UnitedHealth Group Incorporated $UNH Shares Bought by Cerity Partners LLC

Cerity Partners LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 266,341 shares of the healthcare conglomerate’s stock after acquiring an additional 2,377 shares during the period. Cerity Partners LLC’s holdings in UnitedHealth Group were worth $87,922,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in UNH. Founders Capital Management LLC raised its holdings in shares of UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after acquiring an additional 29 shares during the period. Kellett Wealth Advisors LLC raised its holdings in shares of UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after acquiring an additional 29 shares during the period. Cooper Financial Group raised its holdings in shares of UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after acquiring an additional 30 shares during the period. Successful Portfolios LLC raised its holdings in shares of UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after acquiring an additional 30 shares during the period. Finally, McLean Asset Management Corp raised its holdings in shares of UnitedHealth Group by 1.6% during the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock valued at $670,000 after acquiring an additional 32 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

NYSE UNH opened at $412.57 on Wednesday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a fifty day simple moving average of $353.96 and a 200 day simple moving average of $324.99. The company has a market cap of $374.67 billion, a P/E ratio of 31.16, a P/E/G ratio of 1.63 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $413.00.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s payout ratio is currently 66.77%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group News Summary

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Healthcare is benefiting from a broader shift away from tech, with UNH cited as part of the sector’s defensive appeal as investors look for steadier names during market volatility. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Positive Sentiment: Mizuho raised its price target on UNH to $460 from $440 and kept an outperform rating, signaling confidence in further upside. UnitedHealth Group had its price target raised by Mizuho
• Positive Sentiment: JPMorgan also lifted its target on UNH to $466 from $420 and reiterated an overweight rating, reinforcing bullish analyst sentiment. UnitedHealth Group had its price target raised by JPMorgan Chase & Co.
• Positive Sentiment: UNH continues to appear on “top value stock” and dividend stock lists, which may be drawing investor attention to the name as a large-cap, income-oriented healthcare holding. UnitedHealth Group (UNH) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Several recent articles highlighted UNH in broader thematic pieces about healthcare rotation and the “Bank of Mom and Dad,” but these are more commentary-driven than direct company-specific catalysts. The Bank of Mom and Dad Is Booming—3 Stocks to Watch (UNH)

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of recent analyst reports. Jefferies Financial Group boosted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Oppenheimer upped their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. Truist Financial upped their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Finally, Robert W. Baird upped their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $407.17.

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.