UnitedHealth Group Incorporated $UNH Position Increased by Anchor Investment Management LLC

Anchor Investment Management LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,411 shares of the healthcare conglomerate’s stock after purchasing an additional 1,462 shares during the quarter. Anchor Investment Management LLC’s holdings in UnitedHealth Group were worth $7,958,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in UNH. Norges Bank bought a new position in UnitedHealth Group during the fourth quarter valued at approximately $4,376,167,000. T. Rowe Price Investment Management Inc. increased its stake in shares of UnitedHealth Group by 141.9% during the 4th 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 purchasing an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. lifted its stake in shares of UnitedHealth Group by 864.4% in the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after purchasing an additional 2,262,006 shares during the last quarter. Hsbc Holdings PLC boosted its holdings in UnitedHealth Group by 87.5% in the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after purchasing an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC bought a new position in UnitedHealth Group during the second quarter valued at about $528,273,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on UNH. Oppenheimer increased their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, June 23rd. Wells Fargo & Company boosted their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada raised their price target on UnitedHealth Group from $400.00 to $463.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $417.38.

UnitedHealth Group Stock Performance

NYSE UNH traded down $6.63 during midday trading on Friday, hitting $425.05. The company had a trading volume of 3,797,031 shares, compared to its average volume of 5,701,382. The firm has a fifty day simple moving average of $399.40 and a two-hundred day simple moving average of $338.88. The stock has a market cap of $386.00 billion, a price-to-earnings ratio of 32.10, a P/E/G ratio of 1.71 and a beta of 0.62. 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 fifty-two week low of $234.60 and a fifty-two week high of $434.30.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the company earned $7.20 earnings per share. The firm’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

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

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.28% of the stock is owned by company insiders.

Key UnitedHealth Group News

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

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.