UnitedHealth Group Incorporated $UNH Shares Bought by Davis Selected Advisers

Key Points

• Davis Selected Advisers increased its stake in UnitedHealth by 0.6% to 1,139,303 shares (worth $393.4M), making UNH its 18th-largest holding and contributing to institutional ownership of 87.86%.
• Q4 results slightly beat expectations with $2.11 EPS vs. $2.09 est and revenue of $113.73B (+12.3% YoY); the company set FY‑2026 guidance near 17.75 EPS while sell-side analysts project about 29.54 EPS for the current year.
• UNH trades with a market capitalization of about $254.5B and a P/E of 21.25, pays a quarterly dividend of $2.21 (annualized $8.84, yield ~3.2%, payout ratio 67%), and carries a consensus analyst rating of Moderate Buy with a $372.13 price target.

Davis Selected Advisers grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 0.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,139,303 shares of the healthcare conglomerate's stock after acquiring an additional 6,418 shares during the period. UnitedHealth Group comprises about 2.1% of Davis Selected Advisers' holdings, making the stock its 18th biggest position. Davis Selected Advisers owned about 0.13% of UnitedHealth Group worth $393,401,000 at the end of the most recent reporting period.

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

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $280.35 on Friday. The firm has a market capitalization of $254.47 billion, a price-to-earnings ratio of 21.25, a price-to-earnings-growth ratio of 1.31 and a beta of 0.41. The company has a 50 day moving average price of $298.52 and a 200 day moving average price of $324.39. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion during the quarter, compared to analysts' expectations of $113.38 billion. During the same period in the previous year, the company earned $6.81 EPS. The business'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. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced 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. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. UnitedHealth Group's payout ratio is presently 67.02%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on UNH. Leerink Partners reduced their target price on UnitedHealth Group from $410.00 to $345.00 and set an "outperform" rating on the stock in a research note on Wednesday, January 28th. UBS Group cut their price target on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a report on Wednesday, January 28th. Wells Fargo & Company dropped their price objective on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating for the company in a research report on Friday, January 30th. Barclays reduced their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an "overweight" rating on the stock in a report on Friday, January 30th. Finally, Oppenheimer lowered their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an "outperform" rating for the company in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $372.13.

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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