Compound Planning Inc. reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.8% in the first quarter, HoldingsChannel reports. The firm owned 7,910 shares of the healthcare conglomerate’s stock after selling 1,834 shares during the period. Compound Planning Inc.’s holdings in UnitedHealth Group were worth $2,140,000 at the end of the most recent quarter.
Several other hedge funds also recently modified their holdings of UNH. Brighton Jones LLC boosted its stake in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new position in UnitedHealth Group in the second quarter worth approximately $377,000. Institutional investors own 87.86% of the company’s stock.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
- Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
- Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
- Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
- Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?
UnitedHealth Group Stock Down 0.7%
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 for the quarter, topping the consensus estimate 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 last year, the company earned $4.08 earnings per share. The company’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, equities research analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.
Analyst Ratings Changes
A number of equities analysts have recently weighed in on UNH shares. HC Wainwright set a $492.00 target price on UnitedHealth Group in a research report on Wednesday, May 27th. 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 research note on Tuesday. Bank of America reiterated a “buy” rating on shares of UnitedHealth Group in a report on Monday. Barclays upped their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Finally, Royal Bank Of Canada lifted their price target on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $455.92.
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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