Puzo Michael J Has $6.77 Million Stock Position in UnitedHealth Group Incorporated $UNH

Puzo Michael J boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 17.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,605 shares of the healthcare conglomerate’s stock after acquiring an additional 2,952 shares during the period. UnitedHealth Group accounts for 1.8% of Puzo Michael J’s portfolio, making the stock its 25th largest position. Puzo Michael J’s holdings in UnitedHealth Group were worth $6,770,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Norges Bank acquired a new stake in UnitedHealth Group during the 2nd quarter worth $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group during the second quarter worth $1,572,193,000. Dodge & Cox lifted its stake in UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after buying an additional 4,730,192 shares during the period. Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $528,273,000. Finally, Amundi raised its position in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on UNH shares. Royal Bank Of Canada cut their target price on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. JPMorgan Chase & Co. cut their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Finally, Oppenheimer reduced their target price on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $289.39 on Friday. The business has a 50-day moving average of $317.88 and a 200-day moving average of $323.89. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock has a market capitalization of $262.14 billion, a price-to-earnings ratio of 21.94, a PEG ratio of 1.33 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 EPS. The business’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

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.