Kinsale Capital Group Inc. Has $10.50 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Kinsale Capital Group Inc. lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.6% during the 4th quarter, Holdings Channel reports. The firm owned 31,794 shares of the healthcare conglomerate’s stock after purchasing an additional 1,688 shares during the quarter. UnitedHealth Group comprises 1.7% of Kinsale Capital Group Inc.’s portfolio, making the stock its 21st biggest holding. Kinsale Capital Group Inc.’s holdings in UnitedHealth Group were worth $10,495,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of UNH. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the 4th quarter worth about $26,000. Anfield Capital Management LLC increased its stake in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC increased its stake in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
• Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
• Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
• Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article

Insider Buying and Selling at UnitedHealth Group

In other 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 completion of the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $393.65 on Friday. 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 company has a market capitalization of $357.49 billion, a P/E ratio of 29.73, a P/E/G ratio of 1.70 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The firm has a 50-day moving average price of $316.82 and a two-hundred day moving average price of $318.53.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm 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 business’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 66.77%.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Morgan Stanley lifted their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a report on Tuesday, April 7th. Leerink Partners lifted their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Finally, Robert W. Baird lifted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $378.88.

UnitedHealth Group Company 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.