Winthrop Partners WNY LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Winthrop Partners WNY LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,857 shares of the healthcare conglomerate’s stock, valued at approximately $613,000.

Other hedge funds have also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the fourth quarter worth about $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC raised its position 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 valued at $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in UnitedHealth Group in the fourth quarter worth approximately $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group in the fourth quarter valued at $27,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 0.0%

Shares of NYSE UNH opened at $400.86 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The stock has a market cap of $364.04 billion, a P/E ratio of 30.28, a PEG 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. The business’s fifty day simple moving average is $373.69 and its 200-day simple moving average is $329.55.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.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 business posted $7.20 EPS. The business’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a $2.32 dividend. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is 70.09%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on UNH. JPMorgan Chase & Co. increased their price target on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a report on Monday, June 8th. Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Mizuho increased their price objective on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Finally, UBS Group boosted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus target price of $409.75.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, 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 document filed with the Securities & Exchange Commission, which is accessible through this link. 0.28% of the stock is currently owned by company insiders.

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.