North Dakota State Investment Board acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 31,213 shares of the healthcare conglomerate’s stock, valued at approximately $10,304,000.
Other hedge funds have also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group during the fourth quarter worth $26,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth $27,000. Foster Dykema Cabot & Partners LLC raised its stake in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 34 shares in the last quarter. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group in the third quarter valued at $29,000. 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 a number of research reports. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Morgan Stanley raised their target price on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Oppenheimer raised their target price on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Robert W. Baird raised their target price on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $378.88.
Insiders Place Their Bets
In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.28% of the company’s stock.
UnitedHealth Group Price Performance
UnitedHealth Group stock opened at $393.65 on Monday. The business’s 50-day simple moving average is $316.82 and its 200 day simple moving average is $318.20. The stock has a market cap of $357.49 billion, a price-to-earnings ratio of 29.73, a P/E/G ratio of 1.70 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter last year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.
UnitedHealth Group Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 66.77%.
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
- Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
- Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
- Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article
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.
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