UnitedHealth Group Incorporated $UNH Shares Bought by Cerity Partners LLC

Cerity Partners LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 0.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 266,341 shares of the healthcare conglomerate’s stock after purchasing an additional 2,377 shares during the quarter. Cerity Partners LLC’s holdings in UnitedHealth Group were worth $87,922,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in UNH. Brighton Jones LLC raised its stake in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new position in shares of UnitedHealth Group in the 2nd quarter valued at $340,000. Flow Traders U.S. LLC purchased a new stake in UnitedHealth Group during the 2nd quarter worth $356,000. Finally, Jump Financial LLC purchased a new stake in UnitedHealth Group during the 2nd quarter worth $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Healthcare is benefiting from a broader shift away from tech, with UNH cited as part of the sector’s defensive appeal as investors look for steadier names during market volatility. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Positive Sentiment: Mizuho raised its price target on UNH to $460 from $440 and kept an outperform rating, signaling confidence in further upside. UnitedHealth Group had its price target raised by Mizuho
• Positive Sentiment: JPMorgan also lifted its target on UNH to $466 from $420 and reiterated an overweight rating, reinforcing bullish analyst sentiment. UnitedHealth Group had its price target raised by JPMorgan Chase & Co.
• Positive Sentiment: UNH continues to appear on “top value stock” and dividend stock lists, which may be drawing investor attention to the name as a large-cap, income-oriented healthcare holding. UnitedHealth Group (UNH) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Several recent articles highlighted UNH in broader thematic pieces about healthcare rotation and the “Bank of Mom and Dad,” but these are more commentary-driven than direct company-specific catalysts. The Bank of Mom and Dad Is Booming—3 Stocks to Watch (UNH)

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on UNH shares. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. Royal Bank Of Canada lifted their price target on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Finally, Jefferies Financial Group boosted their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $407.17.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.28% of the stock is owned by insiders.

UnitedHealth Group Trading Up 1.5%

Shares of NYSE UNH opened at $412.57 on Wednesday. The company has a market cap of $374.67 billion, a price-to-earnings ratio of 31.16, a price-to-earnings-growth ratio of 1.63 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $413.00. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock’s 50 day simple moving average is $353.96 and its 200 day simple moving average is $324.99.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research 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. Shareholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is presently 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.