American Investment Services Inc. Buys Shares of 3,802 UnitedHealth Group Incorporated $UNH

American Investment Services Inc. acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,802 shares of the healthcare conglomerate’s stock, valued at approximately $1,029,000.

A number of other hedge funds have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the fourth quarter valued at about $26,000. Anfield Capital Management LLC raised its holdings in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group in the fourth quarter valued at $27,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Down 1.1%

Shares of UNH opened at $431.68 on Thursday. The business’s 50 day simple moving average is $406.97 and its 200-day simple moving average is $344.46. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The company has a market capitalization of $392.02 billion, a P/E ratio of 27.78, a PEG ratio of 1.52 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 company 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 firm earned $4.08 earnings per share. The business’s 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, sell-side analysts predict that UnitedHealth Group Incorporated will post 19.65 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analysts and market-watchers highlighted improving earnings estimates for UnitedHealth, with Zacks upgrading UNH to a Strong Buy and noting that rising consensus forecasts could support more upside. Will UnitedHealth (UNH) Gain on Rising Earnings Estimates?
• Positive Sentiment: JPMorgan raised its price target on UNH to $516 and kept an overweight rating, signaling continued confidence in the company’s turnaround and earnings power. UnitedHealth Group had its price target raised by JPMorgan Chase & Co.
• Positive Sentiment: Recent commentary also pointed to strong quarterly results, raised guidance, and a $5 billion buyback authorization as catalysts that could support further gains in UNH. A $5 Billion Reason to Buy UnitedHealth Stock Here
• Positive Sentiment: UNH was also featured as a dividend and defensive healthcare name, reinforcing investor demand for stable cash flow and lower-volatility exposure. UnitedHealth Stock: Is It Headed for $500?
• Neutral Sentiment: CNBC’s “Final Trades” mention added visibility to UNH, but the item did not include a specific new thesis or company-specific development. Nvidia, Goldman Sachs, UnitedHealth and an Energy Stock on CNBC’s ‘Final Trades’
• Negative Sentiment: Some analysts cautioned that UNH’s rebound may not be linear and could face near-term consolidation, suggesting investors may see pauses or pullbacks even within a broader recovery. UnitedHealth: Recovery Unlikely To Be Linear – Near-Term Consolidation Risks
• Negative Sentiment: Broader healthcare commentary also noted skepticism around the sector’s AI story, which may weigh on sentiment for some healthcare names if investors view the narrative as overstated. Fishbone Advisors Survey: Institutional Investors See Healthcare’s AI Story as Overblown

Wall Street Analyst Weigh In

UNH has been the topic of several analyst reports. JPMorgan Chase & Co. boosted their price target on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday. Oppenheimer lifted their target price 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. Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Leerink Partners upped their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Finally, KeyCorp raised their target price on UnitedHealth Group from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

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.