Nan Fung Trinity HK Ltd. trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 93.3% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 43,575 shares of the healthcare conglomerate’s stock after selling 602,975 shares during the quarter. UnitedHealth Group comprises about 1.5% of Nan Fung Trinity HK Ltd.’s portfolio, making the stock its 25th biggest holding. Nan Fung Trinity HK Ltd.’s holdings in UnitedHealth Group were worth $15,996,000 as of its most recent filing with the SEC.
Other hedge funds also recently modified their holdings of the company. Maryland State Retirement & Pension System acquired a new stake in shares of UnitedHealth Group in the 3rd quarter valued at $20,248,000. Machina Capital S.A.S. bought a new position in shares of UnitedHealth Group in the 3rd quarter valued at $7,497,000. DSG Capital Advisors LLC raised its holdings in shares of UnitedHealth Group by 0.9% during the 3rd quarter. DSG Capital Advisors LLC now owns 62,565 shares of the healthcare conglomerate’s stock worth $22,966,000 after buying an additional 568 shares in the last quarter. Silver Grove Financial Group Inc. raised its holdings in shares of UnitedHealth Group by 5.7% during the 3rd quarter. Silver Grove Financial Group Inc. now owns 1,165 shares of the healthcare conglomerate’s stock worth $428,000 after buying an additional 63 shares in the last quarter. Finally, Illinois Municipal Retirement Fund lifted its position in shares of UnitedHealth Group by 7.8% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 61,044 shares of the healthcare conglomerate’s stock worth $22,408,000 after buying an additional 4,395 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.
Key Headlines Impacting UnitedHealth Group
Here are a few of the latest headlines about UNH:
- Neutral Sentiment: UnitedHealth added Madeline Bell, a children’s hospital CEO, to its board—the second board appointment since the company began its financial and operational turnaround. The appointment adds healthcare leadership experience, though its financial impact is uncertain. UnitedHealth Adds Children’s Hospital Executive to Board
- Neutral Sentiment: A law firm invited shareholders to discuss potential claims involving company insiders. The release provides no substantiation or finding of wrongdoing, so it is not evidence of liability, though it may draw attention to legal and governance risks. Shareholder Rights Notice
- Negative Sentiment: UnitedHealth plans to drop Medicare plans in 140 counties and leave Wyoming. The exits could reduce coverage and membership in affected areas; the longer-term impact will depend on whether the move helps control costs and improve plan economics. UnitedHealth to Drop Medicare Plans in 140 Counties and Leave Wyoming
Wall Street Analyst Weigh In
Several analysts recently weighed in on UNH shares. Deutsche Bank raised their price objective on UnitedHealth Group from $370.00 to $467.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Royal Bank Of Canada boosted their target price on UnitedHealth Group from $478.00 to $498.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 20th. Piper Sandler increased their target price on shares of UnitedHealth Group from $502.00 to $504.00 and gave the stock an “overweight” rating in a report on Wednesday, October 14th. DA Davidson set a $512.00 price target on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Finally, Wells Fargo & Company decreased their price target on shares of UnitedHealth Group from $526.00 to $487.00 and set an “overweight” rating on the stock in a report on Tuesday, October 27th. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $463.93.
Get Our Latest Analysis on UNH
Insider Activity
In other news, CEO Patrick Conway sold 1,169 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.
UnitedHealth Group Stock Up 0.6%
Shares of UNH opened at $405.45 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.74 and a current ratio of 0.74. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The stock has a market capitalization of $363.29 billion, a price-to-earnings ratio of 23.16, a PEG ratio of 1.46 and a beta of 0.51. The stock has a fifty day moving average of $391.23 and a 200-day moving average of $365.03.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings data on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $0.55. The business had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group’s quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 20.61 earnings per share for the current fiscal year.
UnitedHealth Group Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, December 7th will be issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s payout ratio is 53.00%.
About UnitedHealth Group
UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.
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