Canada Post Corp Registered Pension Plan Purchases 3,223 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Canada Post Corp Registered Pension Plan increased its stake in UnitedHealth Group by 4.8% in the fourth quarter, buying 3,223 additional shares and bringing its total to 70,922 shares valued at about $23.4 million.
• Analyst sentiment remains positive, with several firms raising price targets on UNH; the stock currently carries a consensus rating of “Moderate Buy” and a consensus target price of $378.88.
• UnitedHealth’s latest quarterly results beat expectations, reporting EPS of $7.23 versus estimates of $6.76 and revenue of $111.65 billion, while the company also maintained a quarterly dividend of $2.21 per share.

Canada Post Corp Registered Pension Plan lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,922 shares of the healthcare conglomerate's stock after acquiring an additional 3,223 shares during the quarter. UnitedHealth Group makes up about 0.9% of Canada Post Corp Registered Pension Plan's investment portfolio, making the stock its 21st largest position. Canada Post Corp Registered Pension Plan's holdings in UnitedHealth Group were worth $23,412,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $26,000. Anfield Capital Management LLC grew its stake 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 purchasing an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $27,000. Foster Dykema Cabot & Partners LLC grew its stake 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 worth $29,000 after purchasing an additional 34 shares during the period. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the third quarter worth $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the company'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 sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.28% of the company's stock.

Analysts Set New Price Targets

UNH has been the subject of a number of research analyst reports. Morgan Stanley boosted their target price on UnitedHealth Group from $375.00 to $395.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Sanford C. Bernstein boosted their target price on UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a research note on Tuesday, April 7th. Raymond James Financial raised UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price for the company in a research note on Wednesday, April 1st. Barclays boosted their target price on UnitedHealth Group from $327.00 to $373.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Finally, JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a report on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $378.88.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $393.65 on Friday. The firm has a market cap of $357.49 billion, a price-to-earnings ratio of 29.73, a price-to-earnings-growth ratio of 1.70 and a beta of 0.64. The stock's 50-day moving average is $316.82 and its 200-day moving average is $318.53. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15. 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 (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.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 previous year, the company posted $7.20 earnings per share. The company'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 analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is presently 66.77%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
• Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
• Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
• Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article

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.

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