Johnson Financial Group Inc. Trims Holdings in UnitedHealth Group Incorporated $UNH

Johnson Financial Group Inc. lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,592 shares of the healthcare conglomerate’s stock after selling 4,707 shares during the quarter. Johnson Financial Group Inc.’s holdings in UnitedHealth Group were worth $4,348,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in UNH. Norges Bank acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $3,837,207,000. Capital Research Global Investors raised its stake in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Berkshire Hathaway Inc acquired a new stake in UnitedHealth Group during the second quarter valued at $1,572,193,000. Dodge & Cox grew its position in UnitedHealth Group by 117.7% in the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Finally, Capital World Investors raised its position in shares of UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UNH opened at $277.29 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market cap of $251.69 billion, a price-to-earnings ratio of 21.02, a PEG ratio of 1.31 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock’s 50-day moving average price is $304.45 and its 200 day moving average price is $325.09.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the business posted $6.81 EPS. The business’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s payout ratio is 67.02%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Barclays cut their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Jefferies Financial Group lowered their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Wells Fargo & Company reduced their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Company 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.