Boston Trust Walden Corp Trims Stake in UnitedHealth Group Incorporated $UNH

Boston Trust Walden Corp decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.1% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 153,581 shares of the healthcare conglomerate’s stock after selling 1,745 shares during the period. Boston Trust Walden Corp’s holdings in UnitedHealth Group were worth $41,557,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Founders Capital Management LLC raised its stake in UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC raised its position in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after buying an additional 29 shares in the last quarter. Cooper Financial Group increased its stake in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after acquiring an additional 30 shares during the last quarter. Successful Portfolios LLC raised its position in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after purchasing an additional 30 shares in the last quarter. Finally, Bell Investment Advisors Inc boosted its holdings in shares of UnitedHealth Group by 14.4% in the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 31 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted in an article arguing that its turnaround is continuing into the upcoming Q2 report, which suggests investors are looking for improving fundamentals and potential upside if execution stays on track. UnitedHealth Group: The Turnaround Continues Into The Q2 Report
• Positive Sentiment: Guardant Health said UnitedHealth will begin covering its Shield blood test for colorectal cancer screening on August 1, a move that may reinforce UNH’s reputation for supporting preventive care and could be viewed favorably by investors. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Neutral Sentiment: Several articles focused on UNH being “attracting investor attention” and on its Q1 earnings relative to peers, but these pieces were mostly informational rather than new catalysts, so they likely contributed to trading interest more than a decisive price move. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One piece warned that UnitedHealth faces a “Medicare reset,” which points to potential pressure on the company’s Medicare Advantage economics and could weigh on sentiment if reimbursement or margin assumptions soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on UNH shares. Morgan Stanley boosted their target price on UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a research report on Tuesday. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Mizuho lifted their target price on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. 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, Barclays lifted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $411.42.

UnitedHealth Group Stock Performance

Shares of UNH opened at $424.64 on Friday. 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 stock has a market cap 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. The business’s 50 day moving average price is $391.45 and its 200-day moving average price is $335.01.

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

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors 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 positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. UnitedHealth Group’s payout ratio is 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.