Delta Global Management LP Invests $1.64 Million in UnitedHealth Group Incorporated $UNH

Delta Global Management LP acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 6,050 shares of the healthcare conglomerate’s stock, valued at approximately $1,637,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Everest Financial Group LLC raised its holdings 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 worth $9,190,000 after purchasing an additional 5,078 shares in the last quarter. Lombard Odier Asset Management Switzerland SA grew its position 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 buying an additional 2,615 shares during the last quarter. Mustico Financial Group Inc. lifted its position in UnitedHealth Group by 117.0% during the first quarter. Mustico Financial Group Inc. now owns 1,621 shares of the healthcare conglomerate’s stock valued at $439,000 after acquiring an additional 874 shares during the last quarter. Waverly Advisors LLC grew its holdings in UnitedHealth Group by 8.1% in the first quarter. Waverly Advisors LLC now owns 31,582 shares of the healthcare conglomerate’s stock worth $8,546,000 after purchasing an additional 2,370 shares during the last quarter. Finally, Asset Management Group Inc. increased its position in shares of UnitedHealth Group by 11.3% during the first quarter. Asset Management Group Inc. now owns 1,192 shares of the healthcare conglomerate’s stock worth $322,000 after purchasing an additional 121 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on UNH shares. Truist Financial boosted their target price on UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. UBS Group boosted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Jefferies Financial Group raised their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Finally, Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

Key UnitedHealth Group News

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 NYSE UNH 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. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62. The company has a 50 day simple moving average of $408.00 and a two-hundred day simple moving average of $345.63. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the company posted $4.08 earnings per share. The firm’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Increases Dividend

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

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.