Metis Global Partners LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.0% in the 4th quarter, Holdings Channel reports. The firm owned 39,390 shares of the healthcare conglomerate’s stock after selling 8,640 shares during the period. Metis Global Partners LLC’s holdings in UnitedHealth Group were worth $13,003,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of the company. Founders Capital Management LLC increased its stake in 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 purchasing an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC increased its stake in UnitedHealth Group by 1.7% in the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after purchasing an additional 29 shares in the last quarter. Cooper Financial Group increased its stake in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC raised its holdings in shares of UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after acquiring an additional 30 shares during the period. Finally, McLean Asset Management Corp raised its holdings in shares of 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 acquiring an additional 32 shares during the period. Institutional investors own 87.86% of the company’s stock.
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 $460 from $440 and reiterated an Outperform rating, citing an improving managed care outlook. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
- Positive Sentiment: Brokerage sentiment remains favorable, with UnitedHealth Group carrying a consensus “Moderate Buy” rating. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
- Positive Sentiment: Investors are rotating toward healthcare as a defensive sector while tech stocks weaken, which has lifted interest in UNH and other large-cap health insurers. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
- Neutral Sentiment: Zacks highlighted UNH as a top-ranked momentum stock, reinforcing the bullish technical setup, but this was more of a screening note than a company-specific catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
- Neutral Sentiment: Several articles pointed to UNH hitting or approaching 52-week highs, indicating strong recent momentum, though that can also lead to short-term pullbacks as traders lock in gains. UnitedHealth, Applied Materials, Citigroup Stocks Surged To 52-Week Highs Today: What Drove The Uptick?
- Negative Sentiment: After the recent rally, UNH has seen some consolidation and a modest pullback as investors digest gains, which is likely contributing to the stock’s softer tone today. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know
UnitedHealth Group Stock Down 1.3%
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 net margin of 2.68% and a return on equity of 14.65%. The company’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter last year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The company also recently declared 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. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 66.77%.
Analyst Upgrades and Downgrades
A number of equities research analysts recently commented on the stock. Royal Bank Of Canada raised their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $420.00 to $450.00 in a report on Thursday, June 4th. 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. Leerink Partners raised their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. One 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 company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.
Get Our Latest Stock Analysis on UnitedHealth Group
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction 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 completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $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 SEC, which is available through this link. 0.28% of the stock is currently owned by corporate 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.
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