Senator Investment Group LP Buys 151,677 Shares of UnitedHealth Group Incorporated $UNH

Senator Investment Group LP lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 433.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 186,677 shares of the healthcare conglomerate’s stock after purchasing an additional 151,677 shares during the period. UnitedHealth Group comprises approximately 2.8% of Senator Investment Group LP’s portfolio, making the stock its 10th largest holding. Senator Investment Group LP’s holdings in UnitedHealth Group were worth $77,589,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at $25,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the fourth 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. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group during the 4th quarter worth about $27,000. Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the 4th quarter worth about $29,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth about $30,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on UNH shares. JPMorgan Chase & Co. increased their price target on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Mizuho increased their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Piper Sandler set a $477.00 price target on shares of UnitedHealth Group in a research report on Thursday, July 16th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Finally, TD Cowen boosted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Two research 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. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $456.56.

UnitedHealth Group Stock Up 0.3%

UNH stock opened at $393.99 on Monday. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. 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 company has a market cap of $353.64 billion, a price-to-earnings ratio of 25.35, a price-to-earnings-growth ratio of 1.36 and a beta of 0.62. The company has a fifty day moving average price of $413.28 and a 200 day moving average price of $360.71.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the business 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. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be paid a $2.32 dividend. 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 (DPR) is 59.72%.

Insider Activity

In other 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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.19% of the company’s stock.

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.