Dickmeyer Boyce Financial Management Inc. Takes Position in UnitedHealth Group Incorporated $UNH

Dickmeyer Boyce Financial Management Inc. purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,341 shares of the healthcare conglomerate’s stock, valued at approximately $363,000.

A number of other hedge funds also recently added to or reduced their stakes in UNH. Norges Bank acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $4,376,167,000. T. Rowe Price Investment Management Inc. increased its position in UnitedHealth Group by 141.9% in 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 acquiring an additional 2,410,128 shares during the period. Cardano Risk Management B.V. grew its stake in shares of UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares in the last quarter. Hsbc Holdings PLC grew its position in UnitedHealth Group by 87.5% in the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock valued at $1,294,367,000 after buying an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $528,273,000. 87.86% of the stock is currently owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted in CNBC’s “Final Trades,” which can reinforce bullish sentiment and bring additional investor attention to the stock. UnitedHealth, Ardagh Metal Packaging, Nvidia And More: CNBC’s ‘Final Trades’
• Positive Sentiment: JPMorgan Chase reportedly raised its price target on UNH to $516, signaling Wall Street sees more upside from current levels. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: Zacks said UnitedHealth is a strong momentum stock, citing favorable style scores and solid earnings estimate revisions, which often supports share-price gains. Here’s Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: News that UnitedHealth lifted its full-year view suggests management is more confident about the business outlook, a key catalyst for investors. UnitedHealth Group (NYSE:UNH) In Focus After Lifting Full-Year View
• Neutral Sentiment: Some coverage questioned whether UNH’s recovery is already priced in and warned of near-term consolidation risk, which may limit upside in the short run. UnitedHealth: Recovery Unlikely To Be Linear – Near-Term Consolidation Risks
• Neutral Sentiment: UnitedHealth was also mentioned as a defensive stock and a “safe haven” idea, which can attract risk-averse investors but is not a major fundamental catalyst. Beyond the AI Trade: 3 Defensive Stocks Built for Stability

UnitedHealth Group Price Performance

UNH opened at $423.44 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $461.62. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $384.54 billion, a P/E ratio of 27.25, a PEG ratio of 1.50 and a beta of 0.62. The stock has a fifty day moving average of $407.46 and a 200-day moving average of $345.08.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the firm earned $4.08 earnings per share. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date of this dividend was 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 2.2%. UnitedHealth Group’s payout ratio is presently 59.72%.

Analyst Ratings Changes

A number of research firms have weighed in on UNH. Barclays upped their target price on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday. Weiss Ratings upgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 10th. TD Cowen lifted their price objective on shares of UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. Mizuho increased their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $455.92.

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.