UnitedHealth Group Incorporated $UNH Shares Sold by Puzo Michael J

Puzo Michael J trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 38.0% during the first quarter, HoldingsChannel.com reports. The firm owned 11,502 shares of the healthcare conglomerate’s stock after selling 7,035 shares during the period. Puzo Michael J’s holdings in UnitedHealth Group were worth $3,112,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank bought a new position in UnitedHealth Group during the 4th quarter valued at $4,376,167,000. T. Rowe Price Investment Management Inc. lifted its position in shares of UnitedHealth Group by 141.9% during 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. Cardano Risk Management B.V. increased its holdings in UnitedHealth Group by 864.4% in 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 last quarter. Hsbc Holdings PLC raised its stake in UnitedHealth Group by 87.5% during the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock valued at $1,294,367,000 after buying an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $528,273,000. Institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on UNH shares. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. TD Cowen increased their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. JPMorgan Chase & Co. increased their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday, June 8th. Finally, HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $449.17.

Key UnitedHealth Group News

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

• Positive Sentiment: Barclays raised its price target on UnitedHealth Group (UNH) to $441 from $429 and reiterated an overweight rating, reinforcing bullish sentiment around the stock’s post-earnings setup. Barclays raises UnitedHealth price target
• Positive Sentiment: Truist, Oppenheimer, and KeyBanc also lifted targets to $500, signaling that analysts see more room for UnitedHealth’s shares to run after the strong quarterly report. Wall Street sees more room to run
• Positive Sentiment: Media coverage highlighted UnitedHealth as a momentum stock, with several articles asking whether the recent strength and earnings performance make UNH an attractive buy for growth-oriented investors. Yahoo Finance momentum stock article
• Neutral Sentiment: Congress passed H.R. 8823, a bill aimed at strengthening provider accountability in FECA. While the measure could increase compliance scrutiny for healthcare providers, its direct financial impact on UnitedHealth is uncertain at this stage. House passes FECA accountability bill
• Negative Sentiment: One article flagged that UnitedHealth’s CFO warned that cost pressures are still not fully solved, suggesting that margin concerns could temper enthusiasm despite the earnings beat. CFO warning after earnings

UnitedHealth Group Stock Down 1.0%

UnitedHealth Group stock opened at $421.84 on Tuesday. The firm has a market capitalization of $383.09 billion, a P/E ratio of 27.15, a P/E/G ratio of 1.67 and a beta of 0.62. The company has a 50-day simple moving average of $405.55 and a 200-day simple moving average of $343.00. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the business posted $4.08 EPS. UnitedHealth Group’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 18.77 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 59.72%.

UnitedHealth Group Company 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.