Trajan Wealth LLC Has $27.49 Million Holdings in UnitedHealth Group Incorporated $UNH

Trajan Wealth LLC cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 83,285 shares of the healthcare conglomerate’s stock after selling 2,008 shares during the quarter. UnitedHealth Group comprises 1.1% of Trajan Wealth LLC’s investment portfolio, making the stock its 22nd largest holding. Trajan Wealth LLC’s holdings in UnitedHealth Group were worth $27,493,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group during the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC increased its position in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC increased its position in shares of UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the period. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $383.30 on Thursday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a market cap of $348.09 billion, a P/E ratio of 28.95, a P/E/G ratio of 1.68 and a beta of 0.64. The business’s fifty day moving average is $322.87 and its two-hundred day moving average is $318.86. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15.

UnitedHealth Group (NYSE:UNH) last posted 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 analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue was up 2.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale 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.

Analyst Ratings Changes

A number of analysts have weighed in on UNH shares. Robert W. Baird upped their price target on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. Mizuho upped their price target on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday. Truist Financial reiterated a “buy” rating and issued a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Royal Bank Of Canada upped their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Leerink Partners upped their price target on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $385.39.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and reiterated an Outperform rating, signaling renewed confidence in the managed care leader and helping support the stock. UnitedHealth Price Target Lifted to $440 at Mizuho: The Managed Care Storm Clouds Are Clearing
• Positive Sentiment: Zacks Research lifted multiple earnings estimates for UNH, including FY2027 and several quarterly forecasts, suggesting improving profit expectations over the next few years. MarketBeat UnitedHealth Group page
• Positive Sentiment: Recent commentary also points to Wall Street analysts seeing further upside over the next 12 months, reinforcing the view that the stock may have more room to run. Wall Street predicts UnitedHealth stock price for next 12 months
• Neutral Sentiment: UnitedHealth’s latest earnings showed solid underlying performance, with Q1 results beating estimates on both EPS and revenue, which continues to provide a fundamental backstop for the shares. MarketBeat UnitedHealth Group page
• Negative Sentiment: Investor sentiment was hurt after Berkshire Hathaway, tied to Greg Abel, exited its entire UNH position, creating concern that a major long-term holder sees less near-term appeal. UnitedHealth Shares Fall After Berkshire Dumps Entire Stake
• Negative Sentiment: Related articles highlight that Berkshire’s exit triggered a stock slide and fresh scrutiny on headwinds facing the company, even though some analysts argue the selloff may be overdone. UnitedHealth Under the Microscope After Berkshire Pulls the Plug

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.