Swiss Life Asset Management Ltd Purchases 90,286 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Swiss Life Asset Management boosted its UnitedHealth Group stake by 30.9% in the fourth quarter, buying 90,286 additional shares and bringing its total holdings to 382,139 shares worth about $126.1 million.
• UnitedHealth reported stronger-than-expected quarterly results, posting EPS of $7.23 versus $6.76 expected and revenue of $111.65 billion versus $109.84 billion estimated, while also maintaining FY 2026 guidance of 18.250 EPS.
• Analyst sentiment remains positive overall, with several firms raising price targets and rating the stock a “Moderate Buy”; the consensus price target is $378.88, while the stock recently traded near $379.49.

Swiss Life Asset Management Ltd increased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 30.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 382,139 shares of the healthcare conglomerate's stock after acquiring an additional 90,286 shares during the quarter. UnitedHealth Group comprises about 0.6% of Swiss Life Asset Management Ltd's investment portfolio, making the stock its 26th biggest position. Swiss Life Asset Management Ltd's holdings in UnitedHealth Group were worth $126,148,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter worth $26,000. Anfield Capital Management LLC increased its holdings in shares of UnitedHealth Group by 220.0% during 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 during the period. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC increased its holdings in shares of UnitedHealth Group by 69.4% during 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. Finally, 1248 Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. Institutional investors own 87.86% of the company's stock.

Insider Buying and Selling at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated 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 transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Wall Street Analysts Forecast Growth

UNH has been the topic of several research reports. Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. Truist Financial restated a "buy" rating and set a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Royal Bank Of Canada lifted their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Finally, UBS Group decreased their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and an average price target of $378.88.

UnitedHealth Group Price Performance

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 price-to-earnings-growth ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $387.21. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company's 50-day moving average price is $304.54 and its two-hundred day moving average price is $316.98.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for 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 company's revenue for the quarter was up 2.0% compared to the same quarter last year. During the same period in the previous year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Key Headlines Impacting UnitedHealth Group

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 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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