Evelyn Partners Investment Management LLP Sells 71,430 Shares of UnitedHealth Group Incorporated $UNH

Evelyn Partners Investment Management LLP cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 42.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 95,509 shares of the healthcare conglomerate’s stock after selling 71,430 shares during the quarter. Evelyn Partners Investment Management LLP’s holdings in UnitedHealth Group were worth $25,844,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group in the 4th quarter worth $25,000. Anfield Capital Management LLC raised its position 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 buying an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new stake in UnitedHealth Group during the fourth quarter worth about $27,000. Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the 4th quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $29,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent research reports. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research note on Wednesday, April 22nd. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Weiss Ratings upgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 10th. Royal Bank Of Canada raised their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Finally, Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $416.89 on Tuesday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $461.62. The firm has a market cap of $378.59 billion, a P/E ratio of 26.83, a P/E/G ratio of 1.46 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The business’s fifty day moving average is $408.53 and its two-hundred day moving average is $346.11.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the previous year, the business posted $4.08 earnings per share. The firm’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. Equities research analysts forecast that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were paid a dividend of $2.32 per share. 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. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is currently 59.72%.

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.