GSA Capital Partners LLP Has $2.20 Million Stake in UnitedHealth Group Incorporated $UNH

GSA Capital Partners LLP raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 203.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,673 shares of the healthcare conglomerate’s stock after buying an additional 4,472 shares during the period. GSA Capital Partners LLP’s holdings in UnitedHealth Group were worth $2,203,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors grew its stake in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors grew its stake in shares of UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after purchasing an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $528,273,000. Finally, Bessemer Group Inc. grew its stake in shares of UnitedHealth Group by 152.3% during the third quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock valued at $629,783,000 after purchasing an additional 1,100,850 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on UNH shares. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Barclays lifted their target price on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Sanford C. Bernstein lifted their target price on shares of UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a report on Tuesday, April 7th. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a report on Wednesday, April 1st. Finally, Wells Fargo & Company lifted their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $381.83.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Negative Sentiment: Berkshire Hathaway’s full exit from UnitedHealth Group has weighed on sentiment, as the loss of a respected long-term investor may prompt other holders to reassess their positions. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: UNH had been on a strong rebound before the Berkshire news, and recent earnings showed a profit beat and a guidance increase, suggesting the business recovery narrative is still intact. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings
• Neutral Sentiment: A proposed healthcare bill focused on HSAs, price transparency, and expanded access to coverage could affect insurers over time, but it is still early and its stock impact is uncertain. Quiver Quantitative: New Bill H.R. 8324

UnitedHealth Group Trading Down 0.9%

Shares of NYSE UNH opened at $390.44 on Tuesday. The company’s fifty day moving average is $318.85 and its 200-day moving average is $318.35. The stock has a market cap of $354.57 billion, a price-to-earnings ratio of 29.49, a P/E/G ratio of 1.70 and a beta of 0.64. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period last year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is currently 66.77%.

About UnitedHealth Group

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.