Trajan Wealth LLC Grows Position in UnitedHealth Group Incorporated $UNH

Trajan Wealth LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 33.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 85,293 shares of the healthcare conglomerate’s stock after purchasing an additional 21,609 shares during the quarter. UnitedHealth Group accounts for approximately 1.3% of Trajan Wealth LLC’s holdings, making the stock its 20th biggest holding. Trajan Wealth LLC’s holdings in UnitedHealth Group were worth $29,452,000 at the end of the most recent quarter.

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

UnitedHealth Group Trading Up 0.1%

UnitedHealth Group stock opened at $290.11 on Monday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.82 and a current ratio of 0.79. The stock has a market cap of $262.79 billion, a PE ratio of 21.99, a price-to-earnings-growth ratio of 1.33 and a beta of 0.41. The stock has a 50-day moving average of $316.85 and a two-hundred day moving average of $325.30.

UnitedHealth Group (NYSE:UNH) last released its 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 net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have commented on UNH. Leerink Partners cut their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Barclays dropped their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Finally, JPMorgan Chase & Co. cut their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

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.