Kathmere Capital Management LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 21.6% in the first quarter, HoldingsChannel.com reports. The fund owned 6,942 shares of the healthcare conglomerate’s stock after purchasing an additional 1,233 shares during the period. Kathmere Capital Management LLC’s holdings in UnitedHealth Group were worth $1,878,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the 4th quarter worth $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $26,000. Anfield Capital Management LLC lifted its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC bought a new stake in UnitedHealth Group in the 4th quarter worth approximately $27,000. 87.86% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth began covering Guardant Health’s Shield blood test for colorectal cancer screening for eligible members, making it the first major commercial insurer to back the test for adults 45 and older. That could strengthen UnitedHealth’s preventative-care offering and support its long-term growth image. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
- Positive Sentiment: Several recent articles highlight UnitedHealth as an “attracting investor attention” name and a potential turnaround candidate heading into its next earnings report, which can keep sentiment elevated if investors expect operational improvement. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Analysts and commentary pieces say UnitedHealth’s valuation still looks “reasonable” despite a strong one-year gain, suggesting the stock is being judged on whether future growth can justify the run-up rather than on any fresh operational surprise. UnitedHealth (UNH) Stock Looks Reasonable Even After A 42% Gain
- Neutral Sentiment: Broader healthcare-stock roundup articles and Q1 peer-comparison coverage do not point to a company-specific catalyst for UnitedHealth, but they keep UNH in focus as investors rotate within managed care and healthcare providers. Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
- Negative Sentiment: One article flagged a “Medicare reset” for UnitedHealth, which may reflect ongoing pressure or uncertainty around reimbursement and government-program exposure—an area investors tend to watch closely for margin risk. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset
Wall Street Analyst Weigh In
View Our Latest Research Report on UnitedHealth Group
UnitedHealth Group Trading Down 0.2%
NYSE:UNH opened at $424.64 on Monday. The firm has a market capitalization of $385.63 billion, a P/E ratio of 32.07, a P/E/G ratio of 1.71 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $430.20. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a fifty day moving average of $392.87 and a 200 day moving average of $335.60.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm 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 company’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 70.09%.
Insider Activity
In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.28% of the company’s stock.
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.
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