Diversified Management Inc. Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• Diversified Management Inc. bought a new stake of 4,232 shares in UnitedHealth Group (UNH) in Q4, valued at approximately $1.397 million.
• Institutional ownership is 87.86%, with major funds (e.g., Capital Research, Capital World, Capital International, Lone Pine, Bessemer) materially increasing their UNH holdings in recent quarters.
• UnitedHealth slightly beat Q4 estimates with $2.11 EPS vs. $2.09 and revenue of $113.73 billion (+12.3% YoY), pays a quarterly dividend of $2.21 (2.8% yield), and carries a MarketBeat consensus rating of Moderate Buy with a $363.42 target.

Diversified Management Inc. acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 4,232 shares of the healthcare conglomerate's stock, valued at approximately $1,397,000.

Several other hedge funds have also added to or reduced their stakes in UNH. Capital Research Global Investors lifted its holdings in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors lifted its holdings in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors lifted its holdings in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $528,273,000. Finally, Bessemer Group Inc. increased its stake in UnitedHealth Group by 152.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate's stock worth $629,783,000 after acquiring an additional 1,100,850 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $314.17 on Thursday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The business has a 50-day moving average price of $284.93 and a two-hundred day moving average price of $317.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $594.81. The company has a market cap of $285.17 billion, a P/E ratio of 23.82, a PEG ratio of 1.45 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts' consensus estimates of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business's revenue was up 12.3% compared to the same quarter last year. During the same period last year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.8%. UnitedHealth Group's payout ratio is 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analyst lift and price-target action — an analyst recently raised UnitedHealth’s price target while keeping a neutral rating; this, together with recent analyst attention, helps sentiment. Analyst Raises Price Target on UnitedHealth Group
• Positive Sentiment: Expectations of an earnings beat — previews from Zacks/Yahoo point to the right mix of revenue and margin drivers that could produce an upside surprise when UNH reports. UnitedHealth Group (UNH) Expected to Beat Earnings Estimates
• Positive Sentiment: Optum-driven competitive edge vs. Elevance — analyst write-ups highlight UNH’s integrated Optum engine and more stable earnings mix as reasons it may outperform peers as policy and cost dynamics shift. UnitedHealth vs. Elevance: Which Healthcare Stock Has More Upside?
• Positive Sentiment: Buy-case articles highlight total-return potential — commentary (Seeking Alpha) argues UNH offers solid annual total-return potential, supporting longer-term investor demand. UnitedHealth: Solid Annual Total Return Potential Makes It A Buy
• Neutral Sentiment: Earnings date confirmed — reminders that UNH will release quarterly results next week, which concentrates trading around the report but is informational rather than directional by itself. UnitedHealth Group (UNH) to Release Quarterly Earnings on Tuesday
• Neutral Sentiment: Dividend/contrarian interest — pieces noting a falling share price with a rising dividend profile (Dogs of the Dow) may attract income-focused buyers but reflect mixed sentiment. Falling Stock Price, Rising Dividend: UnitedHealth Fits the Dogs of the Dow Profile
• Neutral Sentiment: Macro/market context — analysis tying UNH’s market position to broader NASDAQ-100 trends provides context for relative performance but is not an immediate catalyst. UnitedHealth Group Market Position and Its Connection to NASDAQ 100 Trends
• Negative Sentiment: Cost pressures and industry risk — coverage highlights that investors are watching results for signs UNH (and peers) can rein in rising medical costs that have depressed managed-care margins; continued cost escalation would be a clear downside. Attention Turns To UnitedHealth Earnings For Signs Of Insurer Rebound

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. JPMorgan Chase & Co. dropped their price objective on UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating for the company in a report on Monday, February 2nd. Mizuho dropped their price objective on UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating for the company in a report on Thursday, February 5th. HSBC raised UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price objective for the company in a report on Tuesday, April 7th. Weiss Ratings cut UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, March 2nd. Finally, Evercore raised UnitedHealth Group to a "strong-buy" rating in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $363.42.

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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