Twin Capital Management Inc. Increases Position in UnitedHealth Group Incorporated $UNH

Twin Capital Management Inc. lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 40.5% during the fourth quarter, Holdings Channel reports. The fund owned 12,995 shares of the healthcare conglomerate’s stock after acquiring an additional 3,748 shares during the period. Twin Capital Management Inc.’s holdings in UnitedHealth Group were worth $4,290,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after acquiring an additional 995,210 shares during the period. Capital World Investors increased its position in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Capital International Investors increased its position in shares of UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the period. Capital Research Global Investors increased its holdings in UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Finally, Dodge & Cox increased its holdings in UnitedHealth Group by 8.6% in the third quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock valued at $3,282,296,000 after buying an additional 755,076 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.28% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on UNH shares. Morgan Stanley increased their target price on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. Oppenheimer increased their target price on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Wells Fargo & Company increased their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. 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 equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $385.39.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and reiterated an Outperform rating, signaling renewed confidence in the managed care leader and helping support the stock. UnitedHealth Price Target Lifted to $440 at Mizuho: The Managed Care Storm Clouds Are Clearing
• Positive Sentiment: Zacks Research lifted multiple earnings estimates for UNH, including FY2027 and several quarterly forecasts, suggesting improving profit expectations over the next few years. MarketBeat UnitedHealth Group page
• Positive Sentiment: Recent commentary also points to Wall Street analysts seeing further upside over the next 12 months, reinforcing the view that the stock may have more room to run. Wall Street predicts UnitedHealth stock price for next 12 months
• Neutral Sentiment: UnitedHealth’s latest earnings showed solid underlying performance, with Q1 results beating estimates on both EPS and revenue, which continues to provide a fundamental backstop for the shares. MarketBeat UnitedHealth Group page
• Negative Sentiment: Investor sentiment was hurt after Berkshire Hathaway, tied to Greg Abel, exited its entire UNH position, creating concern that a major long-term holder sees less near-term appeal. UnitedHealth Shares Fall After Berkshire Dumps Entire Stake
• Negative Sentiment: Related articles highlight that Berkshire’s exit triggered a stock slide and fresh scrutiny on headwinds facing the company, even though some analysts argue the selloff may be overdone. UnitedHealth Under the Microscope After Berkshire Pulls the Plug

UnitedHealth Group Stock Performance

NYSE UNH opened at $383.30 on Thursday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The company has a market capitalization of $348.09 billion, a PE ratio of 28.95, a P/E/G ratio of 1.68 and a beta of 0.64. The company has a fifty day moving average of $322.87 and a two-hundred day moving average of $318.86.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the firm posted $7.20 earnings per share. UnitedHealth Group’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 66.77%.

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.