Harbour Wealth Management Group Inc. acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,044 shares of the healthcare conglomerate’s stock, valued at approximately $675,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. State Street Corp grew its position in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after buying an additional 1,119,834 shares during the last quarter. Capital World Investors raised its position in shares of UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after acquiring an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in 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 acquiring an additional 680,077 shares during the last quarter. Finally, Capital International Investors raised its holdings in UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.28% of the stock is owned by corporate insiders.
UnitedHealth Group News Summary
- Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
- Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
- Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
- Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
- Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article
Analysts Set New Price Targets
A number of equities analysts recently weighed in on the stock. Argus raised shares of 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. Truist Financial lifted their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. TD Cowen boosted their price target on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Finally, Robert W. Baird raised their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $409.75.
Get Our Latest Stock Report on UnitedHealth Group
UnitedHealth Group Stock Up 0.3%
UNH stock opened at $400.86 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. The stock’s 50 day simple moving average is $371.80 and its 200 day simple moving average is $329.05. The company has a market cap of $364.04 billion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 quarter in the previous year, the company posted $7.20 earnings per share. The company’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts expect 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 will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. This is an increase 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 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend 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.
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