Unison Asset Management LLC Purchases 1,677 Shares of UnitedHealth Group Incorporated $UNH

Unison Asset Management LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 8.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,453 shares of the healthcare conglomerate’s stock after purchasing an additional 1,677 shares during the quarter. UnitedHealth Group comprises about 3.0% of Unison Asset Management LLC’s holdings, making the stock its 15th biggest holding. Unison Asset Management LLC’s holdings in UnitedHealth Group were worth $6,700,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in UNH. Capital Research Global Investors raised its holdings in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares in the last quarter. Capital World Investors raised its holdings in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Capital International Investors raised its holdings in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares in the last quarter. Lone Pine Capital LLC bought a new position in UnitedHealth Group in the 2nd quarter worth $528,273,000. Finally, Bessemer Group Inc. grew its position in shares of UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after buying an additional 1,100,850 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $377.48 on Wednesday. The company’s 50-day moving average is $331.06 and its 200 day moving average is $320.29. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company has a market capitalization of $342.80 billion, a price-to-earnings ratio of 28.51, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter last year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Robert W. Baird upped their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Oppenheimer upped their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Morgan Stanley upped their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Sanford C. Bernstein upped their target price on shares of UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 7th. Finally, Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $390.00.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is currently owned by insiders.

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.