MidFirst Bank Makes New Investment in UnitedHealth Group Incorporated $UNH

Key Points

• MidFirst Bank opened a new position in UnitedHealth Group during the fourth quarter, buying 6,431 shares valued at about $2.12 million. Several other hedge funds also increased or initiated stakes, and institutional investors now own 87.86% of the stock.
• Wall Street sentiment has turned more bullish: multiple analysts raised price targets on UNH, with firms like Truist, RBC, Bank of America, Argus, and Leerink all issuing or reiterating positive ratings. The stock’s consensus rating is now Moderate Buy with an average price target of $409.75.
• UnitedHealth reported better-than-expected quarterly earnings and revenue, and it also increased its quarterly dividend to $2.32 per share. Shares recently traded near $400.86, close to the stock’s 52-week high.

MidFirst Bank acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 6,431 shares of the healthcare conglomerate's stock, valued at approximately $2,123,000.

Several other hedge funds also recently modified their holdings of UNH. Brighton Jones LLC boosted its stake in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC bought a new stake in UnitedHealth Group during the second quarter worth approximately $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the second quarter worth approximately $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Truist Financial raised their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research note on Monday, June 1st. Royal Bank Of Canada increased their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Bank of America upgraded UnitedHealth Group from a "neutral" rating to a "buy" rating and boosted their price objective for the stock from $420.00 to $450.00 in a report on Thursday, June 4th. Argus upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. Finally, Leerink Partners upped their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an "outperform" rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $409.75.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

UnitedHealth Group Stock Up 0.3%

Shares of UnitedHealth Group stock opened at $400.86 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The stock has a 50-day moving average price of $371.80 and a 200 day moving average price of $329.05. The company has a market cap of $364.04 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.61 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 for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm's quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is currently 70.09%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.28% of the stock is currently owned by corporate insiders.

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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