Immersion Capital LLP Buys 2,940 Shares of UnitedHealth Group Incorporated $UNH

Immersion Capital LLP raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 31.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,340 shares of the healthcare conglomerate’s stock after buying an additional 2,940 shares during the quarter. UnitedHealth Group comprises about 5.9% of Immersion Capital LLP’s portfolio, making the stock its 6th biggest holding. Immersion Capital LLP’s holdings in UnitedHealth Group were worth $4,074,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of UNH. Founders Capital Management LLC lifted its position in shares of UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after purchasing an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC lifted its position in shares of UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after purchasing an additional 29 shares in the last quarter. Cooper Financial Group lifted its position in shares of UnitedHealth Group by 0.7% during the fourth 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 lifted its position 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 purchasing an additional 30 shares in the last quarter. Finally, McLean Asset Management Corp lifted its position 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 purchasing an additional 32 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 2.0%

UNH stock opened at $399.33 on Thursday. 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 twelve month low of $234.60 and a twelve month high of $415.98. The company’s 50 day moving average is $369.93 and its two-hundred day moving average is $328.55. The stock has a market cap of $362.65 billion, a P/E ratio of 30.16, a PEG ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for 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 firm’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s payout ratio is 70.09%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on UNH shares. 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. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Barclays raised their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Sanford C. Bernstein raised their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a report on Wednesday, May 27th. Finally, Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $409.75.

UnitedHealth Group News Summary

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

• Positive Sentiment: Leerink Partners raised its price target on UnitedHealth Group to $462 from $400 and reiterated an outperform rating, citing improved margin expectations at Optum Health and signaling confidence in the company’s recovery efforts. Leerink Raises UnitedHealth PT
• Positive Sentiment: Wall Street commentary has grown more constructive on UnitedHealth’s turnaround, with analysts pointing to better long-term profitability at its Optum Health unit as a reason the stock could recover further. UnitedHealth Stock Gets a Target Price Increase
• Neutral Sentiment: Separate coverage noted that hedge funds have continued to buy UnitedHealth, suggesting institutional interest remains solid, though this is not a direct catalyst by itself. Hedge Funds Bought UnitedHealth
• Neutral Sentiment: One investor-letter item said Sustainable Growth Advisers sold its stake in UNH, but the article provided limited detail on the reason, so the stock impact is unclear. SGA Sold UnitedHealth Stake
• Negative Sentiment: Despite the bullish analyst note, UNH also traded lower than the broader market in the latest session, reflecting that investors are still cautious about the pace and durability of the turnaround. UnitedHealth Fell More Than Broader Market

Insider Activity

In other 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 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 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 accessible through this link. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Company 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.