Unison Asset Management LLC Acquires 1,677 Shares of UnitedHealth Group Incorporated $UNH

Unison Asset Management LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 8.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 20,453 shares of the healthcare conglomerate’s stock after purchasing an additional 1,677 shares during the period. UnitedHealth Group comprises approximately 3.0% of Unison Asset Management LLC’s holdings, making the stock its 15th biggest position. Unison Asset Management LLC’s holdings in UnitedHealth Group were worth $6,700,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in shares of UnitedHealth Group by 1.1% in the 4th 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 during the period. Capital World Investors lifted its stake in shares of UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Capital International Investors raised its stake in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the period. Capital Research Global Investors raised its stake in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Finally, Dodge & Cox raised its stake in UnitedHealth Group by 8.6% during the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock worth $3,282,296,000 after acquiring an additional 755,076 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 2.8%

UNH stock opened at $377.48 on Wednesday. The firm has a fifty day moving average price of $331.06 and a 200 day moving average price of $320.29. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. 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 firm has a market cap of $342.80 billion, a PE ratio of 28.51, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the firm posted $7.20 earnings per share. UnitedHealth Group’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. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent analyst reports. Oppenheimer raised their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Morgan Stanley raised their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. raised their target price on shares of UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, Mizuho lifted their price objective on shares of UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $390.00.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by insiders.

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.