MASTERINVEST Kapitalanlage GmbH lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 32.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,400 shares of the healthcare conglomerate’s stock after selling 5,595 shares during the quarter. MASTERINVEST Kapitalanlage GmbH’s holdings in UnitedHealth Group were worth $3,085,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Founders Capital Management LLC grew its holdings in shares of UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after purchasing an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC boosted its position in shares of UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after purchasing an additional 29 shares during the period. Cooper Financial Group increased its position in UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after buying an additional 30 shares during the period. Successful Portfolios LLC boosted its holdings in shares of UnitedHealth Group by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after acquiring an additional 30 shares during the period. Finally, Bell Investment Advisors Inc raised its position in UnitedHealth Group by 14.4% in the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 31 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of research analysts have commented on UNH shares. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Wells Fargo & Company boosted their price target on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday. KeyCorp raised their price target on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday. Barclays upped their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Finally, Morgan Stanley boosted their target price on shares of UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $429.50.
UnitedHealth Group Trading Down 0.9%
Shares of UNH stock opened at $425.20 on Wednesday. The stock has a market cap of $386.14 billion, a P/E ratio of 32.11, a P/E/G ratio of 1.73 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 $434.30. The business has a fifty day simple moving average of $401.79 and a 200-day simple moving average of $340.41. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the company earned $7.20 EPS. UnitedHealth Group’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a $2.32 dividend. This is a positive change 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 payout ratio is currently 70.09%.
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer 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 SEC, which is available at the SEC website. 0.28% of the stock is currently owned by corporate insiders.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Truist raised its price target on UNH to $480 from $440 and kept a buy rating, signaling confidence in additional upside. Truist price target raise
- Positive Sentiment: KeyCorp lifted its target to $475 from $400 and reiterated an overweight rating, adding to the bullish analyst momentum ahead of earnings. KeyCorp price target raise
- Positive Sentiment: Analysts and market commentary point to UNH’s turnaround efforts, stronger cash flow, and renewed earnings growth as reasons the stock has rallied sharply this year. UnitedHealth Stock on a Tear Ahead of Earnings
- Positive Sentiment: Investors are betting that the company’s AI investment plan could improve efficiency and support future profits, strengthening the bull case if execution is solid. UnitedHealth Is Investing $1.5 Billion in AI
- Neutral Sentiment: UNH reports second-quarter earnings on Thursday, and traders are focused on whether the company can meet expectations and potentially reach a new high after its recent run-up. UnitedHealth Reports Earnings Thursday
- Neutral Sentiment: Recent coverage also highlights UnitedHealth’s sensitivity to broader healthcare trends, including Medicare Advantage reimbursement changes and industry-wide cost pressures, which could influence results but are not yet a clear positive or negative. Eyes On Elevance Health, UnitedHealth
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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