Bridgeway Capital Management LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,934 shares of the healthcare conglomerate's stock after buying an additional 7,911 shares during the quarter. Bridgeway Capital Management LLC's holdings in UnitedHealth Group were worth $24,406,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Founders Capital Management LLC lifted its stake in shares of UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after buying an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC lifted its stake in shares of UnitedHealth Group by 1.7% in the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after buying an additional 29 shares during the last quarter. Cooper Financial Group raised its stake in UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after purchasing an additional 30 shares during the last quarter. Successful Portfolios LLC raised its stake in UnitedHealth Group by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after purchasing an additional 30 shares during the last quarter. Finally, McLean Asset Management Corp raised its stake in UnitedHealth Group by 1.6% during the 4th quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate's stock valued at $670,000 after purchasing an additional 32 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.28% of the stock is currently owned by corporate insiders.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Leerink Partners raised its price target on UnitedHealth Group to $462 from $400 and reiterated an outperform rating, citing improved margin expectations at Optum Health and signaling confidence in the company’s recovery efforts. Leerink Raises UnitedHealth PT
- Positive Sentiment: Wall Street commentary has grown more constructive on UnitedHealth’s turnaround, with analysts pointing to better long-term profitability at its Optum Health unit as a reason the stock could recover further. UnitedHealth Stock Gets a Target Price Increase
- Neutral Sentiment: Separate coverage noted that hedge funds have continued to buy UnitedHealth, suggesting institutional interest remains solid, though this is not a direct catalyst by itself. Hedge Funds Bought UnitedHealth
- Neutral Sentiment: One investor-letter item said Sustainable Growth Advisers sold its stake in UNH, but the article provided limited detail on the reason, so the stock impact is unclear. SGA Sold UnitedHealth Stake
- Negative Sentiment: Despite the bullish analyst note, UNH also traded lower than the broader market in the latest session, reflecting that investors are still cautious about the pace and durability of the turnaround. UnitedHealth Fell More Than Broader Market
UnitedHealth Group Stock Down 2.0%
UNH opened at $399.33 on Thursday. The firm's 50-day simple moving average is $369.93 and its 200-day simple moving average is $328.55. 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 twelve month low of $234.60 and a twelve month high of $415.98. The firm has a market cap of $362.65 billion, a price-to-earnings ratio of 30.16, a PEG ratio of 1.64 and a beta of 0.64.
UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The firm's quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. 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%. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is currently 70.09%.
Analysts Set New Price Targets
Several equities analysts recently commented on the stock. Barclays upped their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an "overweight" rating in a research note on Tuesday, May 26th. Cantor Fitzgerald reiterated an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. TD Cowen upped 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. Morgan Stanley upped their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an "overweight" rating in a research note on Thursday, June 4th. Finally, Weiss Ratings raised shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, May 7th. One investment 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 company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $409.75.
View Our Latest Analysis on UNH
About UnitedHealth Group
(
Free Report)
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.
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