Diversify Advisory Services LLC Buys 9,286 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Diversify Advisory Services LLC raised its UnitedHealth stake by 18.7%, buying 9,286 shares to hold 58,841 shares worth $19.64 million (about 0.7% of its portfolio and its 29th largest position).
• Analysts remain broadly positive: MarketBeat shows an average rating of Moderate Buy with a $372.13 average price target, although several firms (Leerink, Truist) recently trimmed targets to $345 and $370.
• UnitedHealth beat Q earnings estimates with $2.11 EPS (vs. $2.09) and revenue up 12.3% year-over-year, and announced a quarterly dividend of $2.21 (annualized $8.84) for a 3.1% yield.

Diversify Advisory Services LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 18.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 58,841 shares of the healthcare conglomerate's stock after acquiring an additional 9,286 shares during the period. UnitedHealth Group accounts for about 0.7% of Diversify Advisory Services LLC's investment portfolio, making the stock its 29th largest position. Diversify Advisory Services LLC's holdings in UnitedHealth Group were worth $19,640,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of UNH. LFA Lugano Financial Advisors SA acquired a new position in UnitedHealth Group in the 2nd quarter valued at $25,000. Sagard Holdings Management Inc. bought a new stake in UnitedHealth Group during the second quarter valued at about $29,000. Foster Dykema Cabot & Partners LLC grew 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 purchasing an additional 34 shares during the last quarter. Islay Capital Management LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $31,000. Finally, Hurley Capital LLC grew its holdings in UnitedHealth Group by 81.6% in the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock valued at $31,000 after buying an additional 40 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on UNH shares. Leerink Partners reduced their price objective on UnitedHealth Group from $410.00 to $345.00 and set an "outperform" rating for the company in a research report on Wednesday, January 28th. Sanford C. Bernstein reissued an "outperform" rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. KeyCorp restated an "overweight" rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Piper Sandler reissued an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Finally, Truist Financial cut their price target on UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating for the company in a report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $372.13.

UnitedHealth Group Stock Down 0.7%

NYSE UNH opened at $286.86 on Monday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. 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 stock's 50 day moving average is $308.28 and its two-hundred day moving average is $326.02. The company has a market capitalization of $260.38 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 1.32 and a beta of 0.41.

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

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. UnitedHealth Group's dividend payout ratio (DPR) is 67.02%.

About UnitedHealth Group

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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