Longfellow Investment Management Co. LLC Has $1.87 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Longfellow Investment Management Co. LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 175.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,418 shares of the healthcare conglomerate’s stock after acquiring an additional 3,449 shares during the period. Longfellow Investment Management Co. LLC’s holdings in UnitedHealth Group were worth $1,871,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group during the second quarter valued at approximately $25,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group in the second quarter worth $31,000. Hurley Capital LLC raised its holdings in UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after buying an additional 40 shares in the last quarter. Finally, Cloud Capital Management LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter valued at about $32,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

UNH has been the subject of several analyst reports. Barclays reduced their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Oppenheimer decreased their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. JPMorgan Chase & Co. dropped their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. Finally, Jefferies Financial Group decreased their target price on 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 investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Trading Down 1.2%

Shares of UNH opened at $288.59 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market capitalization of $261.95 billion, a price-to-earnings ratio of 21.88, a P/E/G ratio of 1.34 and a beta of 0.41. The stock’s 50-day moving average price is $309.18 and its 200 day moving average price is $325.83. 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 (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the previous year, the business posted $6.81 earnings per share. UnitedHealth Group’s quarterly revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a $2.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s payout ratio is presently 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.