UnitedHealth Group Incorporated $UNH Position Increased by Twin Capital Management Inc.

Twin Capital Management Inc. lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 25.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 16,367 shares of the healthcare conglomerate’s stock after purchasing an additional 3,372 shares during the period. Twin Capital Management Inc.’s holdings in UnitedHealth Group were worth $4,429,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group during the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group in the fourth quarter valued at $26,000. Anfield Capital Management LLC grew 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 worth $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group during the 4th quarter valued at about $27,000. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on UNH shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, July 10th. Oppenheimer increased their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. HSBC lifted their price objective on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research note on Monday, July 6th. Finally, Truist Financial raised their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $429.50.

More UnitedHealth Group News

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $480 and maintained a buy rating, signaling confidence in further upside ahead of earnings. UnitedHealth Group (NYSE:UNH) Price Target Raised to $480.00 at Truist Financial
• Positive Sentiment: KeyCorp lifted its price target to $475 and kept an overweight rating, adding to the bullish analyst backdrop for UNH. UnitedHealth Group had its price target raised by KeyCorp from $400.00 to $475.00.
• Positive Sentiment: Zacks Research upgraded UnitedHealth to strong-buy and nudged up future EPS estimates, reinforcing expectations that the company can beat earnings again. UnitedHealth Group was upgraded by Zacks Research from hold to strong-buy.
• Positive Sentiment: Analysts have been raising earnings forecasts for UnitedHealth, and several reports argue the company has a strong chance to top Q2 expectations based on its historical surprise record and favorable earnings setup. Will UnitedHealth (UNH) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: UNH is scheduled to report second-quarter results on July 16, so trading is being driven in part by positioning ahead of the earnings release. UnitedHealth Stock Forecast: Piper Sandler Analyst and Technical Indicators Point to Upside Ahead of Q2 Earnings
• Neutral Sentiment: Technical indicators and some market commentary suggest the stock may have room to move higher after earnings, but this is still contingent on the actual results and outlook. UnitedHealth Reports Earnings Thursday. Here’s How Much Its Stock Is Seen Moving
• Negative Sentiment: Broader managed-care stocks sold off after Elevance Health highlighted margin pressure and weak Medicaid-spending trends, which could weigh on sentiment toward UnitedHealth ahead of its report. Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next

UnitedHealth Group Trading Down 1.8%

UnitedHealth Group stock opened at $417.33 on Thursday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $434.30. The firm’s 50 day moving average price is $402.80 and its two-hundred day moving average price is $341.04. The firm has a market cap of $378.99 billion, a price-to-earnings ratio of 31.52, a price-to-earnings-growth ratio of 1.70 and a beta of 0.62. 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 (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during 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%.During the same period last year, the company posted $7.20 EPS. The company’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, research analysts predict that UnitedHealth Group Incorporated will post 18.39 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is currently 70.09%.

Insider Buying and Selling at UnitedHealth Group

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

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.