5,828 Shares in UnitedHealth Group Incorporated $UNH Purchased by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,828 shares of the healthcare conglomerate’s stock, valued at approximately $2,422,000.

Other hedge funds have also made changes to their positions in the company. LFG Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 3.3% in the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate’s stock valued at $355,000 after buying an additional 27 shares in the last quarter. Synergy Financial Group LTD increased its position in UnitedHealth Group by 3.1% in the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate’s stock valued at $369,000 after acquiring an additional 27 shares in the last quarter. Ares Financial Consulting LLC lifted its position in shares of UnitedHealth Group by 7.2% during the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate’s stock worth $174,000 after purchasing an additional 28 shares in the last quarter. Rockland Trust Co. increased its holdings in shares of UnitedHealth Group by 1.1% in the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate’s stock valued at $1,076,000 after purchasing an additional 29 shares in the last quarter. Finally, Matrix Trust Co increased its stake in shares of UnitedHealth Group by 24.8% in the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate’s stock valued at $61,000 after buying an additional 29 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Leerink Partners increased their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Weiss Ratings cut shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Finally, KeyCorp lifted their target price on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $455.92.

UnitedHealth Group Stock Performance

Shares of UNH opened at $390.94 on Monday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The firm has a 50-day moving average of $413.99 and a 200-day moving average of $356.45. The company has a market cap of $350.90 billion, a PE ratio of 25.16, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS 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 during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the company posted $4.08 earnings per share. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 19.81 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s payout ratio is 59.72%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by corporate insiders.

UnitedHealth Group News Roundup

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

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.