Jessup Wealth Management Inc Acquires 25,425 Shares of UnitedHealth Group Incorporated $UNH

Jessup Wealth Management Inc increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1,849.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 26,800 shares of the healthcare conglomerate’s stock after purchasing an additional 25,425 shares during the period. UnitedHealth Group makes up about 2.9% of Jessup Wealth Management Inc’s investment portfolio, making the stock its 11th largest position. Jessup Wealth Management Inc’s holdings in UnitedHealth Group were worth $8,847,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the company. Public Sector Pension Investment Board grew its position in shares of UnitedHealth Group by 43.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock valued at $99,147,000 after acquiring an additional 86,432 shares during the period. Oberndorf William E bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at $12,276,000. Timber Creek Capital Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at $2,227,000. Westbourne Investments Inc. purchased a new position in shares of UnitedHealth Group during the 3rd quarter valued at $3,983,000. Finally, Griffith & Werner Inc. purchased a new position in shares of UnitedHealth Group during the 3rd quarter valued at $3,039,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms recently weighed in on UNH. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. TD Cowen lifted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Finally, Jefferies Financial Group boosted their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group News Summary

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $460 from $440 and reiterated an Outperform rating, citing an improving managed care outlook. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: Brokerage sentiment remains favorable, with UnitedHealth Group carrying a consensus “Moderate Buy” rating. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Investors are rotating toward healthcare as a defensive sector while tech stocks weaken, which has lifted interest in UNH and other large-cap health insurers. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Neutral Sentiment: Zacks highlighted UNH as a top-ranked momentum stock, reinforcing the bullish technical setup, but this was more of a screening note than a company-specific catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Several articles pointed to UNH hitting or approaching 52-week highs, indicating strong recent momentum, though that can also lead to short-term pullbacks as traders lock in gains. UnitedHealth, Applied Materials, Citigroup Stocks Surged To 52-Week Highs Today: What Drove The Uptick?
• Negative Sentiment: After the recent rally, UNH has seen some consolidation and a modest pullback as investors digest gains, which is likely contributing to the stock’s softer tone today. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $407.80 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. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The firm has a market capitalization of $370.34 billion, a P/E ratio of 30.80, a price-to-earnings-growth ratio of 1.66 and a beta of 0.64. The company’s 50-day moving average is $356.88 and its 200 day moving average is $325.67.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share 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 company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the company posted $7.20 EPS. The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed 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 an increase 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 yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 66.77%.

UnitedHealth Group Company 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.