BDFS Capital LLC Takes Position in UnitedHealth Group Incorporated $UNH

BDFS Capital LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, Holdings Channel reports. The fund acquired 1,598 shares of the healthcare conglomerate’s stock, valued at approximately $527,000.

Several other large investors have also recently modified their holdings of UNH. Tempo Wealth LLC bought a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $907,000. Thryve Wealth Management LLC bought a new position in UnitedHealth Group during the fourth quarter valued at $1,285,000. MidFirst Bank purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at $2,123,000. SG Trading Solutions LLC purchased a new position in shares of UnitedHealth Group during the 4th quarter worth about $2,094,000. Finally, Titan Investment Management LLC purchased a new stake in UnitedHealth Group in the 4th quarter worth about $2,642,000. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on UNH shares. Bank of America raised UnitedHealth Group from a “neutral” rating to a “buy” rating and upped their target price for the company from $420.00 to $450.00 in a research note on Thursday, June 4th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Royal Bank Of Canada increased their target price on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Argus raised 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. Finally, Morgan Stanley raised their price target on shares of UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $409.75.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $400.86 on Friday. The stock has a market capitalization of $364.04 billion, a price-to-earnings ratio of 30.28, a P/E/G ratio of 1.61 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. The stock has a fifty day simple moving average of $371.80 and a two-hundred day simple moving average of $329.05.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. The ex-dividend date 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 dividend yield of 2.3%. UnitedHealth Group’s payout ratio is presently 70.09%.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred 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 directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.28% of the stock is currently owned by company insiders.

Key UnitedHealth Group News

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

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.