111 Capital Increases Stake in UnitedHealth Group Incorporated $UNH

111 Capital increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 141.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 4,620 shares of the healthcare conglomerate’s stock after purchasing an additional 2,703 shares during the period. 111 Capital’s holdings in UnitedHealth Group were worth $1,525,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $420.00 to $450.00 in a report on Thursday. Truist Financial upped their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Wells Fargo & Company raised their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Mizuho increased their price target on shares of UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a report on Wednesday, May 20th. Finally, JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $404.42.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is currently owned by corporate insiders.

Key UnitedHealth Group News

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

UnitedHealth Group Trading Up 1.0%

Shares of NYSE:UNH opened at $400.61 on Friday. The stock’s 50-day simple moving average is $348.12 and its two-hundred day simple moving average is $323.59. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock has a market capitalization of $363.81 billion, a price-to-earnings ratio of 30.26, a PEG ratio of 1.71 and a beta of 0.64.

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

UnitedHealth Group Increases Dividend

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

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.