Virtu Financial LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 67.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,995 shares of the healthcare conglomerate’s stock after selling 75,882 shares during the period. UnitedHealth Group makes up about 0.5% of Virtu Financial LLC’s holdings, making the stock its 13th largest holding. Virtu Financial LLC’s holdings in UnitedHealth Group were worth $11,882,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds also recently bought and sold shares of the company. MV Capital Management Inc. acquired a new stake in UnitedHealth Group in the 4th quarter valued at about $544,000. Sunbelt Securities Inc. increased its stake in shares of UnitedHealth Group by 4.9% during the fourth quarter. Sunbelt Securities Inc. now owns 1,416 shares of the healthcare conglomerate’s stock worth $467,000 after buying an additional 66 shares during the period. Cambient Family Office LLC purchased a new position in UnitedHealth Group in the fourth quarter worth approximately $605,000. White Knight Strategic Wealth Advisors LLC increased its position in shares of UnitedHealth Group by 4.7% in the 4th quarter. White Knight Strategic Wealth Advisors LLC now owns 780 shares of the healthcare conglomerate’s stock valued at $257,000 after purchasing an additional 35 shares during the last quarter. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at $40,000. Institutional investors and hedge funds own 87.86% of the company’s stock.
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.28% of the company’s stock.
UnitedHealth Group Trading Up 0.3%
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the firm posted $7.20 earnings per share. The company’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. On average, research analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.
UnitedHealth Group Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 70.09%.
UnitedHealth Group News Roundup
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
Analyst Upgrades and Downgrades
Several equities analysts recently commented on UNH shares. Barclays increased their target price on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Leerink Partners raised their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday. Sanford C. Bernstein upped their price target on UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a report on Wednesday, May 27th. Jefferies Financial Group boosted their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, Mizuho increased their target price on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a research report on Monday, June 8th. One 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 issued a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $409.75.
Get Our Latest Stock Report on UnitedHealth Group
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.
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