Beacon Harbor Wealth Advisors Inc. Grows Stake in UnitedHealth Group Incorporated $UNH

Beacon Harbor Wealth Advisors Inc. boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 144.3% during the first quarter, HoldingsChannel reports. The institutional investor owned 27,323 shares of the healthcare conglomerate’s stock after buying an additional 16,139 shares during the quarter. Beacon Harbor Wealth Advisors Inc.’s holdings in UnitedHealth Group were worth $7,393,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in UNH. Norges Bank acquired a new position in UnitedHealth Group in the 4th quarter valued at $4,376,167,000. T. Rowe Price Investment Management Inc. raised its position in shares of UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after buying an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. grew its stake in UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after acquiring an additional 2,262,006 shares in the last quarter. Hsbc Holdings PLC lifted its stake in UnitedHealth Group by 87.5% in the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after purchasing an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group in the second quarter valued at approximately $528,273,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 1.5%

UnitedHealth Group stock opened at $425.05 on Friday. 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 firm has a 50 day moving average price of $399.40 and a 200 day moving average price of $338.88. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $434.30. The company has a market capitalization of $386.00 billion, a PE ratio of 32.10, a price-to-earnings-growth ratio of 1.74 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the previous year, the firm posted $7.20 earnings per share. The company’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research 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 disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 70.09%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on UNH. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a report on Wednesday, April 1st. TD Cowen restated a “buy” rating on shares of UnitedHealth Group in a research report on Monday, June 22nd. Morgan Stanley increased their price target on shares of UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, UBS Group lifted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $417.38.

UnitedHealth Group News Summary

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on 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 of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group 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.