Senator Investment Group LP Purchases Shares of 75,000 UnitedHealth Group Incorporated $UNH

Senator Investment Group LP acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 75,000 shares of the healthcare conglomerate’s stock, valued at approximately $24,758,000.

A number of other hedge funds also recently bought and sold shares of UNH. Vanguard Group Inc. boosted its position in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after acquiring an additional 995,210 shares in the last quarter. State Street Corp lifted its holdings in shares of UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after acquiring an additional 1,119,834 shares during the last quarter. Capital World Investors raised its position in UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after purchasing an additional 824,120 shares during the period. Capital International Investors raised its position in UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. Finally, Morgan Stanley increased its position in shares of UnitedHealth Group by 3.6% during the fourth quarter. Morgan Stanley now owns 15,790,095 shares of the healthcare conglomerate’s stock worth $5,212,469,000 after acquiring an additional 553,413 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.28% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. Mizuho raised their target price on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Truist Financial raised 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. Finally, Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group Trading Up 0.7%

Shares of UnitedHealth Group stock opened at $411.32 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a fifty day moving average price of $364.96 and a 200 day moving average price of $327.51. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The stock has a market cap of $373.54 billion, a PE ratio of 31.07, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping 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 firm 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 posted $7.20 earnings per share. The firm’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

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.