Navigation Group LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Navigation Group LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 1,549 shares of the healthcare conglomerate’s stock, valued at approximately $419,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Nordea Investment Management AB grew its stake in shares of UnitedHealth Group by 4.2% in the 4th quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock worth $30,287,000 after acquiring an additional 3,720 shares in the last quarter. Vaughan David Investments LLC IL boosted its holdings in UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after purchasing an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its stake in UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after buying an additional 55,695 shares during the last quarter. Kensington Investment Counsel LLC purchased a new position in shares of UnitedHealth Group in the 3rd quarter worth approximately $2,888,000. Finally, J. Safra Sarasin Holding AG increased its position in shares of UnitedHealth Group by 127.6% during the fourth quarter. J. Safra Sarasin Holding AG now owns 34,947 shares of the healthcare conglomerate’s stock valued at $11,536,000 after acquiring an additional 19,591 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $480 and maintained a buy rating, signaling confidence in further upside ahead of earnings. UnitedHealth Group (NYSE:UNH) Price Target Raised to $480.00 at Truist Financial
• Positive Sentiment: KeyCorp lifted its price target to $475 and kept an overweight rating, adding to the bullish analyst backdrop for UNH. UnitedHealth Group had its price target raised by KeyCorp from $400.00 to $475.00.
• Positive Sentiment: Zacks Research upgraded UnitedHealth to strong-buy and nudged up future EPS estimates, reinforcing expectations that the company can beat earnings again. UnitedHealth Group was upgraded by Zacks Research from hold to strong-buy.
• Positive Sentiment: Analysts have been raising earnings forecasts for UnitedHealth, and several reports argue the company has a strong chance to top Q2 expectations based on its historical surprise record and favorable earnings setup. Will UnitedHealth (UNH) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: UNH is scheduled to report second-quarter results on July 16, so trading is being driven in part by positioning ahead of the earnings release. UnitedHealth Stock Forecast: Piper Sandler Analyst and Technical Indicators Point to Upside Ahead of Q2 Earnings
• Neutral Sentiment: Technical indicators and some market commentary suggest the stock may have room to move higher after earnings, but this is still contingent on the actual results and outlook. UnitedHealth Reports Earnings Thursday. Here’s How Much Its Stock Is Seen Moving
• Negative Sentiment: Broader managed-care stocks sold off after Elevance Health highlighted margin pressure and weak Medicaid-spending trends, which could weigh on sentiment toward UnitedHealth ahead of its report. Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next

Insider Buying and Selling

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

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of recent analyst reports. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. HSBC boosted their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. UBS Group lifted their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a research report on Wednesday, April 1st. Finally, Bank of America lifted their price target on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $429.50.

UnitedHealth Group Trading Down 1.8%

NYSE:UNH opened at $417.33 on Thursday. The company has a market cap of $378.99 billion, a P/E ratio of 31.52, a P/E/G ratio of 1.70 and a beta of 0.62. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $434.30. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The stock’s fifty day moving average price is $402.80 and its two-hundred day moving average price is $341.04.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 18.39 EPS for the current year.

UnitedHealth Group Increases Dividend

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