Arrowstreet Capital Limited Partnership Sells 283,656 Shares of UnitedHealth Group Incorporated $UNH

Arrowstreet Capital Limited Partnership cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,425,381 shares of the healthcare conglomerate’s stock after selling 283,656 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in UnitedHealth Group were worth $926,874,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in UNH. Founders Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after buying an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC lifted its stake in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after purchasing an additional 29 shares during the last quarter. Successful Portfolios LLC grew its holdings in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares during the period. Bell Investment Advisors Inc raised its stake in UnitedHealth Group by 14.4% in the first quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 31 shares during the period. Finally, McLean Asset Management Corp boosted its stake in shares of UnitedHealth Group by 1.6% during the 4th quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock worth $670,000 after acquiring an additional 32 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth was highlighted in CNBC’s “Final Trades,” which can reinforce bullish sentiment and bring additional investor attention to the stock. UnitedHealth, Ardagh Metal Packaging, Nvidia And More: CNBC’s ‘Final Trades’
• Positive Sentiment: JPMorgan Chase reportedly raised its price target on UNH to $516, signaling Wall Street sees more upside from current levels. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: Zacks said UnitedHealth is a strong momentum stock, citing favorable style scores and solid earnings estimate revisions, which often supports share-price gains. Here’s Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: News that UnitedHealth lifted its full-year view suggests management is more confident about the business outlook, a key catalyst for investors. UnitedHealth Group (NYSE:UNH) In Focus After Lifting Full-Year View
• Neutral Sentiment: Some coverage questioned whether UNH’s recovery is already priced in and warned of near-term consolidation risk, which may limit upside in the short run. UnitedHealth: Recovery Unlikely To Be Linear – Near-Term Consolidation Risks
• Neutral Sentiment: UnitedHealth was also mentioned as a defensive stock and a “safe haven” idea, which can attract risk-averse investors but is not a major fundamental catalyst. Beyond the AI Trade: 3 Defensive Stocks Built for Stability

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $423.44 on Friday. The firm has a 50 day simple moving average of $407.46 and a 200 day simple moving average of $345.08. The company has a market cap of $384.54 billion, a price-to-earnings ratio of 27.25, a PEG ratio of 1.50 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80.

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

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given 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 currently 59.72%.

Analyst Ratings Changes

UNH has been the subject of several research reports. Barclays raised their price target on UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a report on Monday. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Piper Sandler set a $477.00 price target on UnitedHealth Group in a research note on Thursday, July 16th. Finally, DA Davidson set a $512.00 price objective on UnitedHealth Group in a research report on Tuesday. Two investment 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. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $455.92.

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.