Mirabaud Asset Management Ltd Makes New $4.36 Million Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Mirabaud Asset Management opened a new position in UnitedHealth Group during the fourth quarter, buying 13,201 shares worth about $4.36 million. The stake now makes UNH about 2.0% of the firm’s portfolio and its 18th-largest holding.
• Other institutional investors also boosted their UNH holdings, and overall hedge funds and institutions own 87.86% of the stock. This suggests continued broad interest from professional investors despite recent trading activity.
• Analysts remain generally positive on UnitedHealth, with multiple firms raising price targets and the consensus rating at “Moderate Buy” with an average target price of $378.88. The company also recently beat quarterly earnings and revenue expectations, supporting the upbeat outlook.

Mirabaud Asset Management Ltd bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 13,201 shares of the healthcare conglomerate's stock, valued at approximately $4,358,000. UnitedHealth Group comprises about 2.0% of Mirabaud Asset Management Ltd's investment portfolio, making the stock its 18th largest holding.

Several other large investors also recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its stake in 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 acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $340,000. Flow Traders U.S. LLC acquired a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $377,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the business'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 completion of 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 legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.28% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Jefferies Financial Group lifted their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a research note on Monday, April 20th. Royal Bank Of Canada boosted their target price 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. HSBC upgraded shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 target price for the company in a research note on Tuesday, April 7th. UBS Group decreased their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. Finally, Truist Financial reiterated a "buy" rating and issued a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average target price of $378.88.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $379.49 on Monday. The firm has a market cap of $344.63 billion, a PE ratio of 28.66, a PEG ratio of 1.64 and a beta of 0.64. The firm has a fifty day moving average of $304.54 and a 200 day moving average of $316.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $387.21.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm's revenue was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's payout ratio is presently 66.77%.

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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