Tredje AP fonden Sells 79,177 Shares of UnitedHealth Group Incorporated $UNH

Tredje AP fonden reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 17.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 380,240 shares of the healthcare conglomerate’s stock after selling 79,177 shares during the period. UnitedHealth Group makes up about 0.9% of Tredje AP fonden’s investment portfolio, making the stock its 23rd largest position. Tredje AP fonden’s holdings in UnitedHealth Group were worth $125,521,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. 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 grew its holdings 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 in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC grew its holdings 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 in the last quarter. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth approximately $29,000. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the topic of several recent research reports. Mizuho decreased their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. Leerink Partners lifted their price objective on 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 UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Royal Bank Of Canada boosted their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Morgan Stanley boosted their price target on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $381.83.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The stock was 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 in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Down 0.9%

Shares of UNH opened at $390.44 on Tuesday. The stock has a fifty day moving average price of $318.85 and a two-hundred day moving average price of $318.35. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. The company has a market cap of $354.57 billion, a price-to-earnings ratio of 29.49, a PEG ratio of 1.70 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued 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 firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the company posted $7.20 EPS. The business’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is presently 66.77%.

Key Headlines Impacting UnitedHealth Group

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

• Negative Sentiment: Berkshire Hathaway’s full exit from UnitedHealth Group has weighed on sentiment, as the loss of a respected long-term investor may prompt other holders to reassess their positions. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: UNH had been on a strong rebound before the Berkshire news, and recent earnings showed a profit beat and a guidance increase, suggesting the business recovery narrative is still intact. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings
• Neutral Sentiment: A proposed healthcare bill focused on HSAs, price transparency, and expanded access to coverage could affect insurers over time, but it is still early and its stock impact is uncertain. Quiver Quantitative: New Bill H.R. 8324

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.