KPP Advisory Services LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 34.4% during the 1st quarter, Holdings Channel reports. The fund owned 6,411 shares of the healthcare conglomerate’s stock after buying an additional 1,640 shares during the period. KPP Advisory Services LLC’s holdings in UnitedHealth Group were worth $1,735,000 as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $26,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group during the fourth quarter worth about $27,000. 87.86% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several equities research analysts have issued reports on the company. HSBC raised UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research note on Tuesday, April 7th. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research report on Wednesday, May 27th. Mizuho boosted their target price on UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Truist Financial raised their price target on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Finally, Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $411.42.
Insider Transactions at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is currently owned by corporate insiders.
UnitedHealth Group Stock Performance
UnitedHealth Group stock opened at $426.67 on Thursday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company has a market capitalization of $387.47 billion, a price-to-earnings ratio of 32.23, a PEG ratio of 1.67 and a beta of 0.62. The stock has a fifty day moving average of $389.88 and a two-hundred day moving average of $334.43. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $428.02.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the business earned $7.20 earnings per share. UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date was Monday, June 15th. 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 yield of 2.2%. UnitedHealth Group’s payout ratio is 70.09%.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth’s coverage of Guardant Health’s Shield blood test for colorectal cancer screening could support member growth and reinforce UNH’s position in preventive care, while also signaling adoption of a new, high-profile screening product. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
- Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends, which suggests better-than-expected near-term profitability. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
- Positive Sentiment: Technical momentum remains strong, with reports noting UNH has rallied sharply, formed a golden cross, and recently traded near its highs for the year, which can attract additional trend-following buyers. Up by 80%, does the UnitedHealth Group have more upside?
- Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced a $385,000 investment in local support programs for older adults, caregivers, and people with disabilities. The move is positive reputationally, but it is unlikely to materially affect earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
- Negative Sentiment: A court dismissal of the PBMs’ lawsuit against the FTC keeps regulatory pressure in focus for Optum Rx and the broader pharmacy-benefit manager industry, which could be a headwind for sentiment around UNH’s services segment. Court dismisses PBMs’ lawsuit against FTC following insulin settlements
- Negative Sentiment: One article frames UNH as facing a “Medicare reset,” pointing to potential changes or pressure in Medicare-related dynamics that could weigh on valuation if margins or growth expectations soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset
UnitedHealth Group Company 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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