TCW Group Inc. Boosts Stake in UnitedHealth Group Incorporated $UNH

TCW Group Inc. increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 47.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 201,129 shares of the healthcare conglomerate’s stock after purchasing an additional 64,368 shares during the period. TCW Group Inc.’s holdings in UnitedHealth Group were worth $83,595,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group in the second quarter worth $340,000. Flow Traders U.S. LLC bought a new position in UnitedHealth Group in the second quarter valued at about $356,000. Finally, Jump Financial LLC purchased a new position in UnitedHealth Group in the second quarter worth about $377,000. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Jefferies Financial Group increased their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. HSBC upped their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Barclays raised their target price on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a report on Monday, July 20th. Finally, Mizuho boosted their price target on UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $455.92.

UnitedHealth Group Stock Up 0.6%

UNH opened at $401.52 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The stock has a market cap of $360.41 billion, a price-to-earnings ratio of 25.84, a price-to-earnings-growth ratio of 1.40 and a beta of 0.62. The firm’s fifty day moving average is $415.74 and its 200 day moving average is $352.85.

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

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is presently 59.72%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total value of $205,000.00. Following the transaction, the chief executive officer owned 16,497 shares of the company’s stock, valued at approximately $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by insiders.

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.