UnitedHealth Group Incorporated $UNH Stock Position Lifted by Van Den Berg Management I Inc.

Van Den Berg Management I Inc. grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 10.6% in the first quarter, Holdings Channel.com reports. The fund owned 28,888 shares of the healthcare conglomerate’s stock after buying an additional 2,765 shares during the period. UnitedHealth Group makes up approximately 1.8% of Van Den Berg Management I Inc.’s investment portfolio, making the stock its 22nd largest position. Van Den Berg Management I Inc.’s holdings in UnitedHealth Group were worth $7,817,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors bought a new position in shares of UnitedHealth Group in the 4th quarter worth about $25,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management bought a new position in UnitedHealth Group in the fourth quarter worth about $27,000. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. bought a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 0.7%

UnitedHealth Group stock opened at $420.40 on Friday. The company’s 50-day moving average price is $408.00 and its two-hundred day moving average price is $345.60. The stock has a market cap of $381.78 billion, a price-to-earnings ratio of 27.05, a PEG ratio of 1.47 and a beta of 0.62. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66.

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

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
• Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?

Wall Street Analysts Forecast Growth

UNH has been the topic of several analyst reports. Oppenheimer increased their target price on UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and upped their price target for the stock from $287.00 to $453.00 in a research report on Thursday, July 16th. Mizuho boosted 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. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a research note on Monday. Finally, Morgan Stanley boosted their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

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.