Hilltop Holdings Inc. Has $1.87 Million Position in UnitedHealth Group Incorporated $UNH

Hilltop Holdings Inc. trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 64.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,902 shares of the healthcare conglomerate’s stock after selling 12,545 shares during the quarter. Hilltop Holdings Inc.’s holdings in UnitedHealth Group were worth $1,867,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in shares of UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after acquiring an additional 995,210 shares during the last quarter. State Street Corp increased its holdings in UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors lifted its holdings in UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after buying an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD increased its stake in shares of UnitedHealth Group by 3.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after buying an additional 680,077 shares during the period. Finally, Capital International Investors lifted its stake in shares of UnitedHealth Group by 6.6% in the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after acquiring an additional 1,155,162 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group News Roundup

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?

Analyst Upgrades and Downgrades

Several research firms have issued reports on UNH. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. HSBC lifted their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Finally, Bank of America restated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Two investment 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. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $420.40 on Friday. The firm has a market capitalization of $381.78 billion, a price-to-earnings ratio of 27.05, a PEG ratio of 1.46 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The business has a 50-day simple moving average of $408.00 and a 200 day simple 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.

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

UnitedHealth Group Increases Dividend

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

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.