Y.D. More Investments Ltd lowered its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 89.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 364 shares of the healthcare conglomerate’s stock after selling 3,204 shares during the period. Y.D. More Investments Ltd’s holdings in UnitedHealth Group were worth $97,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently modified their holdings of UNH. Vanguard Group Inc. boosted its position in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after purchasing an additional 995,210 shares in the last quarter. State Street Corp raised its stake in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after buying an additional 1,119,834 shares during the period. Capital World Investors grew its stake in UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD raised its position in UnitedHealth Group by 3.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after acquiring an additional 680,077 shares during the period. Finally, Capital International Investors lifted its holdings in UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Wall Street Analyst Weigh In
Several research firms recently weighed in on UNH. TD Cowen upped their price target on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research report on Tuesday. Morgan Stanley boosted their price objective on UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 30th. Wells Fargo & Company raised their target price on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday. Weiss Ratings upgraded UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday. Finally, Barclays raised their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $429.50.
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’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 transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.28% of the stock is owned by company insiders.
UnitedHealth Group Price Performance
UNH stock opened at $425.20 on Wednesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $434.30. The firm has a market capitalization of $386.14 billion, a PE ratio of 32.11, a price-to-earnings-growth ratio of 1.73 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business has a 50 day simple moving average of $401.79 and a 200-day simple moving average of $340.41.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data 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 quarter in the previous year, the company posted $7.20 earnings per share. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. 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 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.
Key Stories 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
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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