Andra AP fonden Grows Position in UnitedHealth Group Incorporated $UNH

Andra AP fonden boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 376.7% in the 1st quarter, HoldingsChannel reports. The fund owned 101,015 shares of the healthcare conglomerate’s stock after acquiring an additional 79,823 shares during the period. Andra AP fonden’s holdings in UnitedHealth Group were worth $27,334,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Nordea Investment Management AB increased its stake in UnitedHealth Group by 4.2% during the 4th quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock valued at $30,287,000 after buying an additional 3,720 shares during the period. Vaughan David Investments LLC IL raised its position in UnitedHealth Group by 2.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after buying an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its stake in UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after acquiring an additional 55,695 shares in the last quarter. J. Safra Sarasin Holding AG boosted its holdings in shares of UnitedHealth Group by 127.6% during the fourth quarter. J. Safra Sarasin Holding AG now owns 34,947 shares of the healthcare conglomerate’s stock worth $11,536,000 after purchasing an additional 19,591 shares during the period. Finally, Vanguard Group Inc. increased its stake in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after buying an additional 995,210 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Barclays boosted their price target on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a report on Monday. Truist Financial boosted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, July 10th. HSBC increased their price objective on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. Finally, Leerink Partners lifted their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $449.17.

UnitedHealth Group Stock Down 1.0%

UnitedHealth Group stock opened at $421.84 on Tuesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The firm has a fifty day moving average price of $405.55 and a two-hundred day moving average price of $343.00. The firm has a market cap of $383.09 billion, a price-to-earnings ratio of 27.15, a P/E/G ratio of 1.67 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter last year, the firm posted $4.08 EPS. The company’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 18.77 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Barclays raised its price target on UnitedHealth Group (UNH) to $441 from $429 and reiterated an overweight rating, reinforcing bullish sentiment around the stock’s post-earnings setup. Barclays raises UnitedHealth price target
• Positive Sentiment: Truist, Oppenheimer, and KeyBanc also lifted targets to $500, signaling that analysts see more room for UnitedHealth’s shares to run after the strong quarterly report. Wall Street sees more room to run
• Positive Sentiment: Media coverage highlighted UnitedHealth as a momentum stock, with several articles asking whether the recent strength and earnings performance make UNH an attractive buy for growth-oriented investors. Yahoo Finance momentum stock article
• Neutral Sentiment: Congress passed H.R. 8823, a bill aimed at strengthening provider accountability in FECA. While the measure could increase compliance scrutiny for healthcare providers, its direct financial impact on UnitedHealth is uncertain at this stage. House passes FECA accountability bill
• Negative Sentiment: One article flagged that UnitedHealth’s CFO warned that cost pressures are still not fully solved, suggesting that margin concerns could temper enthusiasm despite the earnings beat. CFO warning after earnings

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 stock was 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This trade 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 the SEC website. 0.19% of the stock is currently owned by company insiders.

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.