First Growth Capital LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 2,000 shares of the healthcare conglomerate’s stock, valued at approximately $660,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Oberndorf William E purchased a new stake in UnitedHealth Group during the 3rd quarter valued at about $12,276,000. Griffith & Werner Inc. bought a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $3,039,000. CenterBook Partners LP boosted its stake in UnitedHealth Group by 164.0% during the 3rd quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock valued at $3,723,000 after purchasing an additional 6,697 shares during the last quarter. TIAA Trust National Association boosted its position in shares of UnitedHealth Group by 38.6% during the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock valued at $90,553,000 after buying an additional 73,030 shares during the last quarter. Finally, DC Investments Management LLC purchased a new position in UnitedHealth Group in the 3rd quarter worth about $5,764,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Wall Street Analyst Weigh In
A number of brokerages have recently issued reports on UNH. TD Cowen raised their price target on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. HSBC raised UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a report on Tuesday, April 7th. Finally, Barclays raised their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $409.75.
UnitedHealth Group Trading Up 0.3%
Shares of UnitedHealth Group stock opened at $400.86 on Friday. 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 stock has a market capitalization of $364.04 billion, a PE ratio of 30.28, a P/E/G ratio of 1.61 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The company’s fifty day simple moving average is $371.80 and its 200-day simple moving average is $329.05.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.UnitedHealth Group’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same period last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 70.09%.
Trending Headlines about 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
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred 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 transaction, the chief executive officer 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.28% of the company’s stock.
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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