HB Wealth Management LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.6% during the 1st quarter, Holdings Channel.com reports. The firm owned 49,228 shares of the healthcare conglomerate’s stock after purchasing an additional 1,705 shares during the period. HB Wealth Management LLC’s holdings in UnitedHealth Group were worth $13,321,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also recently made changes to their positions in UNH. Mustard Seed Financial LLC purchased a new position in shares of UnitedHealth Group during the 1st quarter valued at $262,000. Investors Asset Management of Georgia Inc. GA ADV raised its stake in UnitedHealth Group by 15.1% in the 1st quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 1,006 shares of the healthcare conglomerate’s stock valued at $272,000 after acquiring an additional 132 shares during the period. Osborne Partners Capital Management LLC lifted its holdings in UnitedHealth Group by 4.0% during the first quarter. Osborne Partners Capital Management LLC now owns 26,007 shares of the healthcare conglomerate’s stock valued at $7,037,000 after purchasing an additional 1,005 shares during the last quarter. Baer Investment Advisory LLC purchased a new position in shares of UnitedHealth Group in the first quarter worth about $927,000. Finally, Boyd Watterson Asset Management LLC OH lifted its stake in shares of UnitedHealth Group by 8.8% during the 1st quarter. Boyd Watterson Asset Management LLC OH now owns 3,466 shares of the healthcare conglomerate’s stock valued at $938,000 after buying an additional 279 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth began covering Guardant Health’s Shield blood test for colorectal cancer screening for eligible members, making it the first major commercial insurer to back the test for adults 45 and older. That could strengthen UnitedHealth’s preventative-care offering and support its long-term growth image. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
- Positive Sentiment: Several recent articles highlight UnitedHealth as an “attracting investor attention” name and a potential turnaround candidate heading into its next earnings report, which can keep sentiment elevated if investors expect operational improvement. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Analysts and commentary pieces say UnitedHealth’s valuation still looks “reasonable” despite a strong one-year gain, suggesting the stock is being judged on whether future growth can justify the run-up rather than on any fresh operational surprise. UnitedHealth (UNH) Stock Looks Reasonable Even After A 42% Gain
- Neutral Sentiment: Broader healthcare-stock roundup articles and Q1 peer-comparison coverage do not point to a company-specific catalyst for UnitedHealth, but they keep UNH in focus as investors rotate within managed care and healthcare providers. Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
- Negative Sentiment: One article flagged a “Medicare reset” for UnitedHealth, which may reflect ongoing pressure or uncertainty around reimbursement and government-program exposure—an area investors tend to watch closely for margin risk. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset
UnitedHealth Group Trading Down 0.2%
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results 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 business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. 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 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.
Insider Buying and Selling
In other 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by corporate insiders.
Analyst Ratings Changes
A number of research analysts recently weighed in on the stock. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research note on Wednesday, April 1st. Morgan Stanley lifted their price target on UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research report on Tuesday. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Bank of America lifted their target price on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Finally, Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $411.42.
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.
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