Ilmarinen Mutual Pension Insurance Co trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 12.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 157,300 shares of the healthcare conglomerate’s stock after selling 23,300 shares during the quarter. Ilmarinen Mutual Pension Insurance Co’s holdings in UnitedHealth Group were worth $51,926,000 as of its most recent SEC filing.
Several other large investors also recently bought and sold shares of UNH. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the 4th quarter valued at about $26,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the fourth quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC raised its stake in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 34 shares during the last quarter. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group in the third quarter worth $29,000. 87.86% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several brokerages have issued reports on UNH. JPMorgan Chase & Co. raised their target price on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a research report on Wednesday, April 1st. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a research note on Tuesday, April 7th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Finally, Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $397.63.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Bernstein raised its price target on UnitedHealth Group (UNH) to $492 from $444 and reiterated an Outperform rating, citing an EPS recovery outlook and implying meaningful upside. Article Title
- Positive Sentiment: Bernstein also maintained its bullish stance after UnitedHealth’s new, more transparent PBM model, suggesting the move could improve clarity, reliability, and cost competitiveness for the company’s Optum Rx business. Article Title
- Positive Sentiment: Coverage from Zacks and other market watchers says UNH is one of the most-tracked stocks right now, which can keep attention on the name and support sentiment if investors expect more upside. Article Title
- Neutral Sentiment: Articles comparing UnitedHealth with Molina highlight that Molina’s Medicaid exposure and share gains currently look more attractive to some analysts, but these pieces are more relative-value commentary than a direct negative catalyst for UNH. Article Title
- Neutral Sentiment: Seeking Alpha commentary on a possible dividend hike adds a shareholder-return angle, but it does not appear to be based on a confirmed corporate action yet. Article Title
- Neutral Sentiment: Recent “trending stock” and “bull case” articles suggest investors are reassessing UNH’s outlook, but they are largely opinion pieces rather than new fundamental developments. Article Title
UnitedHealth Group Stock Down 0.5%
Shares of UNH opened at $382.28 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The business’s 50 day moving average is $334.93 and its 200 day moving average is $321.14. The company has a market capitalization of $347.16 billion, a PE ratio of 28.87, a price-to-earnings-growth ratio of 1.66 and a beta of 0.64.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.
Insider Activity at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.28% 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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