WINTON GROUP Ltd Makes New Investment in UnitedHealth Group Incorporated $UNH

WINTON GROUP Ltd purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,944 shares of the healthcare conglomerate’s stock, valued at approximately $642,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group in the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC boosted its stake in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its stake in shares of UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Jefferies Financial Group upped their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Robert W. Baird increased their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a research report on Wednesday, April 1st. Finally, Leerink Partners increased their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth to $460 from $440 and reiterated an Outperform rating, citing improving managed care industry conditions. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: Erste Group Bank nudged up its FY2027 EPS estimate for UNH to $20.75 from $20.70 and kept a Buy rating, reinforcing optimism around longer-term earnings power. Healthcare ETFs: From Broad Exposure to Big Breakthroughs
• Positive Sentiment: Analysts and market commentary continue to highlight UnitedHealth as a top healthcare name, with broker coverage describing the stock as a “Moderate Buy,” which can support investor demand. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Healthcare is being viewed as a defensive rotation trade as investors look beyond tech, which may be drawing money into UNH and other large managed-care names. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Neutral Sentiment: Recent coverage from Zacks and other outlets has highlighted UNH’s momentum-stock characteristics and broad investor interest, but these pieces are more commentary than a new fundamental catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
• Negative Sentiment: One market recap noted UNH slipped 1.28% in the latest session, suggesting some short-term profit-taking after the run-up. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $407.80 on Thursday. The firm has a market capitalization of $370.34 billion, a price-to-earnings ratio of 30.80, a PEG ratio of 1.66 and a beta of 0.64. The stock has a fifty day moving average of $356.88 and a 200 day moving average of $325.67. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the business earned $7.20 EPS. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 66.77%.

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.