Mattern Capital Management LLC boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 48.4% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 38,785 shares of the healthcare conglomerate’s stock after acquiring an additional 12,654 shares during the quarter. UnitedHealth Group makes up 1.3% of Mattern Capital Management LLC’s investment portfolio, making the stock its 22nd biggest position. Mattern Capital Management LLC’s holdings in UnitedHealth Group were worth $10,495,000 as of its most recent SEC filing.
Other hedge funds have also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at $26,000. Anfield Capital Management LLC lifted its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group during the fourth quarter worth about $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.28% of the company’s stock.
UnitedHealth Group Trading Up 1.1%
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.
UnitedHealth Group Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change 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 2.2%. UnitedHealth Group’s dividend payout ratio is currently 70.09%.
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Wells Fargo raised its price target on UnitedHealth Group to $485 from $397 and kept an overweight rating, signaling confidence in further upside as the insurer’s recovery story gains traction. Benzinga report on Wells Fargo target increase
- Positive Sentiment: Several recent articles highlight UnitedHealth’s rally, stronger technical setup, and expectations that management has been improving medical cost control and execution, which has kept investors focused on the company’s long-term growth path. Invezz article on UNH chart and rally
- Positive Sentiment: Market commentary notes that the Trump administration’s higher-than-expected Medicare Advantage payment boost has also helped support the bullish case for managed-care stocks like UNH. Forbes article on insurer rebound
- Neutral Sentiment: Investors are waiting for second-quarter results to see whether UnitedHealth can maintain membership growth, manage rising medical costs, and meet earnings expectations after a period of volatility. Zacks article on Q2 earnings estimates
- Neutral Sentiment: There is also some debate around preventive-care coverage trends and whether expanded coverage for Guardant’s Shield test could alter UNH’s care narrative, though the direct stock impact is uncertain. Yahoo Finance article on Guardant Shield coverage
- Negative Sentiment: Some analysts and market watchers are warning that UNH’s sharp run-up could leave the stock vulnerable if earnings disappoint or if chart-based momentum fades after results. Kalkine article on UNH turning the corner
Analyst Ratings Changes
Several research analysts have recently commented on UNH shares. TD Cowen reissued a “buy” rating on shares of UnitedHealth Group in a research note on Monday, June 22nd. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a report on Wednesday, April 22nd. Barclays upped their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Weiss Ratings upgraded UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday. Finally, Oppenheimer upped their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $421.04.
Get Our Latest Stock Analysis on UnitedHealth Group
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.
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