U S Wealth Group LLC. Raises Position in UnitedHealth Group Incorporated $UNH

Key Points

• U S Wealth Group LLC increased its stake in UnitedHealth by 84.5% in Q3 to 8,114 shares worth $2.802 million, representing about 1.8% of the firm's portfolio and its 22nd largest holding.
• Analysts give UNH an average rating of Moderate Buy with a mean target of $372.13, though several firms recently trimmed targets (Mizuho to $350, JPMorgan to $389) while others retain Outperform/Strong‑Buy views.
• UnitedHealth slightly beat quarterly estimates (EPS $2.11 vs. $2.09; revenue $113.73B) and pays a $2.21 quarterly dividend (annualized $8.84, yield ~3.1%), while trading with a P/E of ~21.8 and a market cap near $261 billion.

U S Wealth Group LLC. increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 84.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,114 shares of the healthcare conglomerate's stock after purchasing an additional 3,716 shares during the period. UnitedHealth Group makes up approximately 1.8% of U S Wealth Group LLC.'s portfolio, making the stock its 22nd largest position. U S Wealth Group LLC.'s holdings in UnitedHealth Group were worth $2,802,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of UNH. North Capital Inc. raised its position in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate's stock worth $67,000 after acquiring an additional 27 shares in the last quarter. Sunflower Bank N.A. increased its holdings in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate's stock valued at $662,000 after purchasing an additional 28 shares in the last quarter. Axis Wealth Partners LLC boosted its holdings in UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock worth $563,000 after buying an additional 28 shares in the last quarter. Abound Wealth Management increased its holdings in UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate's stock valued at $84,000 after buying an additional 29 shares in the last quarter. Finally, Auxano Advisors LLC lifted its position in shares of UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate's stock valued at $333,000 after acquiring an additional 32 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently weighed in on UNH. Mizuho reduced their price objective on UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating for the company in a report on Thursday, February 5th. Piper Sandler restated an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Sanford C. Bernstein reissued an "outperform" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Evercore upgraded shares of UnitedHealth Group to a "strong-buy" rating in a research report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. lowered their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating on the stock in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $372.13.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $287.60 on Wednesday. The firm's 50-day moving average is $301.00 and its two-hundred day moving average is $324.98. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a market capitalization of $261.05 billion, a P/E ratio of 21.80, a P/E/G ratio of 1.31 and a beta of 0.41. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its 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 net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business earned $6.81 earnings per share. UnitedHealth Group's 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 analysts predict 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. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is presently 67.02%.

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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