Jacobs Equity LLC Buys Shares of 1,693 UnitedHealth Group Incorporated $UNH

Jacobs Equity LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, Holdings Channel reports. The fund purchased 1,693 shares of the healthcare conglomerate’s stock, valued at approximately $559,000.

A number of other hedge funds have also recently bought and sold shares of the stock. Founders Capital Management LLC lifted its stake in shares of UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after buying an additional 29 shares during the period. Kellett Wealth Advisors LLC raised its holdings in UnitedHealth Group by 1.7% in the 4th 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 in the last quarter. Cooper Financial Group grew its holdings in shares of UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC raised its stake in shares of UnitedHealth Group by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after purchasing an additional 30 shares in the last quarter. Finally, McLean Asset Management Corp boosted its stake in UnitedHealth Group by 1.6% during the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock worth $670,000 after buying an additional 32 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a report on Wednesday, April 22nd. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, JPMorgan Chase & Co. increased their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $409.75.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly 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 document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $400.86 on Friday. The stock has a market capitalization of $364.04 billion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The firm has a 50 day moving average of $371.80 and a 200-day moving average of $329.05.

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

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. 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 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is currently 70.09%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

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.