Boston Trust Walden Corp Has $41.56 Million Stake in UnitedHealth Group Incorporated $UNH

Boston Trust Walden Corp reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 153,581 shares of the healthcare conglomerate’s stock after selling 1,745 shares during the quarter. Boston Trust Walden Corp’s holdings in UnitedHealth Group were worth $41,557,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UNH. Brighton Jones LLC grew its position in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group during the second quarter valued at approximately $340,000. Flow Traders U.S. LLC bought a new position in UnitedHealth Group in the second quarter valued at about $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth approximately $377,000. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth was highlighted in an article arguing that its turnaround is continuing into the upcoming Q2 report, which suggests investors are looking for improving fundamentals and potential upside if execution stays on track. UnitedHealth Group: The Turnaround Continues Into The Q2 Report
• Positive Sentiment: Guardant Health said UnitedHealth will begin covering its Shield blood test for colorectal cancer screening on August 1, a move that may reinforce UNH’s reputation for supporting preventive care and could be viewed favorably by investors. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Neutral Sentiment: Several articles focused on UNH being “attracting investor attention” and on its Q1 earnings relative to peers, but these pieces were mostly informational rather than new catalysts, so they likely contributed to trading interest more than a decisive price move. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One piece warned that UnitedHealth faces a “Medicare reset,” which points to potential pressure on the company’s Medicare Advantage economics and could weigh on sentiment if reimbursement or margin assumptions soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’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 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. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.28% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

UNH has been the topic of a number of recent research reports. Morgan Stanley lifted their price target on UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research note on Tuesday. Leerink Partners lifted their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. UBS Group lifted their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus target price of $411.42.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $424.64 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’s 50-day simple moving average is $391.45 and its 200 day simple moving average is $335.01. The stock has a market cap of $385.63 billion, a price-to-earnings ratio of 32.07, a PEG ratio of 1.71 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 $430.20.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

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.