Rockland Trust Co. Cuts Position in UnitedHealth Group Incorporated $UNH

Rockland Trust Co. reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 94.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,283 shares of the healthcare conglomerate’s stock after selling 79,095 shares during the quarter. Rockland Trust Co.’s holdings in UnitedHealth Group were worth $1,479,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Guerra Advisors Inc purchased a new stake in UnitedHealth Group during the third quarter valued at about $1,059,000. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at approximately $1,572,193,000. Murphy Pohlad Asset Management LLC grew its stake in UnitedHealth Group by 21.8% in the 2nd quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after buying an additional 791 shares in the last quarter. Carnegie Investment Counsel lifted its position in shares of UnitedHealth Group by 2.2% during the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after acquiring an additional 2,316 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in shares of UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after purchasing an additional 1,901 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Down 1.0%

UNH opened at $273.00 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The business’s fifty day simple moving average is $323.87 and its 200 day simple moving average is $323.38. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The stock has a market cap of $247.29 billion, a PE ratio of 20.70, a P/E/G ratio of 1.27 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company’s revenue was up 12.3% on a year-over-year basis. During the same period in the prior year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have commented on UNH shares. The Goldman Sachs Group assumed coverage on UnitedHealth Group in a research note on Tuesday, October 14th. They issued a “buy” rating and a $406.00 target price for the company. Deutsche Bank Aktiengesellschaft lowered shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price objective for the company. in a research report on Wednesday, October 29th. Jefferies Financial Group lowered their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Oppenheimer decreased their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Finally, Leerink Partners dropped their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Company 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.