Temasek Holdings Private Ltd Boosts Stake in UnitedHealth Group Incorporated $UNH

Temasek Holdings Private Ltd grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 531.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 222,874 shares of the healthcare conglomerate’s stock after buying an additional 187,574 shares during the period. Temasek Holdings Private Ltd’s holdings in UnitedHealth Group were worth $73,573,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in UNH. Oberndorf William E acquired a new stake in UnitedHealth Group during the third quarter valued at $12,276,000. Timber Creek Capital Management LLC acquired a new stake in UnitedHealth Group during the third quarter valued at $2,227,000. Griffith & Werner Inc. acquired a new stake in UnitedHealth Group during the third quarter valued at $3,039,000. CenterBook Partners LP grew its position in UnitedHealth Group by 164.0% during the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock valued at $3,723,000 after buying an additional 6,697 shares during the period. Finally, TIAA Trust National Association grew its position in UnitedHealth Group by 38.6% during the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock valued at $90,553,000 after buying an additional 73,030 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on the stock. JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a research report on Monday, June 8th. TD Cowen lifted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Jefferies Financial Group lifted their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, Leerink Partners lifted their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $407.17.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $411.32 on Tuesday. The company’s 50-day moving average price is $364.96 and its 200-day moving average price is $327.51. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $373.54 billion, a P/E ratio of 31.07, a P/E/G ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98.

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

UnitedHealth Group Increases Dividend

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