J.Safra Asset Management Corp lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 174.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,807 shares of the healthcare conglomerate’s stock after purchasing an additional 3,691 shares during the quarter. J.Safra Asset Management Corp’s holdings in UnitedHealth Group were worth $1,917,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC bought a new stake in UnitedHealth Group during the second quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new position in shares of UnitedHealth Group in the second quarter valued at $377,000. 87.86% of the stock is currently owned by institutional investors.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $460 from $440 and reiterated an Outperform rating, citing an improving managed care outlook. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
- Positive Sentiment: Brokerage sentiment remains favorable, with UnitedHealth Group carrying a consensus “Moderate Buy” rating. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
- Positive Sentiment: Investors are rotating toward healthcare as a defensive sector while tech stocks weaken, which has lifted interest in UNH and other large-cap health insurers. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
- Neutral Sentiment: Zacks highlighted UNH as a top-ranked momentum stock, reinforcing the bullish technical setup, but this was more of a screening note than a company-specific catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
- Neutral Sentiment: Several articles pointed to UNH hitting or approaching 52-week highs, indicating strong recent momentum, though that can also lead to short-term pullbacks as traders lock in gains. UnitedHealth, Applied Materials, Citigroup Stocks Surged To 52-Week Highs Today: What Drove The Uptick?
- Negative Sentiment: After the recent rally, UNH has seen some consolidation and a modest pullback as investors digest gains, which is likely contributing to the stock’s softer tone today. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know
Insiders Place Their Bets
Wall Street Analysts Forecast Growth
A number of equities analysts recently issued reports on UNH shares. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a report on Tuesday, April 7th. Royal Bank Of Canada lifted their price target on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. UBS Group upped their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. Finally, HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $407.17.
Check Out Our Latest Analysis on UNH
UnitedHealth Group Price Performance
Shares of UNH opened at $407.80 on Thursday. 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 company has a market capitalization of $370.34 billion, a price-to-earnings ratio of 30.80, a P/E/G ratio of 1.66 and a beta of 0.64. The business’s 50-day moving average is $356.88 and its 200-day moving average is $325.67. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s payout ratio is 66.77%.
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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