UnitedHealth Group Incorporated $UNH Shares Bought by Swiss Life Asset Management Ltd

Key Points

• Swiss Life Asset Management Ltd increased its stake in UnitedHealth Group (NYSE:UNH) by 6.5% in Q3, buying 17,684 shares to hold 291,853 shares worth roughly $100.78 million.
• UnitedHealth beat quarterly expectations with $2.11 EPS vs. $2.09 expected and revenue of $113.73 billion (+12.3% YoY), set FY2026 EPS guidance around 17.75, and carries an analyst consensus of "Moderate Buy" with an average price target of $372.13.
• The company paid a quarterly dividend of $2.21 (annualized $8.84) for a 3.2% yield, about 87.9% of shares are institutionally held, and the stock recently traded near $280.35 (12‑month range $234.60–$606.36).

Swiss Life Asset Management Ltd increased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 6.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 291,853 shares of the healthcare conglomerate's stock after purchasing an additional 17,684 shares during the quarter. Swiss Life Asset Management Ltd's holdings in UnitedHealth Group were worth $100,777,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Brighton Jones LLC boosted 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 last quarter. Revolve Wealth Partners LLC increased its holdings in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group during the 2nd quarter worth approximately $340,000. Inspire Advisors LLC raised its position in shares of UnitedHealth Group by 12.1% during the 2nd quarter. Inspire Advisors LLC now owns 1,840 shares of the healthcare conglomerate's stock valued at $574,000 after acquiring an additional 198 shares in the last quarter. Finally, Traub Capital Management LLC bought a new stake in UnitedHealth Group during the second quarter valued at $71,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 1.4%

UnitedHealth Group stock opened at $280.35 on Friday. The firm has a 50 day simple moving average of $298.52 and a 200-day simple moving average of $324.39. 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 $254.47 billion, a PE ratio of 21.25, a price-to-earnings-growth 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 issued its quarterly earnings results 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. The company had revenue of $113.73 billion for the quarter, compared to analysts' expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm's revenue for the quarter was up 12.3% on a year-over-year basis. During the same period last year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 3.2%. UnitedHealth Group's dividend payout ratio is currently 67.02%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on UNH shares. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating for the company in a research report on Monday, February 2nd. KeyCorp restated an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Evercore upgraded UnitedHealth Group to a "strong-buy" rating in a research note on Tuesday, January 6th. Weiss Ratings cut shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, March 2nd. Finally, Jefferies Financial Group decreased their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. One equities 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 given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average 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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