Public Employees Retirement System of Ohio grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 368,058 shares of the healthcare conglomerate’s stock after acquiring an additional 2,668 shares during the period. Public Employees Retirement System of Ohio’s holdings in UnitedHealth Group were worth $99,593,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently made changes to their positions in UNH. Brighton Jones LLC boosted its holdings in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group during the second quarter worth $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth about $377,000. Institutional investors own 87.86% of the company’s stock.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth was highlighted in CNBC’s “Final Trades,” which can reinforce bullish sentiment and bring additional investor attention to the stock. UnitedHealth, Ardagh Metal Packaging, Nvidia And More: CNBC’s ‘Final Trades’
- Positive Sentiment: JPMorgan Chase reportedly raised its price target on UNH to $516, signaling Wall Street sees more upside from current levels. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
- Positive Sentiment: Zacks said UnitedHealth is a strong momentum stock, citing favorable style scores and solid earnings estimate revisions, which often supports share-price gains. Here’s Why UnitedHealth Group (UNH) is a Strong Momentum Stock
- Positive Sentiment: News that UnitedHealth lifted its full-year view suggests management is more confident about the business outlook, a key catalyst for investors. UnitedHealth Group (NYSE:UNH) In Focus After Lifting Full-Year View
- Neutral Sentiment: Some coverage questioned whether UNH’s recovery is already priced in and warned of near-term consolidation risk, which may limit upside in the short run. UnitedHealth: Recovery Unlikely To Be Linear – Near-Term Consolidation Risks
- Neutral Sentiment: UnitedHealth was also mentioned as a defensive stock and a “safe haven” idea, which can attract risk-averse investors but is not a major fundamental catalyst. Beyond the AI Trade: 3 Defensive Stocks Built for Stability
UnitedHealth Group Stock Down 1.8%
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the company posted $4.08 EPS. The business’s revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.
Analyst Upgrades and Downgrades
A number of analysts recently weighed in on the stock. Wells Fargo & Company increased their price objective on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research note on Wednesday, April 1st. Zacks Research raised UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Barclays upped their price objective on UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Mizuho boosted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $455.92.
Read Our Latest Stock Analysis on UnitedHealth Group
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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