Everest Financial Group LLC Purchases 5,078 Shares of UnitedHealth Group Incorporated $UNH

Everest Financial Group LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 17.6% during the first quarter, Holdings Channel reports. The fund owned 33,965 shares of the healthcare conglomerate’s stock after buying an additional 5,078 shares during the period. UnitedHealth Group comprises about 1.5% of Everest Financial Group LLC’s investment portfolio, making the stock its 21st biggest position. Everest Financial Group LLC’s holdings in UnitedHealth Group were worth $9,190,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Lombard Odier Asset Management Switzerland SA raised its position in UnitedHealth Group by 5.8% in the 1st quarter. Lombard Odier Asset Management Switzerland SA now owns 48,003 shares of the healthcare conglomerate’s stock worth $12,989,000 after purchasing an additional 2,615 shares during the period. Mustico Financial Group Inc. grew its stake in shares of UnitedHealth Group by 117.0% during the first quarter. Mustico Financial Group Inc. now owns 1,621 shares of the healthcare conglomerate’s stock valued at $439,000 after buying an additional 874 shares during the last quarter. Waverly Advisors LLC lifted its stake in shares of UnitedHealth Group by 8.1% in the 1st quarter. Waverly Advisors LLC now owns 31,582 shares of the healthcare conglomerate’s stock valued at $8,546,000 after acquiring an additional 2,370 shares during the last quarter. Asset Management Group Inc. grew its position in UnitedHealth Group by 11.3% during the 1st quarter. Asset Management Group Inc. now owns 1,192 shares of the healthcare conglomerate’s stock worth $322,000 after acquiring an additional 121 shares during the last quarter. Finally, Van Den Berg Management I Inc. lifted its position in UnitedHealth Group by 10.6% in the first quarter. Van Den Berg Management I Inc. now owns 28,888 shares of the healthcare conglomerate’s stock valued at $7,817,000 after purchasing an additional 2,765 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UNH stock opened at $420.40 on Friday. The firm has a 50-day moving average of $408.00 and a 200 day moving average of $345.60. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The company has a market cap of $381.78 billion, a P/E ratio of 27.05, a PEG ratio of 1.46 and a beta of 0.62. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the company earned $4.08 EPS. The business’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Analysts Set New Price Targets

A number of research firms recently commented on UNH. Royal Bank Of Canada upped their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research report on Wednesday, April 22nd. Wells Fargo & Company raised their target price on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research report on Tuesday. Finally, Zacks Research upgraded UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $455.92.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
• Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?

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.