Waverton Investment Management Ltd Has $249.87 Million Holdings in UnitedHealth Group Incorporated $UNH

Waverton Investment Management Ltd lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 25.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 723,673 shares of the healthcare conglomerate’s stock after acquiring an additional 147,225 shares during the period. UnitedHealth Group accounts for about 3.2% of Waverton Investment Management Ltd’s investment portfolio, making the stock its 18th largest position. Waverton Investment Management Ltd owned approximately 0.08% of UnitedHealth Group worth $249,866,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the company. London & Capital Asset Management Ltd grew its stake in UnitedHealth Group by 5.6% in the 3rd quarter. London & Capital Asset Management Ltd now owns 125,120 shares of the healthcare conglomerate’s stock valued at $43,203,000 after buying an additional 6,626 shares during the last quarter. Bahl & Gaynor Inc. boosted its holdings in UnitedHealth Group by 0.5% during the third quarter. Bahl & Gaynor Inc. now owns 684,161 shares of the healthcare conglomerate’s stock valued at $236,241,000 after acquiring an additional 3,384 shares during the period. PKS Advisory Services LLC bought a new position in shares of UnitedHealth Group in the third quarter worth about $277,000. RFP Financial Group LLC boosted its stake in UnitedHealth Group by 3.7% during the 3rd quarter. RFP Financial Group LLC now owns 1,585 shares of the healthcare conglomerate’s stock valued at $595,000 after purchasing an additional 56 shares during the period. Finally, Ted Buchan & Co increased its position in UnitedHealth Group by 16.3% in the 3rd quarter. Ted Buchan & Co now owns 8,552 shares of the healthcare conglomerate’s stock worth $2,953,000 after buying an additional 1,198 shares during the period. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

UNH has been the topic of a number of research reports. UBS Group dropped 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. Jefferies Financial Group cut their price objective 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. Mizuho decreased their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Truist Financial reduced their price objective on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, Royal Bank Of Canada cut their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $292.97 on Monday. The stock has a fifty day moving average price of $311.98 and a two-hundred day moving average price of $326.28. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $606.36. The firm has a market capitalization of $265.38 billion, a P/E ratio of 22.21, a P/E/G ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced 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 firm had revenue of $113.73 billion during 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 quarterly revenue was up 12.3% on a year-over-year basis. During the same period last year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, analysts anticipate 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 will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

About UnitedHealth Group

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.