Triglav Investments D.O.O. Cuts Holdings in UnitedHealth Group Incorporated $UNH

Triglav Investments D.O.O. lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 74.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,500 shares of the healthcare conglomerate’s stock after selling 24,899 shares during the period. Triglav Investments D.O.O.’s holdings in UnitedHealth Group were worth $2,300,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in shares of UnitedHealth Group during the fourth quarter valued at about $4,376,167,000. T. Rowe Price Investment Management Inc. raised its stake in shares of UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after acquiring an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. boosted its stake in UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after acquiring an additional 2,262,006 shares in the last quarter. Hsbc Holdings PLC increased its position in shares of UnitedHealth Group by 87.5% during the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after purchasing an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth $528,273,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of research analyst reports. UBS Group increased their price target on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. Jefferies Financial Group upped their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Morgan Stanley lifted their price objective on shares of UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 30th. Finally, Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $417.38.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were 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 directly owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is currently owned by company insiders.

More UnitedHealth Group News

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

UnitedHealth Group Stock Up 0.1%

UNH stock opened at $425.05 on Monday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm’s fifty day simple moving average is $399.40 and its 200-day simple moving average is $338.98. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $434.30. The company has a market capitalization of $386.00 billion, a P/E ratio of 32.10, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results 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 company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is presently 70.09%.

UnitedHealth Group 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.