UnitedHealth Group Incorporated $UNH Stake Raised by GW&K Investment Management LLC

GW&K Investment Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1,891.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 82,319 shares of the healthcare conglomerate’s stock after purchasing an additional 78,186 shares during the period. GW&K Investment Management LLC’s holdings in UnitedHealth Group were worth $28,425,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in UNH. Norges Bank purchased a new position in shares of UnitedHealth Group during the 2nd quarter valued at $3,837,207,000. Berkshire Hathaway Inc purchased a new position in UnitedHealth Group in the second quarter valued at about $1,572,193,000. Dodge & Cox raised its stake in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Amundi raised its position in UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent research reports. JPMorgan Chase & Co. cut their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Morgan Stanley decreased their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Finally, Jefferies Financial Group reduced their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Down 1.2%

Shares of UNH stock opened at $288.59 on Friday. The stock has a 50 day moving average of $309.18 and a 200-day moving average of $325.83. The firm has a market cap of $261.95 billion, a PE ratio of 21.88, a price-to-earnings-growth ratio of 1.34 and a beta of 0.41. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the prior year, the company earned $6.81 EPS. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s payout ratio is currently 67.02%.

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.