Evexia Wealth LLC Purchases 5,968 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Evexia Wealth LLC raised its stake in UnitedHealth Group by 34.9%, buying an additional 5,968 shares to hold 23,075 shares worth $8.276 million, which represents about 2.5% of Evexia’s portfolio and its 16th largest position.
• UnitedHealth slightly beat Q results (EPS $2.11 vs. $2.09) with revenue of $113.73 billion (+12.3% YoY), set FY2026 guidance at 17.750 EPS, and declared a $2.21 quarterly dividend (annualized $8.84, ~3.1% yield; ex-dividend March 9, payable March 17).

Evexia Wealth LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 34.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,075 shares of the healthcare conglomerate's stock after acquiring an additional 5,968 shares during the quarter. UnitedHealth Group makes up about 2.5% of Evexia Wealth LLC's investment portfolio, making the stock its 16th biggest position. Evexia Wealth LLC's holdings in UnitedHealth Group were worth $8,276,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in UNH. LFA Lugano Financial Advisors SA bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $25,000. Sagard Holdings Management Inc. purchased a new position in shares of UnitedHealth Group in the second quarter worth $29,000. Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% during 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 in the last quarter. Islay Capital Management LLC bought a new stake in UnitedHealth Group in the 2nd quarter valued at $31,000. Finally, Hurley Capital LLC boosted its holdings in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock valued at $31,000 after purchasing an additional 40 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

UNH stock opened at $286.86 on Friday. The firm has a market cap of $260.38 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 1.33 and a beta of 0.41. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The business's fifty day simple moving average is $308.28 and its two-hundred day simple moving average is $325.68.

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

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be issued a $2.21 dividend. 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 payout ratio is presently 67.02%.

Analysts Set New Price Targets

UNH has been the topic of a number of research analyst reports. Wells Fargo & Company decreased their target price on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating on the stock in a research report on Friday, January 30th. Evercore raised UnitedHealth Group to a "strong-buy" rating in a research note on Tuesday, January 6th. Leerink Partners cut their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an "outperform" rating for the company in a report on Wednesday, January 28th. Jefferies Financial Group decreased their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. Finally, Weiss Ratings downgraded shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $372.13.

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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