IFM Investors Pty Ltd Acquires 6,132 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• IFM Investors Pty Ltd increased its UnitedHealth Group stake by 3.4% in the first quarter, buying 6,132 more shares and bringing its total holding to 184,497 shares worth about $49.9 million.
• Analysts remain broadly positive on UNH, with several firms raising price targets and the consensus rating at Moderate Buy; the average target price is $411.42.
• UnitedHealth also reported solid quarterly results, beating EPS and revenue estimates, while recently raising its quarterly dividend to $2.32 per share from $2.21.

IFM Investors Pty Ltd grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 184,497 shares of the healthcare conglomerate's stock after buying an additional 6,132 shares during the period. IFM Investors Pty Ltd's holdings in UnitedHealth Group were worth $49,923,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors bought a new position in shares of UnitedHealth Group during the fourth quarter worth about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Analyst Ratings Changes

Several equities analysts recently commented on UNH shares. Mizuho increased their price objective on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an "outperform" rating in a research note on Monday, June 8th. Argus upgraded UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. Bank of America upped their target price on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Finally, Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a research note on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $411.42.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing the view that the stock still has upside after a strong recent run. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends that could support results and sentiment heading into the report. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: UNH has continued to attract momentum traders after a sharp rally, with coverage noting a golden cross technical pattern and shares trading near recent highs, which can draw additional buying interest. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced $385,000 in community investments to expand support for older adults, caregivers, people with disabilities, and workforce programs. The move is positive for reputation, but it is unlikely to materially affect near-term earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Neutral Sentiment: Recent articles highlighting UNH as a stock to watch and a potential buy before second-quarter results reflect investor attention ahead of earnings, but they do not add new fundamental information. Should You Buy UnitedHealth Group Stock Before July 16?
• Negative Sentiment: Broader commentary noted that Wall Street has issued downbeat forecasts on some stocks in the healthcare group, which could keep some caution in the market even if UNH-specific sentiment remains constructive. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

UnitedHealth Group Trading Down 0.9%

Shares of UNH stock opened at $415.97 on Wednesday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $427.93. The business has a 50-day moving average price of $387.82 and a two-hundred day moving average price of $333.79. The firm has a market cap of $377.76 billion, a P/E ratio of 31.42, a price-to-earnings-growth ratio of 1.69 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analysts' expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business's revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is presently 70.09%.

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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