UnitedHealth Group Incorporated $UNH Shares Bought by Anchor Investment Management LLC

Anchor Investment Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 9.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 27,949 shares of the healthcare conglomerate’s stock after buying an additional 2,479 shares during the period. UnitedHealth Group accounts for about 0.7% of Anchor Investment Management LLC’s holdings, making the stock its 26th biggest holding. Anchor Investment Management LLC’s holdings in UnitedHealth Group were worth $9,226,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Oberndorf William E acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $12,276,000. Griffith & Werner Inc. acquired a new position in shares of UnitedHealth Group in the third quarter valued at $3,039,000. CenterBook Partners LP lifted its stake in shares of UnitedHealth Group by 164.0% during the 3rd quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after buying an additional 6,697 shares during the last quarter. TIAA Trust National Association boosted its holdings in shares of UnitedHealth Group by 38.6% during the 3rd quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock worth $90,553,000 after buying an additional 73,030 shares during the period. Finally, DC Investments Management LLC acquired a new stake in UnitedHealth Group during the 3rd quarter worth approximately $5,764,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. UBS Group upped their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a report on Tuesday, April 7th. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Wednesday, April 22nd. Finally, Wells Fargo & Company raised their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $409.75.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

UnitedHealth Group Stock Performance

NYSE:UNH opened at $400.86 on Friday. The firm has a market capitalization of $364.04 billion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock’s 50-day simple moving average is $371.80 and its 200 day simple moving average is $329.05. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 70.09%.

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.