-growth ratio of 1.36 and a beta of 0.62. 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 Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The firm’s fifty day moving average price is $412.95 and its 200-day moving average price is $361.54.

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 analysts’ consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion during 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 company’s revenue for the quarter was up .4% compared to the same quarter last year. During the same period in the prior year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Insider Activity

In related news, CEO Patrick Hugh 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 completion of the transaction, 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on UNH. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Weiss Ratings downgraded UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Finally, Robert W. Baird upgraded UnitedHealth Group from an “underperform” rating to a “neutral” rating and increased their price objective for the stock from $287.00 to $453.00 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 given a Hold rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $456.56.

About UnitedHealth Group

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.