Ameritas Investment Partners Inc. Trims Stake in UnitedHealth Group Incorporated $UNH

Ameritas Investment Partners Inc. trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 7.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,320 shares of the healthcare conglomerate’s stock after selling 1,308 shares during the period. Ameritas Investment Partners Inc.’s holdings in UnitedHealth Group were worth $5,057,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Public Sector Pension Investment Board raised its holdings in UnitedHealth Group by 43.1% in the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock valued at $99,147,000 after acquiring an additional 86,432 shares in the last quarter. Oberndorf William E acquired a new stake in UnitedHealth Group in the third quarter valued at $12,276,000. Timber Creek Capital Management LLC acquired a new stake in UnitedHealth Group in the third quarter valued at $2,227,000. Westbourne Investments Inc. acquired a new stake in UnitedHealth Group in the third quarter valued at $3,983,000. Finally, Griffith & Werner Inc. acquired a new stake in UnitedHealth Group in the third quarter valued at $3,039,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’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 represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Down 1.3%

UnitedHealth Group stock opened at $407.80 on Thursday. The company has a 50-day simple moving average of $356.88 and a 200-day simple moving average of $325.67. The firm has a market capitalization of $370.34 billion, a P/E ratio of 30.80, a P/E/G ratio of 1.66 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98.

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

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. 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 is currently 66.77%.

Wall Street Analyst Weigh In

Several analysts have weighed in on UNH shares. Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and boosted their target price for the company from $420.00 to $450.00 in a research note on Thursday, June 4th. Sanford C. Bernstein boosted their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research note on Tuesday, April 7th. Finally, Barclays boosted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. One 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. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $407.17.

Key UnitedHealth Group News

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $460 from $440 and reiterated an Outperform rating, citing an improving managed care outlook. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: Brokerage sentiment remains favorable, with UnitedHealth Group carrying a consensus “Moderate Buy” rating. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Investors are rotating toward healthcare as a defensive sector while tech stocks weaken, which has lifted interest in UNH and other large-cap health insurers. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Neutral Sentiment: Zacks highlighted UNH as a top-ranked momentum stock, reinforcing the bullish technical setup, but this was more of a screening note than a company-specific catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Several articles pointed to UNH hitting or approaching 52-week highs, indicating strong recent momentum, though that can also lead to short-term pullbacks as traders lock in gains. UnitedHealth, Applied Materials, Citigroup Stocks Surged To 52-Week Highs Today: What Drove The Uptick?
• Negative Sentiment: After the recent rally, UNH has seen some consolidation and a modest pullback as investors digest gains, which is likely contributing to the stock’s softer tone today. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know

UnitedHealth Group Company 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.