3,426 Shares in UnitedHealth Group Incorporated $UNH Purchased by Baer Investment Advisory LLC

Baer Investment Advisory LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the first quarter, Holdings Channel reports. The fund acquired 3,426 shares of the healthcare conglomerate’s stock, valued at approximately $927,000.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Norges Bank bought a new position in UnitedHealth Group in the fourth quarter worth about $4,376,167,000. Capital Research Global Investors boosted its position in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Capital World Investors increased its stake in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. T. Rowe Price Investment Management Inc. raised its position in UnitedHealth Group by 141.9% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after acquiring an additional 2,410,128 shares in the last quarter. Finally, Cardano Risk Management B.V. increased its holdings in shares of UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after buying an additional 2,262,006 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

UNH stock opened at $424.64 on Friday. The company has a market capitalization of $385.63 billion, a price-to-earnings ratio of 32.07, a P/E/G ratio of 1.71 and a beta of 0.62. The firm has a 50 day moving average of $392.87 and a two-hundred day moving average of $335.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the company posted $7.20 earnings per share. UnitedHealth Group’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is presently 70.09%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth began covering Guardant Health’s Shield blood test for colorectal cancer screening for eligible members, making it the first major commercial insurer to back the test for adults 45 and older. That could strengthen UnitedHealth’s preventative-care offering and support its long-term growth image. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Positive Sentiment: Several recent articles highlight UnitedHealth as an “attracting investor attention” name and a potential turnaround candidate heading into its next earnings report, which can keep sentiment elevated if investors expect operational improvement. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analysts and commentary pieces say UnitedHealth’s valuation still looks “reasonable” despite a strong one-year gain, suggesting the stock is being judged on whether future growth can justify the run-up rather than on any fresh operational surprise. UnitedHealth (UNH) Stock Looks Reasonable Even After A 42% Gain
• Neutral Sentiment: Broader healthcare-stock roundup articles and Q1 peer-comparison coverage do not point to a company-specific catalyst for UnitedHealth, but they keep UNH in focus as investors rotate within managed care and healthcare providers. Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One article flagged a “Medicare reset” for UnitedHealth, which may reflect ongoing pressure or uncertainty around reimbursement and government-program exposure—an area investors tend to watch closely for margin risk. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

Analyst Ratings Changes

Several equities research analysts recently commented on UNH shares. Robert W. Baird upped their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. TD Cowen restated a “buy” rating on shares of UnitedHealth Group in a report on Monday, June 22nd. Wells Fargo & Company upped their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Truist Financial lifted their target price on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $411.42.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were 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 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 sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.28% of the stock is currently owned by corporate 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.