QRG Capital Management Inc. Grows Stock Holdings in UnitedHealth Group Incorporated $UNH

by · The Markets Daily

QRG Capital Management Inc. grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 135,858 shares of the healthcare conglomerate’s stock after acquiring an additional 20,916 shares during the period. QRG Capital Management Inc.’s holdings in UnitedHealth Group were worth $56,467,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of UNH. Norges Bank purchased a new position in UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. Corient Private Wealth LP purchased a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $245,516,000. Legal & General Group Plc purchased a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $2,444,928,000. Jupiter Topco LLC purchased a new position in UnitedHealth Group during the second quarter worth $2,019,844,000. Finally, BlackRock Inc. boosted its stake in shares of UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after acquiring an additional 3,395,530 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 0.6%

Shares of UnitedHealth Group stock traded down $2.19 during trading hours on Wednesday, reaching $370.76. The stock had a trading volume of 3,859,184 shares, compared to its average volume of 7,514,413. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The firm has a market capitalization of $332.79 billion, a price-to-earnings ratio of 23.86, a P/E/G ratio of 1.42 and a beta of 0.61. The firm has a 50 day simple moving average of $401.67 and a two-hundred day simple moving average of $372.70.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. The firm 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%. The company’s revenue was up .4% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.85 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, September 14th. This represents a $9.28 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s payout ratio is presently 59.72%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

UnitedHealth Group News Roundup

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

  • Positive Sentiment: UnitedHealth’s turnaround plan is gaining credibility. Management previously indicated it would reduce membership in some areas to rebuild margins, and the strategy has helped drive a roughly 40% stock recovery since late March. Did UnitedHealth Name The Fix Before Its Stock Ran?
  • Positive Sentiment: Second-quarter operating earnings rose sharply, supported by margin improvement at UnitedHealthcare and Optum Health, cost controls, contract resets and technology efficiencies. Management raised its full-year adjusted EPS outlook to $19.50–$20.00, reinforcing expectations for earnings growth into 2027 and beyond. UnitedHealth: Margin Recovery And Earnings Growth Support Further Upside
  • Neutral Sentiment: UnitedHealth’s latest quarter exceeded expectations, with $6.38 in EPS and $112.03 billion in revenue. However, revenue growth was only about 0.4% year over year, meaning future upside depends heavily on sustaining margin gains.
  • Negative Sentiment: Analyst commentary favors Molina Healthcare’s Medicaid recovery, Medicare dual-eligible growth and contract wins over UnitedHealth’s broader but less focused recovery story. This relative preference may be limiting enthusiasm for UNH. UNH vs. MOH: Which Managed Care Stock Looks More Attractive?
  • Negative Sentiment: The main risk is medical-cost inflation: with sales nearly stagnant, higher-than-expected claims could quickly erode the margin recovery and challenge UnitedHealth’s $19.50–$20.00 EPS guidance. Can UNH Stock Keep Growing Earnings While Its Sales Stall?

Analyst Ratings Changes

A number of research analysts have issued reports on UNH shares. Mizuho upped their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. HC Wainwright set a $492.00 price target on UnitedHealth Group in a report on Wednesday, May 27th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a report on Thursday, July 16th. Truist Financial raised their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Finally, Bank of America reaffirmed a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $456.56.

Check Out Our Latest Analysis on UNH

UnitedHealth Group Profile

(Free Report)

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.

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