UnitedHealth Group Incorporated $UNH Stock Holdings Raised by Victrix Investment Advisors

Victrix Investment Advisors boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,443 shares of the healthcare conglomerate’s stock after acquiring an additional 1,875 shares during the quarter. UnitedHealth Group accounts for 4.1% of Victrix Investment Advisors’ portfolio, making the stock its 7th biggest holding. Victrix Investment Advisors’ holdings in UnitedHealth Group were worth $9,744,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. Norges Bank purchased a new stake in UnitedHealth Group in the 4th quarter valued at about $4,376,167,000. T. Rowe Price Investment Management Inc. raised its stake in shares of UnitedHealth Group by 141.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after acquiring an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. grew its stake in UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares in the last quarter. Bank of America Corp DE increased its holdings in UnitedHealth Group by 21.8% during the 1st quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the period. Finally, Hsbc Holdings PLC lifted its holdings in shares of UnitedHealth Group by 87.5% in the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after buying an additional 1,826,948 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the sale, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted as a leading long-term value stock by Zacks, supporting the view that its scale, diversified healthcare operations and earnings potential could appeal to long-term investors. Why UnitedHealth Group Is a Top Value Stock for the Long-Term
• Positive Sentiment: UNH was included among healthcare stocks benefiting from strengthening defensive demand and improving earnings expectations. The company’s recent quarterly results also exceeded consensus estimates, with earnings of $6.38 per share versus expectations of $4.94, while maintaining 2026 earnings guidance of $19.50 to $20.00 per share. 4 Healthcare Stocks to Watch as Defensive Demand Strengthens
• Positive Sentiment: A separate report said UnitedHealth is regaining investor favor after a volatile period, suggesting improving sentiment around the company’s outlook and recovery potential. Why UnitedHealth Group Is Regaining Favor After a Volatile Stretch
• Neutral Sentiment: UnitedHealth was described as the leader of its health-insurance peer group, but investors are paying a premium for that perceived quality. The valuation could remain justified if the company sustains superior execution, though it may limit further upside if growth slows. UNH Leads Its Peer Group. You Pay For That
• Negative Sentiment: CEO Patrick Hugh Conway sold 500 UNH shares for approximately $205,000, reducing his direct holdings by 2.94%. The sale is relatively small compared with his remaining stake, but insider selling can create a modest sentiment headwind. SEC Insider Transaction Filing

UnitedHealth Group Stock Up 0.6%

Shares of UnitedHealth Group stock opened at $406.54 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $369.20 billion, a P/E ratio of 26.16, a PEG ratio of 1.40 and a beta of 0.62. The firm’s 50 day moving average price is $414.09 and its 200-day moving average price is $350.83. UnitedHealth Group Incorporated has a 52-week low of $244.37 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. During the same period last year, the firm earned $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on UNH. KeyCorp lifted their price objective on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. JPMorgan Chase & Co. raised their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research report on Tuesday, July 21st. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a research report on Wednesday, April 22nd. Barclays lifted their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a report on Monday, July 20th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $455.92.

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.