PKO Investment Management Joint Stock Co Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH

PKO Investment Management Joint Stock Co cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 10.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,789 shares of the healthcare conglomerate’s stock after selling 1,600 shares during the quarter. PKO Investment Management Joint Stock Co’s holdings in UnitedHealth Group were worth $3,731,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. High Net Worth Advisory Group LLC boosted its stake in UnitedHealth Group by 42.2% in the 1st quarter. High Net Worth Advisory Group LLC now owns 1,745 shares of the healthcare conglomerate’s stock worth $472,000 after purchasing an additional 518 shares in the last quarter. XML Financial LLC raised its holdings in shares of UnitedHealth Group by 8.8% in the first quarter. XML Financial LLC now owns 1,388 shares of the healthcare conglomerate’s stock worth $376,000 after buying an additional 112 shares during the last quarter. Clark Asset Management LLC lifted its stake in shares of UnitedHealth Group by 4.7% during the first quarter. Clark Asset Management LLC now owns 908 shares of the healthcare conglomerate’s stock worth $246,000 after buying an additional 41 shares during the period. FARMERS & MERCHANTS TRUST Co OF LONG BEACH increased its position in shares of UnitedHealth Group by 0.5% in the 1st quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 15,960 shares of the healthcare conglomerate’s stock valued at $4,319,000 after acquiring an additional 84 shares during the period. Finally, CPC Advisors LLC grew its stake in UnitedHealth Group by 93.1% during the 1st quarter. CPC Advisors LLC now owns 1,674 shares of the healthcare conglomerate’s stock valued at $453,000 after purchasing an additional 807 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Stock Up 1.4%

UNH stock opened at $406.60 on Tuesday. The firm’s fifty day moving average is $375.68 and its 200 day moving average is $330.17. The firm has a market cap of $369.25 billion, a PE ratio of 30.71, a P/E/G ratio of 1.61 and a beta of 0.64. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the company posted $7.20 EPS. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Truist Financial increased their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Jefferies Financial Group raised their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday, May 27th. Finally, Sanford C. Bernstein raised their target price on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $409.75.

UnitedHealth Group 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.