Kovitz Investment Group Partners LLC Sells 37,263 Shares of UnitedHealth Group Incorporated $UNH

Kovitz Investment Group Partners LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 22.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 128,943 shares of the healthcare conglomerate’s stock after selling 37,263 shares during the period. UnitedHealth Group accounts for 0.9% of Kovitz Investment Group Partners LLC’s investment portfolio, making the stock its 20th largest holding. Kovitz Investment Group Partners LLC’s holdings in UnitedHealth Group were worth $42,566,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. White Knight Strategic Wealth Advisors LLC grew its position in shares of UnitedHealth Group by 4.7% in the fourth quarter. White Knight Strategic Wealth Advisors LLC now owns 780 shares of the healthcare conglomerate’s stock valued at $257,000 after purchasing an additional 35 shares in the last quarter. Mcguire Capital Advisors Inc. bought a new position in UnitedHealth Group in the 4th quarter worth about $40,000. T. Rowe Price Investment Management Inc. grew its holdings in UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after buying an additional 2,410,128 shares in the last quarter. WealthPoint Financial LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter worth about $233,000. Finally, Van Diest Capital LLC purchased a new position in UnitedHealth Group during the fourth quarter valued at approximately $349,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Trading Up 0.3%

Shares of UNH stock opened at $400.86 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market cap of $364.04 billion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64. The business has a 50-day moving average price of $371.80 and a two-hundred day moving average price of $329.05. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the firm posted $7.20 EPS. UnitedHealth Group’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm 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 a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Bank of America raised shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and upped their price target for the stock from $420.00 to $450.00 in a report on Thursday, June 4th. UBS Group lifted their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Leerink Partners raised their price target on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $409.75.

More UnitedHealth Group News

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

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.