UnitedHealth Group Incorporated $UNH Stake Raised by Triglav Investments D.O.O.

Triglav Investments D.O.O. increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 86.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,399 shares of the healthcare conglomerate’s stock after acquiring an additional 15,443 shares during the period. Triglav Investments D.O.O.’s holdings in UnitedHealth Group were worth $11,026,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of UNH. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the 4th quarter worth about $26,000. Anfield Capital Management LLC increased its position in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC increased its position in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC acquired a new position in UnitedHealth Group in the 3rd quarter worth about $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $379.70 on Friday. The stock has a 50 day moving average of $336.85 and a two-hundred day moving average of $321.55. 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 12 month low of $234.60 and a 12 month high of $404.15. The company has a market capitalization of $344.82 billion, a P/E ratio of 28.68, a P/E/G ratio of 1.65 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter last year, the company earned $7.20 EPS. The company’s quarterly revenue 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, equities analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

Analyst Ratings Changes

Several research analysts have weighed in on UNH shares. TD Cowen upped their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Robert W. Baird increased their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a report on Wednesday, April 22nd. Morgan Stanley increased their price objective on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Mizuho increased their price objective on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a report on Wednesday, May 20th. Finally, HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $397.63.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value 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 trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare said it will eliminate prior authorization requirements for nearly two-thirds of pediatric services by year-end. That could reduce administrative friction, improve patient/provider relations, and support customer satisfaction. Reuters article
• Positive Sentiment: Bernstein raised its price target on UNH to $492 from $444 and kept an Outperform rating, citing an EPS recovery outlook. Higher price targets from analysts can help reinforce investor confidence. Yahoo Finance article
• Neutral Sentiment: Berkshire Hathaway fully exited its UNH stake, which is drawing attention to valuation and regulatory risks. While not necessarily a fundamental change, the sale may weigh on sentiment around the stock. Yahoo Finance article
• Negative Sentiment: Massachusetts filed a lawsuit against a UnitedHealth insurance unit, alleging more than $100 million in Medicaid fraud tied to inflated illness severity claims. The lawsuit adds legal and reputational risk for UNH. Investing.com article

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.