Commerzbank Aktiengesellschaft FI lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 44.0% during the first quarter, HoldingsChannel reports. The firm owned 99,608 shares of the healthcare conglomerate’s stock after purchasing an additional 30,432 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in UnitedHealth Group were worth $26,953,000 as of its most recent filing with the SEC.
Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $4,376,167,000. T. Rowe Price Investment Management Inc. boosted its holdings in UnitedHealth Group by 141.9% in the 4th 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 purchasing an additional 2,410,128 shares during the period. Cardano Risk Management B.V. grew its position in UnitedHealth Group by 864.4% in the 4th 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 during the last quarter. Hsbc Holdings PLC raised its position in shares of UnitedHealth Group by 87.5% during the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock valued at $1,294,367,000 after buying an additional 1,826,948 shares during the last quarter. Finally, Lone Pine Capital LLC acquired a new stake in UnitedHealth Group during the second quarter worth about $528,273,000. 87.86% of the stock is owned by institutional investors.
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Barclays raised its price target on UnitedHealth Group (UNH) to $441 from $429 and reiterated an overweight rating, reinforcing bullish sentiment around the stock’s post-earnings setup. Barclays raises UnitedHealth price target
- Positive Sentiment: Truist, Oppenheimer, and KeyBanc also lifted targets to $500, signaling that analysts see more room for UnitedHealth’s shares to run after the strong quarterly report. Wall Street sees more room to run
- Positive Sentiment: Media coverage highlighted UnitedHealth as a momentum stock, with several articles asking whether the recent strength and earnings performance make UNH an attractive buy for growth-oriented investors. Yahoo Finance momentum stock article
- Neutral Sentiment: Congress passed H.R. 8823, a bill aimed at strengthening provider accountability in FECA. While the measure could increase compliance scrutiny for healthcare providers, its direct financial impact on UnitedHealth is uncertain at this stage. House passes FECA accountability bill
- Negative Sentiment: One article flagged that UnitedHealth’s CFO warned that cost pressures are still not fully solved, suggesting that margin concerns could temper enthusiasm despite the earnings beat. CFO warning after earnings
Analyst Upgrades and Downgrades
Check Out Our Latest Report on UNH
UnitedHealth Group Trading Down 1.0%
UNH stock opened at $421.84 on Tuesday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $461.62. The company has a market capitalization of $383.09 billion, a PE ratio of 27.15, a price-to-earnings-growth ratio of 1.67 and a beta of 0.62. The company’s 50-day simple moving average is $405.55 and its 200 day simple moving average is $343.00. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (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 firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 EPS. The business’s revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.77 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is 59.72%.
Insider Buying and Selling at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.
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.
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