Exeter Financial LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 88.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,593 shares of the healthcare conglomerate’s stock after buying an additional 1,216 shares during the quarter. Exeter Financial LLC’s holdings in UnitedHealth Group were worth $702,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Harbour Investment Management LLC grew its holdings in UnitedHealth Group by 2.4% in the first quarter. Harbour Investment Management LLC now owns 3,416 shares of the healthcare conglomerate’s stock worth $924,000 after purchasing an additional 79 shares during the period. Financial & Tax Architects LLC increased its position in UnitedHealth Group by 5.3% in the 1st quarter. Financial & Tax Architects LLC now owns 914 shares of the healthcare conglomerate’s stock valued at $247,000 after buying an additional 46 shares in the last quarter. Premier Path Wealth Partners LLC grew its stake in UnitedHealth Group by 24.3% in the first quarter. Premier Path Wealth Partners LLC now owns 5,928 shares of the healthcare conglomerate’s stock valued at $1,604,000 after acquiring an additional 1,158 shares during the period. Granite Harbor Advisors Inc. increased its holdings in shares of UnitedHealth Group by 18.9% during the first quarter. Granite Harbor Advisors Inc. now owns 2,593 shares of the healthcare conglomerate’s stock valued at $702,000 after acquiring an additional 413 shares in the last quarter. Finally, Caliber Wealth Management LLC KS lifted its holdings in shares of UnitedHealth Group by 7.9% in the 1st quarter. Caliber Wealth Management LLC KS now owns 14,427 shares of the healthcare conglomerate’s stock worth $3,904,000 after purchasing an additional 1,059 shares in the last quarter. 87.86% of the stock is owned by institutional investors.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing the view that the stock still has upside after a strong recent run. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
- Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends that could support results and sentiment heading into the report. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
- Positive Sentiment: UNH has continued to attract momentum traders after a sharp rally, with coverage noting a golden cross technical pattern and shares trading near recent highs, which can draw additional buying interest. Up by 80%, does the UnitedHealth Group have more upside?
- Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced $385,000 in community investments to expand support for older adults, caregivers, people with disabilities, and workforce programs. The move is positive for reputation, but it is unlikely to materially affect near-term earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
- Neutral Sentiment: Recent articles highlighting UNH as a stock to watch and a potential buy before second-quarter results reflect investor attention ahead of earnings, but they do not add new fundamental information. Should You Buy UnitedHealth Group Stock Before July 16?
- Negative Sentiment: Broader commentary noted that Wall Street has issued downbeat forecasts on some stocks in the healthcare group, which could keep some caution in the market even if UNH-specific sentiment remains constructive. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid
UnitedHealth Group Trading Down 0.9%
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. 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. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.
Insiders Place Their Bets
In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is owned by corporate insiders.
Analysts Set New Price Targets
A number of analysts have commented on UNH shares. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a research note on Wednesday, April 22nd. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a research report on Wednesday, April 1st. UBS Group raised their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Barclays boosted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Finally, Bank of America lifted their target price on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $411.42.
View Our Latest Analysis on UNH
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.
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