Grantham Mayo Van Otterloo & Co. LLC Acquires 525,175 Shares of UnitedHealth Group Incorporated $UNH

Grantham Mayo Van Otterloo & Co. LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 24.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,666,623 shares of the healthcare conglomerate’s stock after purchasing an additional 525,175 shares during the quarter. UnitedHealth Group makes up 2.6% of Grantham Mayo Van Otterloo & Co. LLC’s portfolio, making the stock its 11th biggest position. Grantham Mayo Van Otterloo & Co. LLC’s holdings in UnitedHealth Group were worth $920,785,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Norges Bank bought a new position in shares of UnitedHealth Group in the 2nd quarter worth $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 holdings in UnitedHealth Group by 117.7% in the second 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 about $528,273,000. Finally, Amundi raised its stake in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after acquiring an additional 1,565,245 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the topic of several analyst reports. Truist Financial cut their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Wells Fargo & Company cut their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. UBS Group lowered their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Finally, Royal Bank Of Canada lowered their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One investment 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 assigned 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 an average target price of $372.13.

UnitedHealth Group Trading Down 0.7%

Shares of UnitedHealth Group stock opened at $286.86 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock has a market cap of $260.38 billion, a PE ratio of 21.75, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. The firm has a fifty day moving average price of $308.28 and a 200 day moving average price of $325.83.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share 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 during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 EPS. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

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.