Casdin Capital LLC Acquires 25,000 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Casdin Capital LLC doubled its stake in UnitedHealth Group during the fourth quarter, buying an additional 25,000 shares to bring its total to 50,000 shares worth about $16.5 million.
• Analyst sentiment remains upbeat, with several firms raising price targets and ratings; MarketBeat shows a consensus rating of “Moderate Buy” and an average target price of $409.75.
• UnitedHealth reported solid quarterly results and a higher dividend, beating EPS and revenue estimates, while also raising its quarterly payout to $2.32 per share from $2.21.

Casdin Capital LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 100.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 50,000 shares of the healthcare conglomerate's stock after acquiring an additional 25,000 shares during the period. UnitedHealth Group makes up approximately 1.0% of Casdin Capital LLC's investment portfolio, making the stock its 18th largest holding. Casdin Capital LLC's holdings in UnitedHealth Group were worth $16,506,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% in the 4th 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 acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its position in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. 0.28% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Raymond James Financial raised UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. Barclays lifted their target price on UnitedHealth Group from $373.00 to $429.00 and gave the company an "overweight" rating in a research report on Tuesday, May 26th. Leerink Partners lifted their target price on UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a research report on Wednesday. Wells Fargo & Company boosted their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Finally, Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $409.75.

UnitedHealth Group Trading Down 2.0%

Shares of NYSE:UNH opened at $399.33 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The stock has a market cap of $362.65 billion, a PE ratio of 30.16, a P/E/G ratio of 1.64 and a beta of 0.64. The business has a 50 day moving average of $369.93 and a 200-day moving average of $328.55. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts' expectations of $109.84 billion. During the same quarter in the previous year, the company posted $7.20 earnings per share. The business's revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued 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 dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group's dividend payout ratio is presently 70.09%.

UnitedHealth Group News Summary

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 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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