Verus Capital Partners LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Verus Capital Partners LLC bought a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the third quarter, according to its most recent 13F filing with the SEC. The fund bought 1,629 shares of the healthcare conglomerate’s stock, valued at approximately $598,000.

Several other hedge funds have also recently made changes to their positions in the business. BlackRock Inc. lifted its stake in shares of UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp increased its position in shares of UnitedHealth Group by 0.7% during the 2nd quarter. State Street Corp now owns 45,633,267 shares of the healthcare conglomerate’s stock valued at $18,966,555,000 after purchasing an additional 301,081 shares during the last quarter. Bank of New York Mellon Corp increased its position in shares of UnitedHealth Group by 6.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 10,704,994 shares of the healthcare conglomerate’s stock valued at $4,449,317,000 after purchasing an additional 616,723 shares during the last quarter. Wellington Management Group LLP raised its holdings in UnitedHealth Group by 5.8% during the 2nd quarter. Wellington Management Group LLP now owns 10,675,175 shares of the healthcare conglomerate’s stock valued at $4,436,923,000 after buying an additional 583,536 shares during the period. Finally, Corient Private Wealth LP lifted its position in UnitedHealth Group by 1,443.7% in the second quarter. Corient Private Wealth LP now owns 8,447,224 shares of the healthcare conglomerate’s stock worth $3,510,920,000 after buying an additional 7,900,011 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

UNH opened at $394.14 on Monday. The business has a fifty day moving average of $390.62 and a 200 day moving average of $364.03. The stock has a market cap of $353.16 billion, a P/E ratio of 22.51, a PEG ratio of 1.43 and a beta of 0.51. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 52-week low of $255.96 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. The business’s revenue was down .4% compared to the same quarter last year. During the same quarter last year, the firm posted $2.59 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be issued a dividend of $2.32 per share. The ex-dividend date is Monday, December 7th. This represents a $9.28 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 53.00%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on UNH. Leerink Partners boosted their price objective on shares of UnitedHealth Group from $462.00 to $472.00 and gave the company an “outperform” rating in a research report on Friday, July 17th. Cantor Fitzgerald raised their target price on shares of UnitedHealth Group from $440.00 to $495.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. New Street Research set a $402.00 price target on shares of UnitedHealth Group in a research note on Friday, October 9th. Royal Bank Of Canada upped their price target on shares of UnitedHealth Group from $478.00 to $498.00 and gave the company an “outperform” rating in a report on Tuesday, October 20th. Finally, Argus increased their price objective on shares of UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. Twenty equities research analysts have rated the stock with a Buy rating and eight have issued a Hold 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 target price of $463.93.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: ETFs purchased $56.4 million of UNH shares on Nov. 4, a potentially supportive demand signal. ETFs Are Buying UnitedHealth (UNH) on Nov. 4
• Positive Sentiment: UnitedHealth’s Q3 adjusted EPS of $4.69 topped analyst expectations, and a recent earnings analysis said the results bolstered confidence in a margin recovery. UnitedHealth (UNH) Q3 Earnings Lift Confidence In Margin Recovery
• Positive Sentiment: A Zacks article characterized Wall Street analysts’ view of UNH as a Buy, offering a favorable sentiment signal, though the article summary did not cite a specific new rating change. Wall Street Analysts See UnitedHealth (UNH) as a Buy: Should You Invest?
• Positive Sentiment: The company declared a quarterly dividend of $2.32 per share, equivalent to $9.28 annually and a reported yield of 2.3%. UnitedHealth Group Declares Quarterly Dividend Of $2.32 Per Share
• Negative Sentiment: Utilization and policy concerns remain an overhang for the company, highlighting uncertainty around medical costs and the regulatory environment. Utilization and Policy Concerns Weigh on UnitedHealth Group Incorporated (UNH)
• Negative Sentiment: Renewed calls for a regulatory review of UnitedHealth’s business scale, alongside warnings that AI could disrupt large healthcare companies, add longer-term risk concerns. UnitedHealth Group (UNH) Draws Breakup Pressure As AI Threat Enters The Story

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

UnitedHealth Group Profile

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid.

Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.

Founded in 1977 as United HealthCare Corporation, the company is headquartered in Minnetonka, Minnesota.