Rothschild Capital Partners LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Rothschild Capital Partners LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, HoldingsChannel reports. The institutional investor bought 2,400 shares of the healthcare conglomerate’s stock, valued at approximately $998,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group during the 4th quarter valued at about $25,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group during the fourth quarter valued at $27,000. Lifetime Wealth Management P.C. bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $29,000. Finally, Wilkerson Advisory Group LLC purchased a new position in UnitedHealth Group during the fourth quarter valued at approximately $30,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 0.3%

UnitedHealth Group stock opened at $393.99 on Monday. The firm has a market cap of $353.64 billion, a price-to-earnings ratio of 25.35, a price-to-earnings-growth ratio of 1.36 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The business’s 50-day moving average price is $413.28 and its 200 day moving average price is $360.71. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business’s quarterly revenue was up .4% on a year-over-year basis. During the same period in the previous year, the firm earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is currently 59.72%.

Analyst Ratings Changes

A number of brokerages recently weighed in on UNH. Piper Sandler set a $477.00 price objective on UnitedHealth Group in a research report on Thursday, July 16th. Truist Financial boosted their price objective on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research report on Tuesday, July 21st. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a research note on Monday, July 20th. Finally, Morgan Stanley raised their price target on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $456.56.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the firm’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 sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

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.