Kidder Stephen W Buys 1,529 Shares of UnitedHealth Group Incorporated $UNH

Kidder Stephen W raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 11.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,470 shares of the healthcare conglomerate’s stock after purchasing an additional 1,529 shares during the quarter. UnitedHealth Group accounts for about 1.4% of Kidder Stephen W’s holdings, making the stock its 25th biggest holding. Kidder Stephen W’s holdings in UnitedHealth Group were worth $5,107,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Oberndorf William E acquired a new position in shares of UnitedHealth Group during the third quarter worth $12,276,000. Timber Creek Capital Management LLC acquired a new position in shares of UnitedHealth Group during the third quarter worth $2,227,000. Griffith & Werner Inc. bought a new position in UnitedHealth Group during the third quarter worth $3,039,000. CenterBook Partners LP raised its stake in UnitedHealth Group by 164.0% during the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after buying an additional 6,697 shares during the last quarter. Finally, TIAA Trust National Association raised its stake in UnitedHealth Group by 38.6% during the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock worth $90,553,000 after buying an additional 73,030 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Royal Bank Of Canada lifted their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Barclays lifted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Bank of America raised shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $420.00 to $450.00 in a research note on Thursday, June 4th. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Finally, Sanford C. Bernstein lifted their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $407.17.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analysts and market commentators are increasingly framing UNH as a value and recovery story, with improving price targets, a “buy it” call from Jim Cramer, and renewed interest from institutions and hedge funds. Jim Cramer on UnitedHealth: “Buy It”
• Positive Sentiment: UnitedHealth was highlighted as a defensive healthcare name benefiting from sector rotation, while recent dividend coverage and a 5% dividend increase support the case for steady capital returns. 3 Dividend Increases Investors Can Actually Trust
• Positive Sentiment: The company is being positioned as a sustainable recovery candidate after past setbacks, with commentary emphasizing lower volatility, buybacks, and improving profitability prospects. Beyond the AI Bubble: 3 defensive powerhouses smart money is buying now
• Neutral Sentiment: UnitedHealth continues to appear in broad healthcare-stock watchlists and hedge-fund screens, which reinforces investor attention but does not add a clear new operational catalyst. Best Healthcare Stocks To Research – June 15th
• Negative Sentiment: Some commentary still references UNH’s prior struggles, including executive turnover, legal issues, and margin pressure, which helps explain why the stock has not fully shaken off uncertainty. Why Did UnitedHealth Stock Choose Pain Over Growth?

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Trading Down 0.7%

UNH opened at $408.07 on Wednesday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $370.59 billion, a P/E ratio of 30.82, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. The company has a fifty day moving average price of $367.57 and a two-hundred day moving average price of $328.06.

UnitedHealth Group (NYSE:UNH) last posted 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. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS 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.