Keybank National Association OH Trims Position in UnitedHealth Group Incorporated $UNH

Keybank National Association OH reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 133,733 shares of the healthcare conglomerate’s stock after selling 6,005 shares during the quarter. Keybank National Association OH’s holdings in UnitedHealth Group were worth $36,187,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Oberndorf William E purchased a new stake in UnitedHealth Group in the third quarter valued at $12,276,000. Nordea Investment Management AB increased its position in shares of UnitedHealth Group by 4.2% during the 4th quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock worth $30,287,000 after purchasing an additional 3,720 shares during the last quarter. Rovida Advisors Inc. raised its holdings in UnitedHealth Group by 100.0% in the 3rd quarter. Rovida Advisors Inc. now owns 30,000 shares of the healthcare conglomerate’s stock valued at $10,358,000 after buying an additional 15,000 shares during the period. Capital Research Global Investors boosted its stake in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the period. Finally, Vaughan David Investments LLC IL raised its stake in shares of UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after acquiring an additional 3,934 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on UNH. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a report on Wednesday, April 1st. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Mizuho increased their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Jefferies Financial Group lifted their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Finally, Barclays increased their price target on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $411.42.

UnitedHealth Group Trading Down 0.4%

NYSE:UNH opened at $424.64 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $430.20. The firm has a market cap of $385.63 billion, a PE ratio of 32.07, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a fifty day moving average price of $391.45 and a 200 day moving average price of $335.01.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) 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 analyst estimates of $109.84 billion. During the same quarter last year, the company earned $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. Sell-side 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 was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were issued a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth was highlighted in an article arguing that its turnaround is continuing into the upcoming Q2 report, which suggests investors are looking for improving fundamentals and potential upside if execution stays on track. UnitedHealth Group: The Turnaround Continues Into The Q2 Report
• Positive Sentiment: Guardant Health said UnitedHealth will begin covering its Shield blood test for colorectal cancer screening on August 1, a move that may reinforce UNH’s reputation for supporting preventive care and could be viewed favorably by investors. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Neutral Sentiment: Several articles focused on UNH being “attracting investor attention” and on its Q1 earnings relative to peers, but these pieces were mostly informational rather than new catalysts, so they likely contributed to trading interest more than a decisive price move. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One piece warned that UnitedHealth faces a “Medicare reset,” which points to potential pressure on the company’s Medicare Advantage economics and could weigh on sentiment if reimbursement or margin assumptions soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s 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 sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.28% of the company’s stock.

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.