Bowie Capital Management LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.6% during the 1st quarter, Holdings Channel reports. The fund owned 355,479 shares of the healthcare conglomerate’s stock after acquiring an additional 76,825 shares during the quarter. UnitedHealth Group makes up 3.6% of Bowie Capital Management LLC’s portfolio, making the stock its 13th biggest holding. Bowie Capital Management LLC’s holdings in UnitedHealth Group were worth $96,189,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. increased its holdings in UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after buying an additional 995,210 shares during the last quarter. State Street Corp boosted its position in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares in the last quarter. Capital World Investors raised its position in shares of UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after acquiring an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in UnitedHealth Group by 3.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after purchasing an additional 680,077 shares in the last quarter. Finally, Capital International Investors raised its holdings in UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several brokerages have recently issued reports on UNH. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. KeyCorp upped their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a research report on Monday. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Finally, BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $455.92.
Trending Headlines about 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
UnitedHealth Group Price Performance
Shares of UNH opened at $431.68 on Thursday. The company has a market capitalization of $392.02 billion, a price-to-earnings ratio of 27.78, a price-to-earnings-growth ratio of 1.52 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $461.62. The firm has a 50-day simple moving average of $406.97 and a 200-day simple moving average of $344.46. 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 EPS for the quarter, beating the consensus estimate 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 return on equity of 16.53% and a net margin of 3.14%.The firm’s revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the business earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.65 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.1%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 59.72%.
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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