Greenspring Advisors LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 3,403 shares of the healthcare conglomerate’s stock, valued at approximately $1,123,000.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Public Sector Pension Investment Board lifted its position in UnitedHealth Group by 43.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after acquiring an additional 86,432 shares during the last quarter. Oberndorf William E bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $12,276,000. Oppenheimer Asset Management Inc. increased its holdings in shares of UnitedHealth Group by 15.2% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 48,745 shares of the healthcare conglomerate’s stock worth $16,832,000 after purchasing an additional 6,421 shares during the period. Applied Finance Capital Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $2,831,000. Finally, Timber Creek Capital Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $2,227,000. Institutional investors and hedge funds own 87.86% of the company’s stock.
Insider Transactions 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 shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.28% of the company’s stock.
UnitedHealth Group Price Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 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 business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the firm earned $7.20 earnings per share. UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s payout ratio is 66.77%.
Analyst Ratings Changes
UNH has been the topic of several research reports. Argus upgraded shares of 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. Robert W. Baird upped their target price 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. Morgan Stanley upped their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Sanford C. Bernstein upped their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. Finally, Oppenheimer upped their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $399.50.
Read Our Latest Stock Analysis on UNH
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, signaling continued confidence in cash flow and a commitment to returning capital to shareholders. UnitedHealth Raises Dividend by 5% as Turnaround Efforts Continue
- Positive Sentiment: At its annual shareholder meeting, shareholders re-elected the board and approved executive compensation, which suggests broad investor support for management’s current strategy. UnitedHealth Group Updates on Annual Shareholder Meeting, Board Actions
- Neutral Sentiment: Industry commentary remains constructive for large HMO operators like UNH, citing aging demographics, stable Medicare premiums, digital healthcare adoption, and M&A opportunities as tailwinds for the sector. 5 HMO Stocks in Focus Amid an Aging U.S. Population, Tech Innovation
- Neutral Sentiment: UnitedHealth also issued a standard update on its annual shareholder meeting and board actions, with no major surprise changes disclosed. UnitedHealth Group Updates on Annual Shareholder Meeting, Board Actions
- Negative Sentiment: New reports highlight cost pressure and increased managed care scrutiny, which could weigh on margins if medical costs or regulatory oversight intensify. UnitedHealth Faces Cost Pressure As Managed Care Scrutiny Builds
- Negative Sentiment: Medicare reimbursement concerns and a Massachusetts lawsuit accusing the company of inflating Medicaid patient risk scores add fresh legal and reimbursement risk to the UNH story. UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
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.
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