Turtle Creek Wealth Advisors LLC Buys 1,807 Shares of UnitedHealth Group Incorporated $UNH

Turtle Creek Wealth Advisors LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 10.6% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 18,808 shares of the healthcare conglomerate’s stock after purchasing an additional 1,807 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $5,089,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of UNH. Norges Bank bought a new position in UnitedHealth Group during the fourth quarter valued at $4,376,167,000. Capital Research Global Investors lifted its holdings in shares of UnitedHealth Group by 126.9% in 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 acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors grew its holdings in UnitedHealth Group by 18.8% during the 3rd 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 last quarter. T. Rowe Price Investment Management Inc. lifted its stake in UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after purchasing an additional 2,410,128 shares during the last quarter. Finally, Cardano Risk Management B.V. boosted its position in shares of UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after buying an additional 2,262,006 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. Wells Fargo & Company raised their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Wednesday, April 22nd. Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Mizuho raised their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Finally, Robert W. Baird upped their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $411.42.

UnitedHealth Group Price Performance

UNH opened at $424.64 on Friday. 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 business’s fifty day simple moving average is $391.45 and its 200-day simple moving average is $335.01. The company has a market capitalization of $385.63 billion, a price-to-earnings ratio of 32.07, a PEG ratio of 1.71 and a beta of 0.62. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $430.20.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the business earned $7.20 EPS. The firm’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted in an article arguing that its turnaround is continuing into the upcoming Q2 report, which suggests investors are looking for improving fundamentals and potential upside if execution stays on track. UnitedHealth Group: The Turnaround Continues Into The Q2 Report
• Positive Sentiment: Guardant Health said UnitedHealth will begin covering its Shield blood test for colorectal cancer screening on August 1, a move that may reinforce UNH’s reputation for supporting preventive care and could be viewed favorably by investors. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Neutral Sentiment: Several articles focused on UNH being “attracting investor attention” and on its Q1 earnings relative to peers, but these pieces were mostly informational rather than new catalysts, so they likely contributed to trading interest more than a decisive price move. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One piece warned that UnitedHealth faces a “Medicare reset,” which points to potential pressure on the company’s Medicare Advantage economics and could weigh on sentiment if reimbursement or margin assumptions soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

Insiders Place Their Bets

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

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.