Mn Services Vermogensbeheer B.V. Increases Position in UnitedHealth Group Incorporated $UNH

Key Points

• Mn Services Vermogensbeheer B.V. increased its stake in UnitedHealth by 2.1% to 354,333 shares worth $116.97 million, making UNH its 24th largest holding and 0.7% of the firm's portfolio.
• UnitedHealth beat Q4 estimates, reporting EPS of $2.11 versus $2.09 and revenue of $113.73 billion (up 12.3% year-over-year); the company set FY2026 EPS guidance at about 17.75 while analysts forecast roughly 29.54 EPS for the current year.
• Dividend, ownership and valuation: UNH pays a $2.21 quarterly dividend ($8.84 annual, 3.4% yield), is ~87.9% institutionally owned, and trades at a ~19.85 P/E with a $237.66 billion market cap.

Mn Services Vermogensbeheer B.V. lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 2.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 354,333 shares of the healthcare conglomerate's stock after buying an additional 7,333 shares during the quarter. UnitedHealth Group makes up 0.7% of Mn Services Vermogensbeheer B.V.'s holdings, making the stock its 24th largest holding. Mn Services Vermogensbeheer B.V.'s holdings in UnitedHealth Group were worth $116,969,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth about $26,000. Foster Dykema Cabot & Partners LLC boosted its stake in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock worth $29,000 after purchasing an additional 34 shares during the period. 1248 Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter valued at approximately $29,000. Holos Integrated Wealth LLC purchased a new position in shares of UnitedHealth Group in the fourth quarter worth $29,000. Finally, Hurley Capital LLC increased its holdings in UnitedHealth Group by 81.6% in the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock valued at $31,000 after acquiring an additional 40 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

UNH stock opened at $261.83 on Tuesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a 50-day moving average price of $289.00 and a 200 day moving average price of $321.61. The stock has a market cap of $237.66 billion, a PE ratio of 19.85, a P/E/G ratio of 1.19 and a beta of 0.41. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72.

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

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 3.4%. UnitedHealth Group's dividend payout ratio (DPR) is presently 67.02%.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. Piper Sandler restated an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Truist Financial cut their price target on UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating for the company in a report on Monday, February 2nd. Evercore raised UnitedHealth Group to a "strong-buy" rating in a report on Tuesday, January 6th. Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, Mizuho lowered their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating for the company in a research report on Thursday, February 5th. One research 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 issued a Sell rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and an average target price of $372.13.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.