Handelsbanken Fonder AB Grows Position in UnitedHealth Group Incorporated $UNH

Handelsbanken Fonder AB grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 388,143 shares of the healthcare conglomerate’s stock after acquiring an additional 35,832 shares during the quarter. Handelsbanken Fonder AB’s holdings in UnitedHealth Group were worth $128,130,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of UNH. Brighton Jones LLC increased its position in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new stake in shares of UnitedHealth Group in the second quarter valued at $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group in the second quarter valued at $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. 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 corporate insiders.

Analysts Set New Price Targets

UNH has been the subject of a number of recent analyst reports. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Truist Financial reaffirmed a “buy” rating and issued a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Sanford C. Bernstein lifted their target price on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a report on Tuesday, April 7th. Royal Bank Of Canada lifted their target price on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Finally, Mizuho reduced their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $381.83.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $390.44 on Tuesday. The business’s fifty day moving average price is $318.85 and its 200 day moving average price is $318.35. The stock has a market capitalization of $354.57 billion, a P/E ratio of 29.49, a PEG ratio of 1.70 and a beta of 0.64. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. 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 (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations 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 quarter in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group 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.