3,892 Shares in UnitedHealth Group Incorporated $UNH Purchased by Thryve Wealth Management LLC

Thryve Wealth Management LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,892 shares of the healthcare conglomerate’s stock, valued at approximately $1,285,000. UnitedHealth Group accounts for approximately 0.6% of Thryve Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding.

A number of other hedge funds have also recently made changes to their positions in UNH. Norges Bank bought a new position in UnitedHealth Group during the 4th quarter valued at approximately $4,376,167,000. Capital Research Global Investors boosted its stake in UnitedHealth Group by 126.9% in 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 purchasing an additional 7,293,009 shares in the last quarter. Capital World Investors increased its stake in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. T. Rowe Price Investment Management Inc. raised its holdings in UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after buying an additional 2,410,128 shares during the last quarter. Finally, Cardano Risk Management B.V. increased its position in shares of UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after acquiring an additional 2,262,006 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have commented on UNH. HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Sanford C. Bernstein lifted their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Jefferies Financial Group lifted their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Mizuho increased their price target on UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Finally, HSBC raised 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. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $409.75.

UnitedHealth Group Stock Up 0.3%

NYSE UNH opened at $400.86 on Friday. The stock’s 50-day moving average price is $371.80 and its 200-day moving average price is $329.05. The company has a market capitalization of $364.04 billion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is currently 70.09%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by insiders.

Key Stories Impacting UnitedHealth Group

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

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.