DNB Asset Management AS Grows Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• DNB Asset Management AS increased its UnitedHealth Group stake by 12.5% in the fourth quarter, bringing its holdings to 437,929 shares worth about $144.6 million.
• Analysts remain broadly constructive on UNH, with the stock carrying a Moderate Buy consensus and an average price target of $378.88 despite some mixed rating changes.
• UnitedHealth recently posted better-than-expected quarterly results, with earnings of $7.23 per share and revenue of $111.65 billion, and it also paid a quarterly dividend of $2.21 per share.

DNB Asset Management AS boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 437,929 shares of the healthcare conglomerate's stock after purchasing an additional 48,691 shares during the period. DNB Asset Management AS's holdings in UnitedHealth Group were worth $144,565,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Founders Capital Management LLC grew its position in UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after purchasing an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC grew its position in UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after purchasing an additional 29 shares during the last quarter. Cooper Financial Group increased its stake in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after buying an additional 30 shares during the period. Successful Portfolios LLC increased its stake in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after buying an additional 30 shares during the period. Finally, Auxano Advisors LLC increased its stake in UnitedHealth Group by 3.4% in the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate's stock valued at $333,000 after buying an additional 32 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. Weiss Ratings raised shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, May 7th. UBS Group dropped their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. KeyCorp reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Raymond James Financial upgraded shares of 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. Finally, Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $378.88.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $393.65 on Friday. 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 quick ratio of 0.80 and a current ratio of 0.80. The company's fifty day moving average is $316.82 and its two-hundred day moving average is $318.53. The firm has a market capitalization of $357.49 billion, a P/E ratio of 29.73, a PEG ratio of 1.72 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business 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 firm earned $7.20 EPS. The business's revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

More UnitedHealth Group News

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

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by corporate insiders.

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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