Waverton Investment Management Ltd Has $249.87 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Waverton Investment Management Ltd lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 25.5% in the third quarter, HoldingsChannel reports. The fund owned 723,673 shares of the healthcare conglomerate’s stock after buying an additional 147,225 shares during the period. UnitedHealth Group accounts for approximately 3.2% of Waverton Investment Management Ltd’s investment portfolio, making the stock its 18th largest holding. Waverton Investment Management Ltd’s holdings in UnitedHealth Group were worth $249,866,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group in the second quarter valued at approximately $340,000. IFG Advisory LLC raised its stake in shares of UnitedHealth Group by 27.1% during the 2nd quarter. IFG Advisory LLC now owns 5,446 shares of the healthcare conglomerate’s stock worth $1,699,000 after purchasing an additional 1,160 shares in the last quarter. Finally, Lifeworks Advisors LLC grew its stake in shares of UnitedHealth Group by 4.5% in the second quarter. Lifeworks Advisors LLC now owns 1,543 shares of the healthcare conglomerate’s stock valued at $481,000 after buying an additional 67 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 2.2%

UNH opened at $292.97 on Monday. The company has a 50-day simple moving average of $311.98 and a 200 day simple moving average of $326.28. The stock has a market capitalization of $265.38 billion, a price-to-earnings ratio of 22.21, a P/E/G ratio of 1.35 and a beta of 0.41. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the firm posted $6.81 earnings per share. The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.0%. UnitedHealth Group’s payout ratio is currently 67.02%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on UNH shares. JPMorgan Chase & Co. dropped their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Wells Fargo & Company cut their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. UBS Group dropped their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Barclays dropped their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Finally, Leerink Partners cut their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target 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.