NEOS Investment Management LLC Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

NEOS Investment Management LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 44.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 117,989 shares of the healthcare conglomerate’s stock after buying an additional 36,236 shares during the period. NEOS Investment Management LLC’s holdings in UnitedHealth Group were worth $40,742,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Guerra Advisors Inc purchased a new stake in UnitedHealth Group during the 3rd quarter worth approximately $1,059,000. Berkshire Hathaway Inc purchased a new position in shares of UnitedHealth Group during the second quarter worth about $1,572,193,000. Murphy Pohlad Asset Management LLC lifted its holdings in shares of UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares during the period. Carnegie Investment Counsel increased its stake in UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after buying an additional 2,316 shares during the period. Finally, EverSource Wealth Advisors LLC raised its stake in shares of UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after buying an additional 1,901 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on UNH shares. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target for the company. in a research note on Wednesday, October 29th. Mizuho reduced their price target on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. TD Cowen raised their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the stock a “hold” rating in a report on Thursday, October 30th. Morgan Stanley reduced their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. Finally, Barclays decreased their price target on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $293.33 on Tuesday. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $265.71 billion, a price-to-earnings ratio of 22.24, a PEG ratio of 1.35 and a beta of 0.41. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The firm has a 50-day moving average of $320.31 and a two-hundred day moving average of $324.02.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period last year, the company posted $6.81 EPS. The company’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

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.