Captrust Financial Advisors Increases Holdings in UnitedHealth Group Incorporated $UNH

Captrust Financial Advisors lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 123,325 shares of the healthcare conglomerate’s stock after acquiring an additional 12,343 shares during the period. Captrust Financial Advisors’ holdings in UnitedHealth Group were worth $42,584,000 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 stock. Foster Dykema Cabot & Partners LLC boosted its holdings 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 buying an additional 34 shares in the last quarter. 1248 Management LLC acquired a new position in UnitedHealth Group in the third quarter valued at $29,000. Hurley Capital LLC increased its position in shares of UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after purchasing an additional 40 shares in the last quarter. Financial Life Planners purchased a new position in UnitedHealth Group during the 3rd quarter worth $32,000. Finally, Sagard Holdings Management Inc. purchased a new position in shares of UnitedHealth Group during the second quarter worth about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Morgan Stanley cut their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Wells Fargo & Company reduced their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Mizuho reduced their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Finally, Royal Bank Of Canada reduced their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Performance

Shares of UNH opened at $284.03 on Thursday. The company’s 50 day simple moving average is $299.84 and its 200 day simple moving average is $324.69. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market capitalization of $257.81 billion, a price-to-earnings ratio of 21.53, a PEG ratio of 1.32 and a beta of 0.41. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

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.