Opal Capital LLC Has $9.45 Million Stake in UnitedHealth Group Incorporated $UNH

Opal Capital LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 196.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,927 shares of the healthcare conglomerate’s stock after purchasing an additional 23,152 shares during the period. UnitedHealth Group makes up about 1.7% of Opal Capital LLC’s portfolio, making the stock its 11th biggest holding. Opal Capital LLC’s holdings in UnitedHealth Group were worth $9,451,000 at the end of the most recent reporting period.

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on UNH shares. JPMorgan Chase & Co. upped their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Barclays upped their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Jefferies Financial Group raised their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $455.92.

UnitedHealth Group Stock Performance

NYSE UNH opened at $428.94 on Wednesday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $461.62. The stock has a market cap of $389.54 billion, a PE ratio of 27.60, a PEG ratio of 1.45 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The firm’s fifty day moving average price is $409.32 and its two-hundred day moving average price is $346.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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 return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the company posted $4.08 EPS. UnitedHealth Group’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, equities analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

More UnitedHealth Group News

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

• Positive Sentiment: Major Q2 earnings beat supports the rally. UnitedHealth reported adjusted earnings of $6.38 per share versus the $4.94 consensus estimate, while revenue reached $112.03 billion, above expectations of $110.81 billion. Management maintained 2026 adjusted EPS guidance of $19.50 to $20.00, reinforcing confidence in the recovery. What’s next for UnitedHealth after its major Q2 earnings beat
• Positive Sentiment: Improved medical costs and conservative guidance are encouraging investors. The company’s improved medical loss ratio helped results, and some investors view the cautious outlook as a buffer against future volatility. However, part of the margin improvement came from exiting unprofitable markets rather than broad-based operating gains. UnitedHealth Group Stock Opinions on Q2 Earnings Beat
• Positive Sentiment: The stock’s rebound after Berkshire Hathaway’s exit is being viewed favorably. Commentary noting that Berkshire likely sold too early highlights renewed investor confidence in UNH, though it does not change the company’s fundamentals. UnitedHealth Stock Has Rallied Big Since Berkshire Bailed
• Neutral Sentiment: Medicare Part D pricing creates both opportunity and risk. The planned expiration of federal subsidies could lead to higher premiums for stand-alone Medicare drug plans next year. Higher pricing may support insurers’ revenue, but it could also reduce affordability and enrollment, creating uncertainty for UnitedHealth’s Medicare business. Why Prices Could Rise for Medicare Drug Plans Next Year
• Negative Sentiment: Medicaid pressure and questions about earnings durability remain risks. Analysts have noted that market exits contributed to the better medical loss ratio, while Medicaid challenges and the stock’s rapid advance could limit additional near-term upside. UnitedHealth Pulls Back Post 52-Week High

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.