Blue Chip Partners LLC Has $547,000 Stock Position in UnitedHealth Group Incorporated $UNH

Blue Chip Partners LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 96.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,023 shares of the healthcare conglomerate’s stock after selling 48,291 shares during the period. Blue Chip Partners LLC’s holdings in UnitedHealth Group were worth $547,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Delta Global Management LP acquired a new position in shares of UnitedHealth Group in the first quarter worth approximately $1,637,000. Everest Financial Group LLC increased its stake in UnitedHealth Group by 17.6% in the first quarter. Everest Financial Group LLC now owns 33,965 shares of the healthcare conglomerate’s stock valued at $9,190,000 after purchasing an additional 5,078 shares in the last quarter. Lombard Odier Asset Management Switzerland SA lifted its holdings in shares of UnitedHealth Group by 5.8% in the 1st quarter. Lombard Odier Asset Management Switzerland SA now owns 48,003 shares of the healthcare conglomerate’s stock worth $12,989,000 after purchasing an additional 2,615 shares in the last quarter. Mustico Financial Group Inc. increased its holdings in UnitedHealth Group by 117.0% during the 1st quarter. Mustico Financial Group Inc. now owns 1,621 shares of the healthcare conglomerate’s stock worth $439,000 after purchasing an additional 874 shares in the last quarter. Finally, Waverly Advisors LLC grew its stake in shares of UnitedHealth Group by 8.1% in the 1st quarter. Waverly Advisors LLC now owns 31,582 shares of the healthcare conglomerate’s stock worth $8,546,000 after acquiring an additional 2,370 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
• Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $420.40 on Monday. The stock has a market cap of $381.78 billion, a price-to-earnings ratio of 27.05, a PEG ratio of 1.46 and a beta of 0.62. 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’s 50-day moving average is $408.00 and its 200 day moving average is $345.63. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $461.62.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the firm posted $4.08 EPS. The firm’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed 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 positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s payout ratio is currently 59.72%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on UNH shares. JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Leerink Partners increased their price objective on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research report on Wednesday, April 1st. Robert W. Baird upgraded shares of UnitedHealth Group from an “underperform” rating to a “neutral” rating and boosted their price objective for the stock from $287.00 to $453.00 in a report on Thursday, July 16th. Finally, Bank of America reissued a “buy” rating on shares of UnitedHealth Group in a research report on Monday, July 20th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $455.92.

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.