Rare Wolf Capital LLC Purchases New Position in UnitedHealth Group Incorporated $UNH

Rare Wolf Capital LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 4,829 shares of the healthcare conglomerate’s stock, valued at approximately $1,594,000. UnitedHealth Group comprises about 1.0% of Rare Wolf Capital LLC’s holdings, making the stock its 25th biggest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the fourth quarter valued at $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC boosted its position in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its holdings in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

More UnitedHealth Group News

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

• 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

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Royal Bank Of Canada upped their price target on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and increased their target price for the stock from $420.00 to $450.00 in a research note on Thursday, June 4th. Leerink Partners boosted their price target on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Truist Financial increased 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. One equities research 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 given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $409.75.

UnitedHealth Group Stock Up 0.3%

Shares of NYSE:UNH opened at $400.86 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. 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 firm’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 price-to-earnings ratio of 30.28, a PEG ratio of 1.61 and a beta of 0.64.

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

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be issued a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Insider Buying and Selling

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 completion of the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.28% of the company’s stock.

About UnitedHealth Group

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.