T. Rowe Price Investment Management Inc. Grows Stock Position in UnitedHealth Group Incorporated $UNH

T. Rowe Price Investment Management Inc. grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 141.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,109,029 shares of the healthcare conglomerate’s stock after buying an additional 2,410,128 shares during the period. UnitedHealth Group accounts for 0.9% of T. Rowe Price Investment Management Inc.’s investment portfolio, making the stock its 25th largest position. T. Rowe Price Investment Management Inc.’s holdings in UnitedHealth Group were worth $1,356,432,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. WealthPoint Financial LLC bought a new position in UnitedHealth Group during the fourth quarter worth about $233,000. Van Diest Capital LLC bought a new position in UnitedHealth Group in the 4th quarter worth approximately $349,000. Compound Planning Inc. raised its holdings in UnitedHealth Group by 10.5% during the 4th quarter. Compound Planning Inc. now owns 9,744 shares of the healthcare conglomerate’s stock valued at $3,217,000 after acquiring an additional 927 shares during the period. TMB Capital Partners LLC bought a new position in shares of UnitedHealth Group in the fourth quarter worth $991,000. Finally, Invesco Ltd. grew its position in shares of UnitedHealth Group by 23.1% in the fourth quarter. Invesco Ltd. now owns 5,309,788 shares of the healthcare conglomerate’s stock valued at $1,752,814,000 after purchasing an additional 996,150 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have commented on the company. Truist Financial raised their target price on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. Mizuho upped their target price on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Royal Bank Of Canada raised their price target on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Finally, Oppenheimer upped their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $409.75.

Trending Headlines about UnitedHealth Group

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

UnitedHealth Group Trading Up 0.3%

Shares of UNH opened at $400.86 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The company has a market capitalization of $364.04 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.61 and a beta of 0.64. 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 firm’s 50 day simple moving average is $371.80 and its 200 day simple moving average is $329.05.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The business’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given 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 is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was 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 of the company’s stock, valued at $6,320,775. This 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 the SEC website. 0.28% of the stock is owned by insiders.

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.