Delphi Financial Group Inc. Invests $2.72 Million in UnitedHealth Group Incorporated $UNH

Key Points

• Delphi Financial Group disclosed a new position in UnitedHealth Group, buying 8,240 shares valued at about $2.72 million. The stake now represents roughly 1.4% of Delphi’s portfolio and ranks as its 18th-largest holding.
• Institutional interest in UNH remains strong, with several hedge funds also adding to or initiating positions. Overall, institutional investors control about 87.86% of the company’s shares.
• Analysts and company actions have been supportive: Bank of America and Morgan Stanley both raised targets, while UnitedHealth increased its quarterly dividend 5% to $2.32 per share. The stock has also been trading near its 52-week high after a strong year-to-date rebound.

Delphi Financial Group Inc. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 8,240 shares of the healthcare conglomerate's stock, valued at approximately $2,720,000. UnitedHealth Group comprises about 1.4% of Delphi Financial Group Inc.'s holdings, making the stock its 18th biggest holding.

Several other hedge funds also recently made changes to their positions in UNH. Brighton Jones LLC grew its holdings in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new position in shares of UnitedHealth Group during the second quarter worth about $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group during the second quarter worth about $356,000. Finally, Jump Financial LLC purchased a new position in shares of UnitedHealth Group during the second quarter worth about $377,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

UnitedHealth Group Price Performance

UNH stock opened at $400.61 on Friday. The firm has a 50 day moving average of $348.12 and a 200-day moving average of $323.59. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $363.81 billion, a price-to-earnings ratio of 30.26, a PEG ratio of 1.72 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the firm earned $7.20 EPS. The company'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. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group's payout ratio is presently 66.77%.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction 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 completion of the sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.28% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on UNH shares. UBS Group raised their price target on UnitedHealth Group from $410.00 to $460.00 and gave the stock a "buy" rating in a report on Friday, May 22nd. TD Cowen raised their price target on UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a report on Thursday, April 23rd. Barclays lifted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the company an "overweight" rating in a report on Tuesday, May 26th. Sanford C. Bernstein lifted their price objective on UnitedHealth Group from $444.00 to $492.00 and gave the company an "outperform" rating in a report on Wednesday, May 27th. Finally, Morgan Stanley lifted their price objective on UnitedHealth Group from $395.00 to $453.00 and gave the company an "overweight" rating in a report on Thursday. 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 assigned a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group presently has an average rating of "Moderate Buy" and an average price target of $404.42.

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.

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