Rockefeller Capital Management L.P. increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 320,574 shares of the healthcare conglomerate’s stock after buying an additional 26,328 shares during the period. Rockefeller Capital Management L.P.’s holdings in UnitedHealth Group were worth $105,825,000 as of its most recent filing with the SEC.
A number of other large investors have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the 4th quarter worth $26,000. Anfield Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC bought a new position in UnitedHealth Group in the 4th quarter worth about $27,000. Institutional investors own 87.86% of the company’s stock.
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents 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. Corporate insiders own 0.28% of the company’s stock.
UnitedHealth Group Trading Down 0.0%
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 company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.
Analysts Set New Price Targets
UNH has been the subject of several analyst reports. Oppenheimer boosted their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Robert W. Baird increased their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. Barclays upped their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Finally, Bank of America raised shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and raised their target price for the company from $420.00 to $450.00 in a research note on Thursday, June 4th. One research 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 issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $409.75.
Read Our Latest Analysis on UnitedHealth Group
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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