Illinois Municipal Retirement Fund Acquires 2,911 Shares of UnitedHealth Group Incorporated $UNH

Illinois Municipal Retirement Fund lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 5.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,715 shares of the healthcare conglomerate’s stock after purchasing an additional 2,911 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in UnitedHealth Group were worth $16,158,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group in the 4th quarter worth about $25,000. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $26,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group in the 4th quarter worth $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $287.00 to $453.00 in a research report on Thursday. TD Cowen raised their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday. Mizuho upped their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. Morgan Stanley increased their price target on UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Finally, HSBC increased their price objective on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Two equities research 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. According to MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $438.92.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth beat Q2 expectations on both earnings and revenue, with EPS of $6.38 versus estimates around $4.87-$4.94 and revenue of $112.03 billion topping forecasts. UnitedHealth Group Inc (UNH) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amidst Cost …
• Positive Sentiment: The company lifted its 2026 adjusted EPS guidance to $19.50-$20.00, above prior expectations, signaling improved confidence in profitability and operating execution. UnitedHealth raises 2026 forecast as it controls medical costs
• Positive Sentiment: Lower medical costs and stronger performance in Optum helped margins, suggesting UnitedHealth is better controlling expenses than investors feared. UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs
• Positive Sentiment: Several analyst notes turned more constructive after the report, including upgrades and higher price targets, which can add to momentum around the stock. Benzinga analyst update
• Neutral Sentiment: Broader market weakness did not stop the move, indicating UNH’s gains were driven mainly by company-specific results rather than the overall tape. Update: Wall Street Snaps Two-Day Advance as Chip-Related Stocks Slump

UnitedHealth Group Price Performance

Shares of UNH stock opened at $423.27 on Friday. The company’s 50-day simple moving average is $403.87 and its two-hundred day simple moving average is $341.69. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The company has a market capitalization of $384.39 billion, a P/E ratio of 31.97, a P/E/G ratio of 1.68 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.87 by $1.51. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.39 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s payout ratio is 70.09%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group 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.