Walser Wealth Management Company A Ltd Liability Co bought a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 2,301 shares of the healthcare conglomerate’s stock, valued at approximately $760,000.
Several other hedge funds and other institutional investors also recently made changes to their positions in UNH. Norges Bank acquired a new position in UnitedHealth Group in the 4th quarter valued at approximately $4,376,167,000. Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors increased its holdings in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. T. Rowe Price Investment Management Inc. lifted its holdings in UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after buying an additional 2,410,128 shares during the period. Finally, Cardano Risk Management B.V. increased its stake in shares of UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after buying an additional 2,262,006 shares during the period. 87.86% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
UNH has been the topic of several analyst reports. TD Cowen upped their target price on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. JPMorgan Chase & Co. lifted their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday, June 8th. Bank of America upgraded UnitedHealth Group from a “neutral” rating to a “buy” rating and increased their price target for the stock from $420.00 to $450.00 in a report on Thursday, June 4th. 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 analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $409.75.
UnitedHealth Group Stock Up 0.3%
Shares of NYSE:UNH opened at $400.86 on Friday. The firm has a market cap of $364.04 billion, a P/E ratio of 30.28, a PEG ratio of 1.61 and a beta of 0.64. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $415.98. The business’s 50 day simple moving average is $371.80 and its two-hundred day simple moving average is $329.05. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the firm earned $7.20 earnings per share. UnitedHealth Group’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. This is an increase 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 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 70.09%.
Insider Activity at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.28% of the stock is currently owned by insiders.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
- Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
- Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
- Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
- Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article
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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