Lombard Odier Asset Management Switzerland SA Acquires 2,615 Shares of UnitedHealth Group Incorporated $UNH

Lombard Odier Asset Management Switzerland SA grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% in the 1st quarter, Holdings Channel reports. The institutional investor owned 48,003 shares of the healthcare conglomerate’s stock after buying an additional 2,615 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in UnitedHealth Group were worth $12,989,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake 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 in the last quarter. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group during the second quarter worth $377,000. 87.86% of the stock is owned by institutional investors.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
• Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?

UnitedHealth Group Trading Down 0.7%

Shares of UnitedHealth Group stock opened at $420.40 on Friday. The firm’s 50-day moving average price is $408.00 and its two-hundred day moving average price is $345.60. The company has a market capitalization of $381.78 billion, a price-to-earnings ratio of 27.05, a PEG ratio of 1.46 and a beta of 0.62. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter last year, the business posted $4.08 EPS. The firm’s revenue for the quarter was up .4% on a year-over-year basis. 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 firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend 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 is currently 59.72%.

Wall Street Analyst Weigh In

Several brokerages have issued reports on UNH. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday. Weiss Ratings upgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, July 10th. Mizuho raised their price objective on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Bank of America reaffirmed a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Finally, Morgan Stanley boosted their price target on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Two investment 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. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $455.92.

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.