UnitedHealth Group Incorporated $UNH Shares Purchased by TrueMark Investments LLC

TrueMark Investments LLC grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 80.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 18,844 shares of the healthcare conglomerate’s stock after buying an additional 8,379 shares during the period. TrueMark Investments LLC’s holdings in UnitedHealth Group were worth $5,099,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its position in UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after acquiring an additional 995,210 shares in the last quarter. State Street Corp grew its stake in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors lifted its stake in shares of UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after purchasing an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in UnitedHealth Group by 3.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after buying an additional 680,077 shares in the last quarter. Finally, Capital International Investors increased its holdings in UnitedHealth Group by 6.6% in the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after buying an additional 1,155,162 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is owned by company insiders.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group to $475 from $450 and reiterated a buy rating, signaling additional upside from current levels. Benzinga article on price target increase
• Positive Sentiment: Multiple articles highlighted UnitedHealth Group as a top long-term value stock, which may be supporting sentiment among growth-at-a-reasonable-price investors. Zacks article on long-term value stock
• Positive Sentiment: Commentary from Jim Cramer recommending UNH as a buy added to the upbeat tone around the stock. Motley Fool article on Jim Cramer
• Positive Sentiment: UNH also reached a proposed FTC settlement over insulin rebating practices, which could reduce regulatory uncertainty if finalized. Yahoo Finance article on FTC settlement
• Neutral Sentiment: Several additional pieces described UnitedHealth as steady in healthcare or discussed whether it is a buy, but did not add a major new catalyst beyond the generally favorable sentiment. Kalkine Media article on steady performance

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on UNH. Leerink Partners upped their price target on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Bank of America upped their target price on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a report on Wednesday. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a research note on Wednesday, April 1st. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. Finally, HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $410.79.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $405.86 on Thursday. 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 company has a market cap of $368.58 billion, a PE ratio of 30.65, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. The company has a 50-day simple moving average of $379.62 and a 200-day simple moving average of $331.17. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $415.98.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the business earned $7.20 earnings per share. UnitedHealth Group’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. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

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.