Puzo Michael J Acquires 2,952 Shares of UnitedHealth Group Incorporated $UNH

Puzo Michael J boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 17.7% in the third quarter, HoldingsChannel reports. The firm owned 19,605 shares of the healthcare conglomerate’s stock after purchasing an additional 2,952 shares during the quarter. UnitedHealth Group accounts for about 1.8% of Puzo Michael J’s holdings, making the stock its 25th largest holding. Puzo Michael J’s holdings in UnitedHealth Group were worth $6,770,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Geode Capital Management LLC lifted its position in UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after acquiring an additional 675,075 shares during the last quarter. Norges Bank acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $3,837,207,000. Dodge & Cox grew its holdings in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after buying an additional 4,730,192 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after buying an additional 432,084 shares in the last quarter. Finally, Amundi grew its stake in shares of UnitedHealth Group by 33.8% in the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after acquiring an additional 1,565,245 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on UNH. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Barclays lowered their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. UBS Group lowered 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. Finally, KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $289.39 on Friday. The stock’s 50-day moving average is $317.88 and its 200-day moving average is $323.89. The stock has a market cap of $262.14 billion, a P/E ratio of 21.94, a price-to-earnings-growth ratio of 1.33 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The business had revenue of $113.22 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s revenue was up 12.3% compared to the same quarter last year. During the same period last year, the company earned $6.81 EPS. 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 Company 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.