Grantham Mayo Van Otterloo & Co. LLC Buys 525,175 Shares of UnitedHealth Group Incorporated $UNH

Grantham Mayo Van Otterloo & Co. LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 24.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,666,623 shares of the healthcare conglomerate’s stock after purchasing an additional 525,175 shares during the period. UnitedHealth Group accounts for approximately 2.6% of Grantham Mayo Van Otterloo & Co. LLC’s holdings, making the stock its 11th biggest position. Grantham Mayo Van Otterloo & Co. LLC owned 0.29% of UnitedHealth Group worth $920,785,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at approximately $25,000. Sagard Holdings Management Inc. purchased a new stake in UnitedHealth Group during the second quarter valued at $29,000. Foster Dykema Cabot & Partners LLC grew 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 worth $29,000 after buying an additional 34 shares in the last quarter. Islay Capital Management LLC purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. Finally, Hurley Capital LLC grew its position in UnitedHealth Group by 81.6% in the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after acquiring an additional 40 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Trading Down 0.7%

NYSE UNH opened at $286.86 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company’s 50-day moving average price is $308.28 and its 200-day moving average price is $325.83. The stock has a market cap of $260.38 billion, a PE ratio of 21.75, a PEG ratio of 1.32 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. The company had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the company earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. UnitedHealth Group’s payout ratio is 67.02%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Barclays decreased their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. UBS Group cut their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. JPMorgan Chase & Co. lowered their target price on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Finally, Truist Financial cut their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

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.